Mobile App
Your Pipeline, In Your Pocket
Deals don’t wait for schedules to align, or for originators to get back to their desk. The Total Expert Mobile App puts your most used tools in the palm of your hand, so you can manage leads, send messages, tackle to-dos, and keep deals moving forward even when you’re on the move.
Schedule a demo
features
Built for how originators actually work
No two days look the same for any originator—and no two deals move forward the same way. Leads go stale when you’re between appointments and generic phone numbers from siloed platforms cause fragmented communication, all while tasks accumulate and opportunities slip away because your tools demand a specific kind of availability that doesn’t work for modern originators. Our Mobile App lets you run your business on your terms—and any schedule.
Every lead at your fingertips
Never wonder what’s next
Quickly view and filter assigned leads to surface the highest-priority opportunities without sifting through your whole pipeline
Seamlessly shift from desktop to mobile
Manage leads, update deal stages, take notes, and log outcomes right from your phone—then pick up where you left off when you’re back at your desk.
Reach out instantly
Call or text a borrower directly from the lead detail, with full context in a single view, so the only thing impacting speed-to-lead is your cell signal.
A dedicated, local business number
Two-way conversations
Send and receive texts from the same number every time—even automated Journey messages—so your conversations stay in one thread to preserve context and continuity.
Built-in compliance
Every conversation runs through Total Expert's 10DLC-compliant infrastructure, with opt-in/out enforcement, optional “quiet hours,” and a simple audit trail that logs every message.
Real-time push notifications
Get instant alerts for incoming texts, with deep links straight to the conversation so you can respond in seconds.
Follow ups, not hold ups
Stay on task
Create, manage, and complete tasks on the go—organized by urgency, so you always know what needs attention first.
Context for every contact
Search your contacts, jump to recent conversations, and open a detailed view with activity history, tasks, and notes so you can choose the next best action.
Secure, simple access
Strong password but a bad memory? Sign in using FaceID or a fingerprint to stay secure while you’re staying in touch.
sales center
The power of purpose-built
If you want to stand out in a crowded and competitive industry, you need to be intentional about the technology you choose to support your digital transformation. Total Expert unites your entire organization on a single, seamless platform to help deliver the personalized experiences your customers deserve at every stage of their financial journey.
Lead Management
Capture, route, and advance every opportunity in a cohesive pipeline, so leads get assigned instantly, follow-ups are more consistent, and conversations never go cold.
Co-Marketing Programs
Tap into your professional network to create engaging co-marketing assets with built-in compliance workflows.
Engage SMS
Stay connected with your customers through seamless two-way text communications that sync between the Total Expert platform and mobile app and ensure compliance with TCPA, 10DLC, and other regulatory requirements.
WHY TOTAL EXPERT
We're more than a platform. We're a partner.
Schedule a demo
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.
Schedule a demo