Build Trust with Confidence with our Winter ’22 Release

General availability on February 23, 2022

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Get a preview of the winter release features and enhancements

Join us on Wednesday, March 2 at 12 p.m. CT as we officially unveil our full suite of winter release features and enhancements.

Build trust with confidence


Empower your teams with the ability to get a 360-degree view of consumers to hyper-personalize outreach at scale without losing the ability to humanize in-person connections.


Surface consumer data and signals to understand their next best-action – meaning you can deliver the right message at the right time to support them where they are in their financial journeys.


Focus on connecting with consumers when it matters most with enhancements to our lead distribution and communications tools.

New Total Expert + Vidyard integration

As part of our winter release, we’re excited to announce a new integration with Vidyard! This new integration makes it easier than ever for loan officers to add Vidyard videos to emails via email builder—helping them personalize and build trust with prospects and customers.

Recent releases

Looking for information or resources from a past release? You’ve come to the right place!