Related Products
|
||||||
About
FinLocker is a transactional personal financial assistant tool that enables loans and financial transactions. With consumer consent, FinLocker captures key borrower data (e.g., assets, income, taxes, credit, real estate, credit, insurance, and more) and applies intelligent analytics such as loan product recommendations based on a consumer’s financial profile, asset and income verification, and more. Plus additional innovative features, such as preparing first-time homebuyers financially, 140+ mortgage education videos, and real estate search. A secure data and document vault. With consumer’s consent, FinLocker retrieves and aggregates data from trusted sources and applies AI for insights and recommendations. Lenders can communicate with the consumer and offer promotions, products, customized notifications or personalized recommendations. Borrowers are given unprecedented insight into and control over their data, giving them greater confidence.
|
About
Purpose-built CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions. Record housing prices, rising interest rates, and limited inventory have left borrowers wondering how to secure their dream home. Despite a significant drop in mortgage applications, homeownership continues to be a major investment in America. Total Expert Founder and CEO Joe Welu spoke with Global Markets Reporter Jill Malandrino on ways lenders can keep homebuyers engaged and pursue their dreams of homeownership. The Total Expert platform is built from the ground up with functionality specific to the unique needs of lending and financial institutions. Make digital experiences just as impactful as in-person engagements with a platform focused on personalizing at scale.
|
|||||
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
For lenders looking for a consumer-enabled financial locker for reducing costs and risks
|
Audience
CRM and customer engagement platform for agencies
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
|
Support
Phone Support
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
$69 per user per month
Free Version
Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
|||||
Company InformationFinLocker
United States
www.finlocker.com
|
Company InformationTotal Expert
totalexpertinc.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
|
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Real Estate Agency Features
Calendar Management
Supported
Client / Property Matching
Not Supported
Client Database
Supported
Commission Management
Supported
Contact Management
Supported
Contract Management
Not Supported
Email Marketing
Supported
Flyer / Catalog Printing
Supported
Lead Management
Supported
Listing Management
Supported
Property Database
Supported
Website Management
Supported
|
||||||
Integrations
Capacity
Not Supported
Cyclr
Not Supported
Denim Social
Not Supported
Facebook
Not Supported
Insider One
Not Supported
LinkedIn
Not Supported
X (Twitter)
Not Supported
|
Integrations
Capacity
Supported
Cyclr
Supported
Denim Social
Supported
Facebook
Supported
Insider One
Supported
LinkedIn
Supported
X (Twitter)
Supported
|
|||||
|
|
|