Mortgage Lending

Build Loyalty for Life

Create a better borrower experience, close more loans, and retain more customers with one solution and a single source of truth across all lending channels.

Deliver Personalized Value Through Human Connection

The Total Expert platform gives loan officers and marketers the digital tools they need—from sales and marketing, to data analytics and compliance—to deliver deeply personal interactions and experiences that build trust, deepen loyalty, and create lifelong relationships.

sales productivity

Empower Your Mortgage Loan Officers

CRM that makes your MLOs jobs easier so they can spend more time doing what they do best—building relationships with leads, contacts, and partners, not juggling administrative tasks.

Intelligent automation

Scaled Humanized Connections

The Total Expert platform scales personalized outreach to connect loan officers with prospects and customers along their financial journey to help them become homeowners.


Drive More Referral Business

Enable loan officers to build their personal brands and generate leads with complimentary software for co-marketing partners that includes, property promotion assets, lead capture capabilities, and more.

totoal expert for consumer direct

A Better Consumer Direct Experience

Move beyond first to contact. Become first to connect with lead management, marketing automation, and CRM in one. Gain a complete understanding of each consumer to deliver a personalized and valuable digital loan experience.

Total Expert Helps You Become a Customer-Led Company

Understand Your

Get a 360-degree view of your customer—every channel and every touchpoint. Turn rich customer data into intelligent insights on how you can deliver relevant value today—and help them achieve their dreams tomorrow.

Orchestrate a Seamless Journey

Break down silos and align your customer engagement strategy with highly integrated CRM, marketing automation, and customer service tools to orchestrate stand-out omnichannel experiences.

Empower Your

Leverage built-in automation to make your customer-facing team more productive—freeing your people to focus on growth strategies, lead nurturing, and customer retention.


A Modern Customer Experience Engine. Purpose-Built for Lenders.

It’s hard to drive personalized connections with a generalist tool. The Total Expert platform was built from the ground up to meet the specific needs, goals, and requirements of lenders.

Mortgage lending dashboard UI
Customer Success

You’re in Good Company

Total Expert powers 30% of the mortgage industry, including 9 of the top 10 lenders. Whether your team is big or small, you get access to the industry’s most extensive and proven tools, best practices, and support on how to build trusted relationships through effective digital engagement.

It’s time to build a digital experience rooted in human connection.