Audience

CRM and customer engagement platform for agencies

About Total Expert

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.

Pricing

Starting Price:
$69 per user per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Total Expert
totalexpertinc.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

Total Expert Frequently Asked Questions

Q: What kinds of users and organization types does Total Expert work with?
Q: What languages does Total Expert support in their product?
Q: What kind of support options does Total Expert offer?
Q: What other applications or services does Total Expert integrate with?
Q: What type of training does Total Expert provide?
Q: Does Total Expert offer a free trial?
Q: How much does Total Expert cost?

Total Expert Product Features

Real Estate Agency

Calendar Management
Client Database
Commission Management
Contact Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Client / Property Matching
Contract Management