Reporting center
Smarter Decisions Start with Better Data
Streamline your workflows, identify gaps in your pipeline, and better understand your customers with immediate access to even your most granular data. Configure your self-service reports from the template library built into Total Expert to analyze your contacts, loans, Journeys, co-marketing, audits, and more—without ever submitting a ticket.
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features
Analyze and assess, then take action
For years, getting detailed platform data meant filing a request and waiting days for someone else to build it. Reporting Center gives platform admins the detailed reports they ask for most in ready-to-run, easy-to-configure templates that are governed, validated, and available the moment you need them. Just pick a template, set a date range, and download the report in minutes.
Self-service reporting
Stop playing the waiting game just to see your own data. Self-service reporting gives you immediate access to the insights you’re looking for with pre-built templates that you can configure and download in minutes without any advanced technical skills.
Ready-to-use templates
Pick a template, set your parameters, and run the report—no more submitting tickets or waiting in the data engineering queue.
Curated from real demand
Every template began as a real request from one of our customers, so the template library only includes the reports financial professionals need.
Asynchronous by design
Reports run in the background with no timeout (even with large data sets), so you can leave the page and come back to grab your finished report later.
No data point is too fine
Reporting Center spans the data domains admins request most, from audits and Journeys to email performance and opt-outs, with new templates added to reflect customer demand. Here's a snapshot of what's available today:
Pre-built template library
Over 80 curated templates covering: Contacts & Loans, Journeys, Email, Enrichment & Insights, Audits & EBRs, Co-Marketing Partners, SMS, Opt-Outs, User Activity, Print & Social, and more.
No technical skill required
Select a template, configure a date range, click submit, then download your report. No SQL, no BI configuration, and no data expertise needed.
Full platform integration
Reporting Center is just one piece of how Total Expert handles data and analytics. Because our Customer Operating System is fully integrated, you’ll never have to export and import data. If the data is in Total Expert, you can run a report on it—no exporting to another system or waiting on a custom build.
Flexible data access
Pull structured, repeatable extracts through Reporting Center when you need a full dataset that you can share outside Total Expert, like audit packages, EBR reports, loan lists, or Journey contact exports.
Embedded analytics
Surface dashboards and ROI reporting directly within Total Expert where the work happens and where it can most benefit your team's day-to-day workflows.
Enterprise-grade data governance
API integrations and an AI-ready architecture sit on a foundation that Total Expert built for accuracy, compliance, and scalability by validating and surfacing the same data across your entire organization.
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.
AI Sales Assistant
Engage borrowers with compliant, human-like voice conversations that qualify leads, move opportunities forward, and make warm handoffs when originators are available.
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.
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.
Co-Marketing Programs
Tap into your professional network to create engaging co-marketing assets with built-in compliance workflows.
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.
AI Scenario Assistant
Automatically analyze your contacts’ financial situations to create and deliver branded, personalized scenarios for refinancing, leveraging equity, or purchasing a new property through your pricing engine.
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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