Engagement channels
One System to Own Every Channel
Email, SMS, voice, social, direct mail, print collateral—everywhere your team connects with customers, all running on one connected system. Total Expert doesn't just send messages. It delivers value at the right moments, fueled by the full context of every relationship, to help lenders and originators reach borrowers when and where they’re needed.
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features
We're not changing where you engage, we’re changing how you engage
Any platform can send an email or a mass text. The difference is what those emails and texts provide to borrowers. In Total Expert, every engagement and every message pulls from a unified customer record that’s enriched with contextual data and consent awareness. This ensures that your outreach is always personalized, compliant, and coordinated across every channel automatically.
Email
Personalization at scale
Launch campaigns, drip sequences, and one-off communications that engage borrowers the moment they signal a mortgage need with branded emails sent on behalf of an originator.
Triggered by real signals
Rate drops, equity thresholds, and life events trigger the right message automatically, with built-in open rate and click tracking
Co-marketing ready
Launch co-branded campaigns with partners from pre-approved, RESPA-ready design templates.
TWO-WAY SMS
Convenience that converts
Blend automated sequences and direct replies in a single thread, so your team responds faster and keeps the conversation moving on any schedule.
One thread for every message
Originator messages, Journey-triggered texts, and customer replies live in a single thread and always use the same dedicated number.
Compliance in every conversation
Convenient opt-in/out options, bulk opt-in management, and full TCPA-compliance with a full audit trail.
Voice AI
Now there’s something to talk about
AI Sales Assistant makes human-like outbound calls the moment a qualifying lead enters your pipeline to gauge interest, handle objections, and provide context to originators during live transfers or scheduled follow-ups.
Always available
Proactive outreach allows your team to capture borrower intent before the opportunity goes cold—or goes to a competitor.
Always informed
AI Sales Assistant pulls context from lead details and existing Customer IQ data to personalize outreach and make warm handoffs to originators.
SOCIAL MEDIA
Scroll-stopping content
Give every originator access to a library of compliant, personalized social content, so your brand shows up consistently across the organization without causing compliance bottlenecks.
On-brand, on-demand
A centralized content library keeps every post aligned with your brand and accessible for compliance review.
Originator-level content
Content is always ready-to-share and personalized for individual originators.
PRINT & DIRECT MAIL
Offline but still on point
Fold direct mail campaigns into automated Journeys and quickly produce branded, originator-level print collateral that expands your reach beyond digital channels.
Digital campaign support
Email, SMS, and Voice AI outreach trigger direct mail sends in a single workflow to coordinate messaging across every channel.
Automated personalization
Sales and marketing materials automatically pull in your organization’s branding and individual originator’s contact information.
MORE THAN A PLATFORM
We’re here to support your people and your goals
Tools and technology are only as effective as the people who use them. That’s why we provide dedicated support, expert guides, and education resources for every customer—all from a team that’s deeply passionate and knowledgeable about banking and lending.
Services overview
Dedicated Support
Get the help you need from our support and customer success teams.
Professional Services
Make the most of your investment by tapping into a team dedicated to your success out of the gates.
Education & Guides
Elevate your sales and marketing approach alongside a team built to ensure adoption and success.
WHY TOTAL EXPERT
We're more than a platform. We're a partner.
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Enterprise-grade tools
Unite teams across your organization on a single, seamless platform that allows them to stay organized, move faster, and collaborate efficiently.
Built for financial services
Legacy CRMs and horizontal solutions lack the depth and focus of Total Expert's purpose-built intelligence and engagement tools.
Drive growth in any market
Surface high-quality opportunities to engage customers the moment they signal a financial need—even in unpredictable markets.
Win customers for life
Leverage the data insights and marketing automation tools you need to build and nurture long-term relationships.
See Total Expert
in action
Create sustainable growth and increase loyalty with a Customer Operating System that’s purpose-built for financial institutions.
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