Build Trust with Confidence with our Winter ’22 Release
General availability on February 23, 2022
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
Data
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.
Insights
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.
Action
Focus on connecting with consumers when it matters most with enhancements to our lead distribution and communications tools.
Customer Intelligence
Lead Distribution Tools
Purpose-built Banking CRM
Customer Intelligence
Customer Intelligence
Surface borrower intent with consumer insights and signals in the Total Expert Platform, including Mortgage Inquiry Alert, Rate Alert, Equity Alert, and Listing Alert.
Lead Distribution Tools
Lead Distribution Tools
Improve speed-to-contact while helping loan officers stand out as the best contact. Enhancements to our new Workflow Engine make it easier than ever to build a better customer experience from first touch.
Purpose-built Banking CRM
Purpose-built Banking CRM
Give relationship managers a 360-degree view to better support consumers throughout their unique financial journeys. New functionality will enhance the customer journey from onboarding to retention, with a focus on building lifelong customer relationships.
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!
