Prioritized Lead Lists
Identify the Next Best Opportunity
Increase application conversions
Tailor your dashboard based on organizational priorities
Categorize and prioritize leads with inclusion and exclusion rules to ensure customer-facing teams always engage the highest value opportunities.
Simplified follow-ups
Use Focused View to access all customer information, call notes, and communication history, then create prioritized lists for customer-facing teams to re-engage.
Centralize and optimize outreach
Log calls, set up follow-up tasks and frequency, and send email communications from one seamless tool.
Surface high-potential opportunities
Leverage data and insights to drive productivity
Capitalize on activity alerts, listing insights, refinancing opportunities, and new lead prioritization.
Accelerate conversions
Enable time-sensitive follow–ups for things like incomplete applications, pre-approval expirations, and incomplete appraisals.
Save time and effort
Automatically build call lists for loan officers and relationship managers based on high-priority business goals.
Close gaps in the customer journey
Automate lead and contact prioritization
Prevent your best opportunities from falling through the cracks by harnessing contact data and customer intelligence insights.
Reduce administrative gridlock
Get your customer-facing teams back to what they do best—building relationships—instead of forcing them to hunt through the database for opportunities or manually build lists.
Align sales and marketing
Give your relationship managers access to each contact’s communication history so they can provide consistent, personalized experiences.
See it in action
We know that seeing is believing. Let us show you the power of Total Expert.
How We're Different
Go beyond data to understand customer intent
360-degree customer view
Access complete contact profiles from a single platform to increase engagement at precisely the right time in a customer’s unique financial journey.
TrueIntent insights
Understand where consumers are in their financial journeys with foundational CRM, behavioral, and motivational data.
Segmentation
Segment your contact lists to deliver tailored messaging in every campaign.
Prioritized lead & contact lists
Engage critical contacts at the right time without hunting through your database.
Always-on nurture
Develop relationships with customers even if they don’t have a need for your products today.
Multichannel campaigns
Meet customers where they are with tailored campaigns across print, direct mail, email, SMS, and social media.
Digital content & social media
Connect with customers on their schedule with dedicated tools and content for your website, landing pages, and social channels.
Co-marketing campaigns
Increase referrals with integrated co-marketing campaigns that expose your brand to new audiences.
Reporting & dashboards
Track campaign performance, analyze what works, and identify gaps to boost ROI.
Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
Purpose-built CRM
Leverage a powerful platform that’s designed specifically for financial institutions—so you can see everything you need to know about contacts and nothing you don’t.
Dynamic dashboards
See, sort, and segment contacts based on omnichannel engagements, foundational data, and contact history.
One-click communication
Trigger multichannel messaging, create follow-up reminders, and track tasks without switching apps or juggling tabs.
Stop playing cold call roulette
Use Focused View to prioritize the leads that are most likely to convert, resulting in a proven 10% lift in applications.
Tailor your dashboard based on organizational priorities
Categorize and prioritize leads with inclusion and exclusion rules to ensure customer-facing teams always engage the highest value opportunities.
More impactful interactions
Give your sales team access to each contact’s communication history so they can provide a consistent, personalized experience.
Stop playing cold call roulette
Use Focused View to prioritize the leads that are most likely to convert, resulting in a proven 10% lift in applications.
Tailor your dashboard based on organizational priorities
Categorize and prioritize leads with inclusion and exclusion rules to ensure customer-facing teams always engage the highest value opportunities.
More impactful interactions
Give your sales team access to each contact’s communication history so they can provide a consistent, personalized experience.
Increase application conversions
Surface high-potential opportunities
Close gaps in the customer journey
Tailor your dashboard based on organizational priorities
Categorize and prioritize leads with inclusion and exclusion rules to ensure customer-facing teams always engage the highest value opportunities.
Simplified follow-ups
Use Focused View to access all customer information, call notes, and communication history, then create prioritized lists for customer-facing teams to re-engage.
Centralize and optimize outreach
Log calls, set up follow-up tasks and frequency, and send email communications from one seamless tool.
Leverage data and insights to drive productivity
Capitalize on activity alerts, listing insights, refinancing opportunities, and new lead prioritization.
Accelerate conversions
Enable time-sensitive follow–ups for things like incomplete applications, pre-approval expirations, and incomplete appraisals.
Save time and effort
Automatically build call lists for loan officers and relationship managers based on high-priority business goals.
Automate lead and contact prioritization
Prevent your best opportunities from falling through the cracks by harnessing contact data and customer intelligence insights.
Reduce administrative gridlock
Get your customer-facing teams back to what they do best—building relationships—instead of forcing them to hunt through the database for opportunities or manually build lists.
Align sales and marketing
Give your relationship managers access to each contact’s communication history so they can provide consistent, personalized experiences.
