2025 Winter Platform Release
The lenders and loan officers that take a proactive approach to customer engagement will see the greatest success in 2025. Establishing relationships with prospective borrowers early in the homebuying journey, while nurturing your existing contacts, will help you be ready to act on new opportunities as rates come down.
Data. Insights. Action.
Deliver more impactful customer engagements through dynamic data enrichment
Our 2025 Winter Platform Release aims to help lenders and loan officers maximize the expected rate drops in 2025 by using new Customer Intelligence features to identify, prioritize, and engage customers based on their current mortgage rate. We’ve also added new features to our Engage SMS messaging tool to make staying in touch with busy contacts even easier.
Enriched rate data in contact records
Add new insights to your contact records with Rate Enrichment Data that allows you engage customers in timely, relevant conversations about their refi options.
- Quickly view rate data in the main contact list, or filter contacts by specific rate criteria, to identify every contact that could benefit from a refi.
- Set Rate Alert thresholds by loan type (VA, Jumbo, etc.)
- Calculate monthly savings over 3, 5, and 10 years
- Make Product Pricing Engine (PPE) requests directly in the contact record, then share the estimates directly with customers*.
- View Rate Enrichment fields in Email Builder to add dynamic personalization in any email*.
*This functionality will be available in March.
Engage SMS: Automated responses
Ensure that your contacts get the service and support they need, while remaining compliant. If a contact calls your dedicated Engage SMS number, they’ll receive an automated response directing them to your primary phone line.
Platform enhancements
Your feedback drives our innovation, and the Winter 2025 Release is no exception. We’ve fine-tuned key capabilities across the platform—and added new features—to ensure your daily tasks are smoother, faster, and more productive than ever. For more details and a complete list of all platform enhancements, dive into the release notes below.
Streamlined contact list navigation
Easily navigate to the next or the previous contact within in a saved list without returning to the main list or opening contacts in multiple tabs.
Self-service reporting for contacts
A new set of on-demand, self-service reports allows Total Expert admins to pull contact data for initiatives around contact ownership and contact clean-up.
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.
