Power the Customer Journey
General Availability on May 18
Power the Customer Journey
Data
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.
Insights
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.
Action
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.
CRM Enhancements
New Integrations
Zapier Connection
CRM Enhancements
CRM Enhancements
Give your productivity a boost with key enhancements to our CRM. Global Contact Search and Visibility unlocks the ability for global search, no matter the contact owner. Plus, simplify how roles can view loans/products with new UI controls.
New Integrations
New Integrations
Extend the ability to capture leads and more contact data with key integrations with BankingBridge, Denim Social,and FreeRateUpdate.
Zapier Connection
Zapier Connection
The Total Expert Platform now connects to the more than 4,000 web applications that are part of the Zapier network – meaning that it’s easier than ever to seamlessly push lead and contact data into the Total Expert Platform.
Recent Releases
Looking for information or resources from a past release? You’ve come to the right place!
