DRIVE GROWTH WITH CONSISTENT, PROACTIVE COMMUNICATION
2023 Summer Platform Release
Our 2023 Summer Platform Release brings purpose-built innovations to help you grow and sustain meaningful relationships with your customers and members.
INNOVATIVE SOLUTIONS
The power of a purpose-built engagement platform
Total Expert is excited to introduce the next generation of our Customer Intelligence platform connecting the system of intelligence with the system of action for modern financial institutions (FIs). With each major release, we are committed to putting data and insights into the hands of FIs to drive the best experience for every customer.
Customer Intelligence: equity enrichment
Make data-driven decisions with robust insights into your existing customers’ home equity status. Uncover and convert more opportunities by drilling into your existing customers’ data to better understand the key metrics that enable you to better meet their needs. Surface key metrics like loan-to-value ( LTV), LTV change, equity percentage, and remaining balance with every equity alert so you can act effectively on that customer’s need.
Advanced lead management
Deliver the right leads to the right person at the right time. Our advanced lead management capability provides an end-to-end solution to quickly capture, route, and engage new leads. By
eliminating the need to manage multiple, disconnected solutions for marketing automation, lead routing, and engagement, you’re able to provide a better customer experience that increases deal flow, conversions, and retention.
Two-way SMS
Empower your customer-facing teams with convenient two-way directional short message service (SMS) capabilities that they can manage directly from the chat functionality within the Total Expert platform. Engage new leads and existing customers with convenient messaging that they can respond to no matter where they are. The full conversation history with each contact is saved in their profile so you can reference previous conversations and provide more personalized service
Enhanced partner ecosystem
No single technology solution can be everything for everyone. That’s why Total Expert continues to build an industry-leading partner ecosystem by curating best-in-class technologies that drive higher ROI for our customers. With this release, we’re excited to announce our integrations with point-of-sale providers SimpleNexus and Floify, recruiting data provider Ingenius, pricing engine Optimal Blue as well as our best-in-class Salesforce and Encompass applications.
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.
