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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.

About

Tuo is a Lending-as-a-Service (LaaS) platform that provides the essential infrastructure, workflows, and integrations needed to launch, manage, and scale digital lending products quickly without building complex backend systems from scratch. It centralizes and automates key lending functions, including underwriting, compliance management, loan servicing, risk modeling, and collections, so financial innovators and non-licensed lenders can focus on customer acquisition and growth rather than operational complexity. It connects with a network of financial institutions and trusted data providers to handle regulatory requirements and support real-time identity verification, credit reporting, and account data aggregation. Tuo’s customizable interface lets lenders tailor underwriting rules, risk profiles, borrower experiences, dashboards, and workflows to match unique business strategies while simplifying borrower interactions on web and mobile.

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

CRM and customer engagement platform for agencies

Audience

Fintechs, non-licensed lenders, and financial institutions that need a complete cloud-native lending infrastructure to launch, automate, and scale credit products while managing compliance, underwriting, risk and servicing

Support

Phone Support Supported
24/7 Live Support Not Supported
Online 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

$69 per user per month
Free Version Supported
Free Trial 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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

Total Expert
totalexpertinc.com

Company Information

Tuo
Founded: 2020
United States
tuo.io

Alternatives

Alternatives

Lending Manager

Lending Manager

CloudMaven, Inc
Mortgage Quest

Mortgage Quest

Market Focus
HES LoanBox

HES LoanBox

HES FinTech
MeridianLink Engage

MeridianLink Engage

MeridianLink
LendFoundry

LendFoundry

Sigma Infosolutions

Categories

Real Estate Agency Supported

Categories

Embedded Insurance Supported
Loan Management Supported
Loan Servicing 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 Supported
Cyclr Supported
Denim Social Supported
Facebook Supported
Insider One Supported
Intellicheck Not Supported
LinkedIn Supported
LoanPro Not Supported
Plaid Not Supported
X (Twitter) Supported

Integrations

Capacity Not Supported
Cyclr Not Supported
Denim Social Not Supported
Facebook Not Supported
Insider One Not Supported
Intellicheck Supported
LinkedIn Not Supported
LoanPro Supported
Plaid Supported
X (Twitter) Not Supported
Claim Total Expert and update features and information
Claim Total Expert and update features and information
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Claim Tuo and update features and information