Stop Chasing Transactions and Start Creating Relationships

Every interaction with your customers is an opportunity to build a lasting relationship that’s based on trust and loyalty—not transactions. Total Expert is an intelligent automation engine that helps you deliver the right mix of human and digital touch points and optimize every phase of the customer journey, from lead generation to retention.

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Data doesn’t lie


Relationship growth rate

Personalized cross-sell campaigns have helped users sell at least one new product to existing customers within the first 6 months of using Total Expert.


Reboarding conversion success

Targeted communications and timely human engagements allow users to bring lapsed customers back into active use within 30 days.


Click-through rates

By harnessing data insights to create personalized journeys, our users’ email campaigns perform more than 10% better than the industry standard.


Seamless, scalable customer experiences

Give your loan officers and marketers the digital tools they need—data, insights, automation, and compliance management—to create impact with every interaction across every channel. Total Expert makes it easy to create dynamic multichannel campaigns that combine print, direct mail, email, SMS, and social media to create a smooth, consistent experience no matter how your customers choose to engage.


Optimize engagement across the entire
customer journey

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Lead generation

Generate more leads and reach a wider audience by automating nurture programs, coordinating with other lead generation channels like direct mail, and helping your mortgage team enhance their partner referral program. Then, reduce the administrative burden on your teams and help them increase productivity by categorizing and prioritizing leads so your teams know the top actions they need to take each day.


Win new customers and expand your relationships with existing ones by leveraging intelligent automation to create adaptive customer journeys. Our intelligent automation will allow you to tailor each journey around customers’ behavior and intent. That makes it possible to create customer journeys that feature the right mix of digital communications and human engagements and provide relevant content when customers signal a need—not just when you think they’re ready.


Provide new customers with a smooth onboarding experience by balancing automated digital messaging and human outreach to make sure they get the information they need about their product(s) without overwhelming them. Leverage marketing automation to increase product adoption and usage or tap into our expert content library to provide educational resources and banking insights.


Present the next best product to customers when they’re most likely to convert with the help of our customer intelligence and data insights. Total Expert integrates with over 55 third-party platforms to help you consolidate institutional data and create holistic profiles for every customer. That allows us to create activity alerts for credit inquiries, property listings, equity thresholds, and rate qualifications to help you know the moment a new opportunity presents itself—and helps you keep more customers in-house.


Manage and maintain customer relationships to increase usage of current products or identify dormant accounts that need a more targeted communication approach. Always-on nurture programs make it easy to stay connected with customers at key moments in their financial journey or re-engage customers who lapse in usage by automatically transitioning them into specific messaging programs that provide reminders, educational resources, or even incentives to continue using your products.