TOTAL EXPERT FOR SALESFORCE
The Modern Growth Engine for Financial Services
Add a purpose-built sales and marketing toolbox to drive growth and increase retention without extra development costs.
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How It works
Unlock the full potential of your Salesforce CRM
Total Expert for Salesforce provides your team with a content library of compliant print and social assets, co-marketing tools, a realtor referral program, and real-time customer insights. This seamless integration boosts efficiency and production—leading to stable growth and increased Salesforce adoption rates.
INCREASED CUSTOMER ENGAGEMENT
Fill the gaps in your
marketing communications
Customer Intelligence
Leverage built-in alerts to create deal flow and stop opportunities from slipping away. Know the moment a customer or borrower experiences a life event or signals intent to make a major financial decision so you can reach out when it matters most.
Included in:
Full Suite
Customer Intelligence
Content Library
Develop deeper relationships with every interaction by giving your team immediate access to fully customizable content templates created by industry experts and proven to drive more impact and meaningful engagements with customers and leads.
Included in:
Full Suite
Marketing Suite
Co-Marketing Tools
Tap into your professional network and create engaging co-marketing campaigns that expose your brand and products to new audiences with RESPA-compliant rate flyers, single-property websites, and emails.
Included in:
Full Suite
Marketing Suite
Intelligent Automation
Combine data and insights from across your tech stack to deliver sales and marketing communications that resonate with customers and leads no matter where they are on their financial journey.
Included in:
Full Suite
BETTER OUTCOMES
Proven results for banks and lenders
2x
Retention rate
Reach loan retention rates of more than 60% (compared to the 18% industry average).
3x
Relationship growth rate
Personalized cross-sell campaigns help sell new products to existing customers within the first 6 months.
2x+
Increase in pipeline
Get 100% more conversions and 20% more closed loans with Customer Intelligence + Journeys, compared to other alerts and campaigns.
SEAMLESS CUSTOMER EXPERIENCES
Drive growth and win customers for life
Increase engagement
Automate your sales and marketing communications to connect with contacts at critical milestones—or keep them engaged with relevant content until they’re ready to make their next big financial decision.
Access all your data, all in one place
Push contacts, accounts, and financial information from Salesforce to Total Expert—then share engagement data for those contacts and accounts from Total Expert to Salesforce.
Boost productivity
View and access Total Expert engagement activity directly in Salesforce; empowering your team to personalize and tailor communications without having to manage two different platforms.
SUITE COMPARISON
Find the right tools to grow your business
Choose the Total Expert for Salesforce suite that fits your organization’s specific needs. Pricing is based on the suite selected, the number of Salesforce users you want to access our purpose-built tools, and the number of contacts in your database you would like to monitor with Customer Intelligence.
Full Suite
Customer Intelligence Suite
Marketing Suite
System Connector Only
Data Sync
Customer Intelligence
Content Library
Co-Marketing
Intelligent Automation
PARTNER ECOSYSTEM
Unmatched partnerships and seamless integrations
Explore our full partner network to find innovative technology solutions and vital integrations that compliment Total Expert's capabilities.
View all partners
EXPERT PARTNER NETWORK
Gift Homie
Gift Homie makes it easy to automatically send thoughtful, personalized gifts throughout the borrower journey. Through our integration with Total Expert, loan officers can choose which milestones automatically trigger a gift and what gets sent, whether it’s a handwritten note early in the borrower journey, a personalized closing gift, or a thoughtful gift for a birthday or loan anniversary. With flexible gift options, personalization, and price points, you can create a gifting journey that feels uniquely yours. Once set up, gifting happens automatically, helping you stay top of mind, strengthen relationships, and drive referrals without adding extra work for you or your team.
EXPERT PARTNER NETWORK
Insyde AI
Insyde AI empowers mortgage and financial institutions with intelligent, secure, and intuitive AI solutions. They deploy intelligent GPT Assistants that deliver instant answers, automate routine tasks, and accelerate revenue through simple natural language prompts within existing tools.
EXPERT PARTNER NETWORK
Cordless
Cordless helps lenders stop losing repeat and referral business to the competition. Through real-time home-shopping activity across thousands of the web's leading real estate sites, Cordless flags which of your past customers are actively house-hunting again — often before they've applied for a new mortgage anywhere. Loan officers get early, actionable alerts so they can re-engage the right borrower at exactly the right moment to help you generate new deals from your own database.
EXPERT PARTNER NETWORK
Tidalwave
Tidalwave is an AI-native mortgage technology platform built to automate the entire loan origination workflow — from application through close. SOLO, Tidalwave's 24/7 AI loan assistant, handles data entry, document review, and borrower communications so loan officers can focus on relationships, not paperwork. With a bi-directional Encompass integration and connections to leading verification vendors, Tidalwave reduces closing times, cuts origination costs by up to $1,500 per loan, and increases underwriter capacity by 2–3x.
BECOME A PARTNER
Help us transform the relationships between financial institutions and the people they serve
Learn how you can get your platform in front of Total Expert’s tech-savvy customers and help them create a more complete technology solution.
Become a partner