2024 Fall Platform Release
Your contacts’ inboxes, social feeds, and texts are overrun with generic sales and marketing messages. That’s why Total Expert continues to add tools and integrations that help you convince skeptical consumers that your communications deserve better than being banished to the SPAM folder.
BUILDING BETTER CONVERSATIONS
Make an Impact with Every Interaction
Our 2024 Fall Platform Release adds new, purpose-built functionality and enhanced integrations that give you more ways to engage with customers, elevate your communications, and deliver seamless experiences across every channel.
Engage SMS
Engage SMS keeps you connected with your customers and members through seamless two-way text communications that sync between the Total Expert platform and mobile app, enhance your automated Journeys, and ensure compliance with TCPA and 10DLC regulatory requirements.
Self-Service Reporting for User Activity
Quickly pull enterprise-level user activity data for logins, contact emails sent, co-marketing partner invites sent, tasks completed, media created or downloaded, and more.
New integrations
Empower LOS
Our new integration with Dark Matter’s powerful LOS allows your loan data to flow smoothly between the Empower and Total Expert platforms; streamlining your workflows, increasing productivity, and simplifying your marketing automation.
RETR
RETR is a business intelligence platform that allows loan officers to feed real estate agent information into the Total Expert platform. Once shared, you’ll receive real-time insights when a real estate agent has a new listing, announces an open house, or closes a deal.
Platform performance enhancements
Your feedback drives our innovation, and the Fall 2024 Release is no exception. We’ve fine-tuned key capabilities across the platform to ensure your daily tasks are smoother, faster, and more productive than ever. For full details on these improvements, dive into the full release notes below.
Some features and integrations may require specific permissions, add-on modules, or upgraded packages.
Recent releases
Find information or details about the features, functionality, and integrations from our previous releases.
BECOME A TRUSTED PARTNER FOR LIFE
Drive growth with consistent, proactive communication
Our 2023 Summer Platform Release brings purpose-built innovations to help you grow and sustain meaningful relationships with your customers and members.
Drive growth
Stay connected with your customers via marketing automation and customer intelligence to capture repeat business and stay one step ahead of your competitors.
Increase productivity
Boost sales productivity and efficiency with tools that give your teams more context and clarity around how and when to engage with customers.
Improve customer retention
Generate more repeat business and increase referrals by keeping customers engaged with critical information that nurtures your relationships.
New Product Features
Enhanced Encompass Integration
Sync your data and segment hyper-specific groups to optimize your workflow with the latest enhancement to Total Expert’s Encompass integration. Now, you can be certain that the decisions your team makes are backed by both Total Expert and the powerful data sources Encompass offers.*
Rate Alert
Available in Q1, the Rate Alert for Customer Intelligence users enhances the way you leverage your data by identifying customers who can benefit from the current interest rate. Total Expert Customer Intelligence now includes four powerful alerts (Mortgage Credit Inquiry Alert, Listing Alert, Equity Alert, and Rate Alert) that lenders can use to automatically surface new deals from your existing database. Combine these alerts with customer Journeys to surface new opportunities and build stronger relationships with every interaction.
Ever-Expanding Integration Library
Total Expert’s integration ecosystem is thriving with the addition of Blend, Verse.io, Box and Bestow, Polly, FinLocker, Bankrate, and Own Up. Whether you’re surfacing data from these sources, connecting your workflows, or driving more leads, Total Expert’s industry-leading integrations make sure you have everything you need in a single, seamless platform.
