Pre-Configured Workflows

Centralized Content Reviews and Approvals

Make sure every marketing asset meets your brand’s highest standards and the latest regulatory requirements with a simple, streamlined process for reviews and approvals.
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Open house listing with property photo, agent profile, and workflow steps for sending for approval and final approval
features

Eliminate bottlenecks and maintain compliance

Create a streamlined approval structure to ensure that all sales and marketing assets meet brand and regulatory guidelines without slowing down your campaigns.

Fewer headaches, more peace of mind

Disclaimer management
Create and update footers and disclaimers from one centralized library—and ensure they stay up to date by pushing automatic updates to any asset using a footer template.
Required approvals
Improve your speed to market by establishing clear approval workflows that ensure key stakeholders review and approve content before you push it out to your leads and customers.
Open house listing card with property photo, agent details, and connected actions for new contact created, signup, and automatic updates

Be confident in your compliance reviews

Comprehensive audit trails
Create an easy-to-track audit trail for content review and approvals to ensure that all edits are visible for stakeholders to accept or reject.
On-demand reporting
Build, store, and export comprehensive audit reports that include every marketing and co-marketing asset you’ve sent to leads and customers via Total Expert, then share it with your compliance and leadership teams.
Content review panel displaying credit rating tiers with status labels, alongside a preview grid of content templates
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.
Customer Success

Simplify compliance management in the Total Expert platform

Customer stories
“A streamlined CRM with a bright future.”
Dealing with primarily content, the support and turn-around time we get on any issues that arise is typically very quick and helpful. Templates are easy to share and edit. They are also constantly pushing new updates to add new features and optimize current content.
Jordan B.
CRM Specialist II
“Top Customer Experience & Integration CRM.”
One of the top features of Total Expert is the ability ro personalize customer engagement to effectively keep customers up to date on loan status, provide education, and create a seamless experience throughout the loan process. The ability to integrate different mortgage industry systems has been helpful in making our loan officer's business more effective. Finally, the ability to pair well with our Compliance standards gives us peace of mind in the tools and communication we send through Total Expert.
Mikala S.
Origination Support & Product Specialist Manager
“The GOLD standard in mortgage CRM and marketing platform.”
Total Expert has a wonderful UX that makes it easy for loan officers to use. Their Journey functionality is the absolute best for multi-platform campaigns and full automation. Their customer support is top notch, whether you are using the online chat or submitting a ticket.
Scott K.
Vice President of Marketing and Business Development
“Total Expert changes the marketing game.”
I love the ability to be able to store and organize marketing pieces and categories!
Erica P.
Chief Credit of Policy
“TE knocks it out of the park.”
When you work work with TE, you always feel like you have an advocate on your side. Always available to listen, always up for the challenge. You feel heard.
Jelaire G.
Founder
“The WINS I’ve seen and had with Total Expert!”
The Journey bulilding is top notch and the easiest i've ever used. I'd also like to shoutout all the representatives that work with everyone. I use this platform every day and when I have questions the response is always same day. I also love how easy the import and campaign builders are. This was one of the first implimentation and integration that I was a part of and it was a breeze!
Cole C.
Marketing Supervisor
MARKETING AUTOMATION

Connect customers with the content they need, when they need it

Make every interaction impactful through customized, multichannel campaigns and personalized journeys that combine digital and human touchpoints—all tailored to that customer’s financial needs and goals.
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Customer Intelligence Journey dashboard displaying a visual flowchart of customer touchpoints, actions, and outcomes
Deliver the perfect customer journey
Utilize intelligent Journeys that provide the right mix of human and digital touchpoints and adjust based on the customer’s behavior and preferences to help you form deeper relationships and increase conversions.
Get your message to market faster
Leverage pre-built content from industry leaders or modify it to fit your needs, drive customer engagement, deepen relationships, and build trust—all from day one.
Hit the bullseye with every communication
Create robust campaigns that welcome new customers, target cross-sell opportunities, or persuade hard-to-convert prospects to improve engagement and drive revenue.

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in action

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Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
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