2024 Spring Platform Release
While rates remain elevated, consumers are less inclined to put off major financial decisions for much longer. That means financial institutions need the tools and strategies to engage, educate, and advise consumers no matter which stage of the financial journey they’re in.
Our 2024 Spring Platform Release adds new, purpose-built functionality and enhanced integrations to help you grow and sustain meaningful customer relationships in any market.
OPTIMIZED OPERATIONS
Supercharge your sales experience
The 2024 Spring Platform Release focuses on elevating the sales experience for every user, enabling them to identify and convert high-quality opportunities as quickly and efficiently as possible.
We will continue to equip your teams with the tools and resources they need to turn data into action, deliver personalized communications, and drive growth regardless of the market conditions.
Pipeline Views
Our expanded Pipeline Views capability gives admins the ability to configure and publish highly targeted contact lists tailored to specific business needs, helping originators operationalize their business like never before. With this enhanced functionality, your teams will uncover more opportunities in your database and close deals faster.
With unparalleled configurability across verticals, this tool allows originators, bankers, and insurance agents to effortlessly organize their most valuable contacts, streamline their workflows, and maximize productivity. But this is just one step on our journey toward creating the best-in-class sales experience for financial services.
Total Expert Partner Ecosystem
The Total Expert Partner Ecosystem brings together industry knowledge, best practices, and powerful integrations to help modern financial institutions find the solutions and resources they need to deliver an unparalleled customer experience. With over 55 industry-specific integrations and strategic partnerships with providers like Salesforce and AWS, we’re making it easier than ever for financial institutions to deliver the perfect customer journey.
Loanzify Integration
Simplify the mortgage application process with seamless integration between Loanzify and Total Expert. Capture application updates directly on the TE contact record, enhancing efficiency and reducing barriers to completion.
Birdeye surveys integration
Elevate your customer experience management with Birdeye integration. Easily create and deliver surveys to gauge customer satisfaction, with responses seamlessly recorded in the corresponding Total Expert contact record. Plus, leverage Birdeye’s experience score as a custom field for deeper insights.
NewZip realtor referral partner integration
Streamline realtor referrals and minimize lead runoff with NewZip integration. Share TE contacts seamlessly with NewZip to connect leads with preferred realtors, ensuring a smoother referral process. Details from NewZip are seamlessly shared back into the TE contact record for comprehensive lead management.
Platform performance enhancements
Your feedback drives our innovation, and the Spring 2024 Release is no exception. We’ve fine-tuned key capabilities across the platform—from Customer Intelligence to sales productivity tools and marketing automation—to ensure your daily tasks are smoother, faster, and more productive than ever.
Key enhancements in the 2024 Spring Release:
- Continued enhancement of email stability and performance
- Journey stability, performance, and scalability
- Strengthened connection with FOC vendor, DirectMailers, to support enhanced features such as variable fields, promise statements, and more.
Some features and integrations may require specific permissions, add-on modules, or upgraded packages.
Recent releases
Find information or details about the features, functionality, and integrations from our previous releases.
BECOME A TRUSTED PARTNER FOR LIFE
Drive growth with consistent, proactive communication
Our 2023 Summer Platform Release brings purpose-built innovations to help you grow and sustain meaningful relationships with your customers and members.
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.
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.
Improve customer retention
Generate more repeat business and increase referrals by keeping customers engaged with critical information that nurtures your relationships.
New Product Features
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.*
Rate Alert
Available in Q1, the Rate Alert for Customer Intelligence users enhances the way you leverage your data by identifying customers who can benefit from the current interest rate. 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 surface new opportunities and build stronger relationships with every interaction.
Ever-Expanding Integration Library
Total Expert’s integration ecosystem is thriving with the addition of Blend, Verse.io, Box and Bestow, Polly, FinLocker, Bankrate, and Own Up. Whether you’re surfacing data from these sources, connecting your workflows, or driving more leads, Total Expert’s industry-leading integrations make sure you have everything you need in a single, seamless platform.
