AsurityDocs

AsurityDocs

Asurity
TotalExpert

TotalExpert

Total Expert
+
+

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About

We set the mortgage industry standard for cost efficient and fully compliant software and transaction support services. AsurityDocs dynamically generates mortgage loan documents for every residential loan type compliant with state and federal regulations. We are singularly focused on making mortgage lending processes more cost-effective, timely, and compliant. Our products and solutions are built and delivered by industry-leading legal and RegTech experts who are masters of the regulatory landscape and who take the time to understand the ins and outs of each client’s operating model. Expert insights on emerging trends, new regulations, and updates to our RegTech suite of solutions. It’s our mission to be at the forefront of delivering end-to-end, efficient, and compliant products and solutions tailored for the consumer lending market –designed, built, and supported by the best domain experts and client service teams.

About

Deepen your relationships with industry-leading integrations and reporting tools to make your data work for you. Develop more actionable insights with a single source of truth to deeply understand your customers and their financial journeys–transforming engagement and building a better customer experience. Create a data-rich ecosystem at the core of your sales and marketing activities. Then leverage these insights to dig into performance and truly understand your ROI. Total Expert is the CRM and customer engagement platform uniquely built for banks. Banks that partner with Total Expert have grown 2.2x the speed of the industry and win deeper customer relationships, drive higher retention, and provide greater customer satisfaction – all through a hybrid digital + human approach.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Mortgage industry companies seeking a solution to improve their digital mortgage experience

Audience

CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions

Support

Phone Support Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Asurity
Founded: 2015
United States
www.asurity.com/product/propel/

Company Information

Total Expert
Founded: 2012
United States
totalexpert.com

Alternatives

Alternatives

Cimmaron Mortgage Manager

Cimmaron Mortgage Manager

Cimmaron Software, Inc.
Telemetry BI

Telemetry BI

5X Solutions
Surefire CRM

Surefire CRM

Top of Mind Networks
Unify CRM

Unify CRM

Unify

Categories

Mortgage and Loans Supported

Categories

Financial CRM Supported
Mortgage and Loans Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Not Supported
Closing Documents Not Supported
Commercial Mortgages Not Supported
Contact Management Not Supported
Credit Reporting Not Supported
Customer Statements Not Supported
Document Management Supported
Electronic Applications Not Supported
Government Loans Supported
Loan Origination Not Supported
Loan Servicing Not Supported
Pipeline Management Not Supported
Pre-Qualification Not Supported
Refinance Management Not Supported
Residential Mortgages Not Supported

Integrations

COZYROC SSIS+ Suite Not Supported
Infinant Interlace Platform Supported
TrustEngine Not Supported

Integrations

COZYROC SSIS+ Suite Supported
Infinant Interlace Platform Not Supported
TrustEngine Supported
Claim AsurityDocs and update features and information
Claim AsurityDocs and update features and information
Claim TotalExpert and update features and information
Claim TotalExpert and update features and information