COMPLIANCE
Build a foundation of trust and transparency
Manage regulatory and brand requirements with built-in compliance tools and certifications that comply with RESPA, TCPA, CPPA, and CAN-SPAM guidelines without adding work for your team.
Reviews
Hear it from our customers
Customer Stories
“The WINS I’ve seen and had with Total Expert!”
The Journey bulilding is top notch and the easiest i've ever used. I'd also like to shoutout all the representatives that work with everyone. I use this platform every day and when I have questions the response is always same day. I also love how easy the import and campaign builders are. This was one of the first implimentation and integration that I was a part of and it was a breeze!
“TE knocks it out of the park.”
When you work work with TE, you always feel like you have an advocate on your side. Always available to listen, always up for the challenge. You feel heard.
“Total Expert changes the marketing game.”
I love the ability to be able to store and organize marketing pieces and categories!
“The GOLD standard in mortgage CRM and marketing platform.”
Total Expert has a wonderful UX that makes it easy for loan officers to use. Their Journey functionality is the absolute best for multi-platform campaigns and full automation. Their customer support is top notch, whether you are using the online chat or submitting a ticket.
“Top Customer Experience & Integration CRM.”
One of the top features of Total Expert is the ability ro personalize customer engagement to effectively keep customers up to date on loan status, provide education, and create a seamless experience throughout the loan process. The ability to integrate different mortgage industry systems has been helpful in making our loan officer's business more effective. Finally, the ability to pair well with our Compliance standards gives us peace of mind in the tools and communication we send through Total Expert.
“A streamlined CRM with a bright future.”
Dealing with primarily content, the support and turn-around time we get on any issues that arise is typically very quick and helpful. Templates are easy to share and edit. They are also constantly pushing new updates to add new features and optimize current content.
"We highly recommend this training to maximize ongoing engagement with Total Expert."
Having recently rolled out Total Expert, the additional training reinforced the strong foundation First United Bank (FUB) already had in place and encouraged continued logins and engagement with the platform. Loan officers left the sessions with greater clarity, confidence, and a clear plan for leveraging alerts. While Customer Intelligence wasn’t a new feature for FUB, the training strengthened the processes that amplify its value and impact. The focused approach also enabled us to be more responsive to feedback, helping loan officers to feel like meaningful contributors to the refinement and success of the journeys. This collaboration strengthened trust in both our team and Total Expert, ultimately enhancing the experience for everyone.
"Can there be a Total Expert? The answer is: YES!"
The out of the box functionality and the ability to integrate with almost anything allows us to create hyper-focused, hyper-customized, in-depth lifecycle marketing for our clients and LO prospects.
“You can change the path of a Journey based on the customer’s small characteristics, which allows us to track the ROI and show the bank the value of Total Expert and what the mortgage company is doing to generate business outside of just mortgage.”
“Customer Intelligence has been an absolute game changer in allowing us to uncover sales opportunities.”
“I’ve used several marketing automation platforms over the years, and Total Expert is my favorite by far. It’s easy, it’s complete, it’s automated and it’s more robust than you even think is possible. Trust me — Total Expert will solve all your CRM and marketing problems. I honestly don’t know how I’d work without it.”
"Being able to inteligently send the right message to the right person at the right time. This allows us to hyper-focus, hyper-customize and our life cycle marketing and be in communication with our leads and clients no matter where they are in their lifecyle journey."
“As a former user of Surefire for eight years, I rarely logged in and used that platform because it was cumbersome and not user-friendly. Having used Total Expert for just three months, I already love it! Total Expert is incredibly easy to navigate; I’m logging in more than once a day, which I never did with Surefire. I can quickly pull up my dashboard to view recent activity, see who has opened my emails, and identify whom I need to follow up with, all in real time. Not to mention how fast and simple it is to create marketing materials; I can do it in under 15 minutes. Total Expert is a powerhouse of possibilities, and I’m only beginning to explore it. I can’t wait to dive deeper!“
“Streamlining our processes with a single solution that furthered our automation capabilities enabled us to check the box for a lot of priorities on our wish list, which means we can do more than ever before.”
“Total Expert has been truly transformative. It’s not just a tool—their entire company is a partner in helping us grow and connect with our members.”
