Prioritized Lead Lists
Identify the Next
Best Opportunity
Automatically populate prioritized contact lists based on business goals and empower your teams to have more efficient, meaningful engagements with each customer.
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features
Always know your next move
Keep your deals moving forward with automated tools to stay connected with customers and remove roadblocks in the application process.
Increase application conversions
Tailored dashboards
Categorize and prioritize leads with inclusion and exclusion rules to ensure customer-facing teams always engage the highest value opportunities.
Simplified follow-ups
Use Focused View to access all customer information, call notes, and communication history, then create prioritized lists for customer-facing teams to re-engage.
Centralize & optimize outreach
Log calls, set up follow-up tasks and frequency, and send email communications from one seamless tool.
Surface high-potential opportunities
Leverage data and insights
Stay connected with borrowers at every stage of the application process to make sure opportunities don't slip away.
Accelerate conversions
Enable time-sensitive follow–ups for things like incomplete applications, pre-approval expirations, and incomplete appraisals.
Save time and effort
Automatically build call lists for loan officers and relationship managers based on high-priority business goals.
Close gaps in the customer journey
Automate lead and contact prioritization
Prevent your best opportunities from falling through the cracks by harnessing contact data and customer intelligence insights.
Reduce administrative gridlock
Get your customer-facing teams back to what they do best—building relationships—instead of forcing them to hunt through the database for opportunities or manually build lists.
Align sales and marketing
Give your relationship managers access to each contact’s communication history so they can provide consistent, personalized experiences.
features
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.
Co-Marketing Programs
Tap into your professional network to create engaging co-marketing assets with built-in compliance workflows.
360-Degree Customer View
Pull together data from your entire tech stack to create complete customer profiles so you can initiate the next best discussion or present the more relevant product for each customer’s financial journey.
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.
Dynamic Journeys
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.
Design Studio
Quickly create branded templates at an enterprise level that your agents can personalize without accidentally violating brand or regualtory compliance.
Always-On Nurture Programs
Set up non-intrusive campaigns that help develop relationships with prospects by staying connected and in front of customers even if they don’t have an immediate need for your products.
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.
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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See Total Expert
in action
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Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
Schedule a demo