TotalExpert

TotalExpert

Total Expert
+
+

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About

Brighter financial futures within easy reach. Explore the leading digital lending platform for mortgages and consumer banking. Easily visualize key engagement metrics with pre-built reports, make informed decisions about process change with granular data, and share meaningful insights across your organization. Improve conversion and customer satisfaction with seamless lending experiences across digital, phone, and in-branch channels. Free loan officers to focus more of their time on finding new customers and serving as trusted advisors. Automate manual steps to eliminate delayed approvals and ensure timely closings, so you can handle more loans. Deliver seamless customer journeys that drive growth, increase productivity, and deepen customer relationships. Leverage a vast community of technology, data, and service providers to deliver seamless customer journeys. Tap into the power of our extensive ecosystem.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Mortgage banks, retail banks, credit unions seeking a solution to improve their financial operations

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Blend
Founded: 2012
United States
blend.com

Company Information

Total Expert
Founded: 2012
United States
totalexpert.com

Alternatives

Alternatives

Cimmaron Mortgage Manager

Cimmaron Mortgage Manager

Cimmaron Software, Inc.
Moneylender Professional

Moneylender Professional

Whitman Technological Corporation
Novopay

Novopay

Novopay Solutions
Unify CRM

Unify CRM

Unify

Categories

Categories

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing Features

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Integrations

BNM360
COZYROC SSIS+ Suite
Coalfire
ConformX
Cyber360
Docusign
Encapture
Finicity
Flueid
Google Maps
Kinective Bridge
LodeStar
Peach Finance
Plaid
Privacy360
SOLEX
Senso
Surefire CRM
TrustEngine
User.com

Integrations

BNM360
COZYROC SSIS+ Suite
Coalfire
ConformX
Cyber360
Docusign
Encapture
Finicity
Flueid
Google Maps
Kinective Bridge
LodeStar
Peach Finance
Plaid
Privacy360
SOLEX
Senso
Surefire CRM
TrustEngine
User.com
Claim Blend and update features and information
Claim Blend and update features and information
Claim TotalExpert and update features and information
Claim TotalExpert and update features and information