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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/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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

FinLocker
United States
www.finlocker.com

Company Information

Total Expert
totalexpertinc.com

Alternatives

Alternatives

HES LoanBox

HES LoanBox

HES FinTech
Mortgage Quest

Mortgage Quest

Market Focus
Lender Optimus

Lender Optimus

Lender Software Solutions
MeridianLink Engage

MeridianLink Engage

MeridianLink
Senso

Senso

Senso.ai
AutomatIQ

AutomatIQ

Cotality

Categories

AI Lending Supported
Loan Origination Supported

Categories

Real Estate Agency Supported

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
Claim FinLocker and update features and information
Claim FinLocker and update features and information
Claim Total Expert and update features and information
Claim Total Expert and update features and information