Total Expert
The Customer Engagement Platform for Modern Financial Institutions.
Overview
Total Expert is a comprehensive marketing, sales, and customer engagement platform built specifically for modern financial institutions. It enables loan officers and bankers to manage customer relationships from a single platform, delivering personalized marketing campaigns and co-marketing with partners. While not a traditional borrower portal, its functionality supports the borrower's journey through automated communications, educational content, and milestone updates, integrating with POS and LOS systems to provide a cohesive experience.
✨ Key Features
- Marketing automation (email, social media, print)
- Sales enablement and CRM
- Co-marketing capabilities for partners (e.g., real estate agents)
- Automated journey-based communication
- Compliance and brand management
- Data analytics and reporting
🎯 Key Differentiators
- Purpose-built for the financial services industry
- Combines marketing, sales, and engagement in one platform
- Strong co-marketing and compliance features
Unique Value: Total Expert provides a single, compliant platform for financial institutions to automate personalized customer journeys, fostering loyalty and driving growth across their entire product portfolio.
🎯 Use Cases (4)
✅ Best For
- Adopted by a significant number of the top retail lenders in the U.S. to power their marketing and customer engagement strategies.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations looking for a standalone, transactional borrower portal for document upload and loan applications.
🏆 Alternatives
Unlike generic marketing automation platforms, Total Expert is built with the specific compliance, data, and workflow needs of the lending industry in mind, offering pre-built content and integrations that accelerate time-to-value.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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