“Assets that include things like buydown or rate scenarios are time-consuming to create internally, especially if there’s a backlog of other requests. Total Expert allows our loan officers to be more self-sufficient and create what they need faster, without worrying about compliance issues.”
“For us, it’s the flexibility and efficiency. Requests that normally took 2-3 DAYS for our marketing team to turnaround now take 2-3 HOURS for loan officers to complete independently.”
“The Total Expert team is incredibly responsive and forward thinking. The biggest improvement we’ve seen with our partnership has been on things like integrating with various platforms, better contact routing through automation, and lead management development.”
“We’re only just starting to hit our stride with Total Expert. As we continue to build, test, and refine things beyond the foundational pieces, the value and the impact that we can deliver for both our sales teams and our customers will be incredible.”
"Total Expert is hands down the best all-in-one CRM I've ever used. In the past, I juggled multiple systems and logins to accomplish just a fraction of what Total Expert offers in one seamless platform. The wide range of integrations it provides to automate the entire loan process through dynamic journeys is truly top-notch, making it a game-changer for marketing teams."
"After 12 years, a former client chose to work with me again thanks to an automated listing alert. Having a system that informs and keeps me in front of past clients allows me to maintain lasting relationships and continue being a trusted advisor long after closing."
"Many of our users are not comfortable with technology or have time to manage it - TE allows us to manage on their behalf and create automations so they don't have to worry about anything."
"Mortgage lenders came to us with the need for a CRM. They are very happy with the data it provides. It was a bonus that marketing was also looking for a new automaton provider. It provides the lending team some autonomy in how they want to communicate with their clients, but we also know that what they are sending is marketing approved and compliant."
"With Total Expert, our bankers can access more customer information than what’s available from our core banking systems. We can be much more intentional, targeted, and personalized with our sales and marketing—we don’t have to take a shotgun approach to it. We can understand what kind of communications each customer will receive and what they actually do with those communications once received. And we can do it all in a smooth, automated way."
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CREATE BETTER OUTCOMES
Proven results for lenders, banks, and credit unions
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features
Build loyalty and trust through transparency
Pre-Configured Workflows
Proven peace of mind
Take the uncertainty out of disclosures and regulatory compliance with workflows that ensure appropriate reviews and approvals before brand assets are printed, published, or distributed.
Streamlined reviews & approvals
Eliminate bottlenecks and keep projects moving forward—without skipping critical steps.
Audit & reporting tools
Maintain clear audit trails and keep track of all marketing assets with on-demand reporting
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Certifications
Industry standards come standard
Use our library of dynamic disclosure statements, co-marketing collateral, and on-demand reporting to maintain RESPA, TCPA, CPPA, and CAN-SPAM compliance.
Amazon Web Services partner
From the ground to the cloud, all data is securely stored in US-based data centers to ensure SOC2 and ISO compliance and 24/7 security.
Authorized session monitoring
We continuously assess devices, IP addresses, and user location and behavior to verify their authorization.
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MORE THAN A PLATFORM
We’re here to support your people and your goals
Tools and technology are only as effective as the people who use them. That’s why we provide dedicated support, expert guides, and education resources for every customer—all from a team that’s deeply passionate and knowledgeable about banking and lending.
Services overview
Dedicated Support
Get the help you need from our support and customer success teams.
Professional Services
Make the most of your investment by tapping into a team dedicated to your success out of the gates.
Education & Guides
Elevate your sales and marketing approach alongside a team built to ensure adoption and success.
INDUSTRIES WE SERVE
Purpose-built for modern financial institutions
Total Expert isn’t just a one-size-fits-all CRM. It’s an intelligent automation and engagement platform designed to help lenders, banks, and credit unions deepen relationships and drive growth in any market.
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Mortgage Lending
See how Total Expert helps lenders and loan officers identify opportunities, boost engagement, and win customers for life.
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Banking
Deliver the right mix of human and digital touch points and optimize every phase of the customer journey.
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Credit Unions
See how Total Expert empowers credit unions to serve and support their members throughout their financial journeys.
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Insurance
Learn how Total Expert enables insurers to create trusting relationships that grow along with customers' insurance needs.
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in action
Let us show you how Total Expert helps drive growth in any market and win customers for life.
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