2023 Spring Platform Release

Total Expert’s latest updates, features, and integrations will help turn your existing database and every piece of your tech stack into a single, powerful deal flow engine.

Deepen Customer Relationships

Drive deal flow through dynamic, data-rich consumer profiles

Our 2023 Spring Platform Release adds new, purpose-built functionality and integrations to help you grow and sustain more meaningful relationships with your customers and members.


Total Expert enables your organization to centralize every stream of data across your tech stack, creating a dynamic, comprehensive profile for each contact so you can engage them with personalized communications that support their financial goals. Now, you can create impact with every interaction and continue to build lifelong relationships.

Release Highlights

Unite your tech stack & streamline your workflow

When all the components of your technology ecosystem work in unison, you’re able to spend less time wrestling with your tools and more time putting them to use for your customers and your business. Here’s the impact our 2023 Spring Release will create.

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Drive growth

Stay connected with your customers via marketing automation and customer intelligence to capture repeat business and stay one step ahead of your competitors.

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Increase productivity

Boost sales productivity and efficiency with tools that give your teams more context and clarity around how and when to engage with customers.

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Improve customer retention

Generate more repeat business and increase referrals by keeping customers engaged with critical information that nurtures your relationships.

Major Improvements

The power of a seamless technology ecosystem

With each platform update and major release, we’re continuing our mission to provide financial institutions with the tools to create a cohesive technology ecosystem that allows them to create a comprehensive profile for each and every consumer.

Analytics and reporting

Transform standard reporting and dashboard capabilities with enhanced access and visualization, and the ability to create, modify, and share reports. Campaign Performance and Loan Production dashboards enable more effective marketing insight and pipeline management while helping you build long-term, profitable customer relationships.

Customer Intelligence

Total Expert Customer Intelligence now includes four powerful alerts—Mortgage Credit Inquiry Alert, Listing Alert, Equity Alert, and Rate Alert—that lenders can use to automatically surface new deals from your existing database. Combine these alerts with customer Journeys to prevent opportunities from slipping away and build stronger relationships with every interaction. 

Total Expert for Salesforce

Our latest version of Total Expert for Salesforce provides your team with a lending-specific content library of compliant print and social assets, co-marketing tools, a realtor referral program, and real-time customer insights. This seamless integration boosts loan officer efficiency and production—leading to higher loan volumes and increased Salesforce adoption rates. 

Enhanced Encompass integration

Sync your data and segment hyper-specific groups to optimize your workflow with the latest enhancement to Total Expert’s Encompass integration. Now, you can be certain that the decisions your team makes are backed by both Total Expert and the powerful data sources Encompass offers

Some features and integrations may require specific permissions, add-on modules, or upgraded packages. If you have any questions, or if you want to make sure you’ll have access to specific features, reach out to your Customer Success Manager or Implementation Manager.

Recent releases

Find information or details about the features, functionality, and integrations from our previous releases. 

New Product Features