Audience

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

About TotalExpert

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.

Integrations

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Company Information

Total Expert
Founded: 2012
United States
totalexpert.com

Videos and Screen Captures

TotalExpert Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Live Online
Support
Online

TotalExpert Frequently Asked Questions

Q: What kinds of users and organization types does TotalExpert work with?
Q: What languages does TotalExpert support in their product?
Q: What kind of support options does TotalExpert offer?
Q: What other applications or services does TotalExpert integrate with?
Q: What type of training does TotalExpert provide?

TotalExpert Product Features

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking

Mortgage and Loans

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

TotalExpert Additional Categories