Power the Customer Journey

General Availability on May 18

Power the Customer Journey


As your single source of truth, the Total Expert Platform can now push data to any external source – ensuring you are engaging consumers with the most up-to-date and relevant information.


Take your consumer relationships to the next level with the addition of several new integrations – including the ability to leverage over 4,000 integrations in the Zapier marketplace.


Create more meaningful connections throughout the financial journey with a smarter CRM that now features global search and the ability to deliver a better loan/product experience for users.

Recent Releases

Looking for information or resources from a past release? You’ve come to the right place!