Support

Award-Winning Problem Solving

Connect with our tech support team by email or through in-platform chat to ensure that the Total Expert platform continues to produce outcomes for your organization.
OFFERINGS & CAPABILITIES

Award-winning services at your service

Accelerate your time to value and give your customers the personalized experience they deserve with the help of our award-winning industry experts.
Campaigns
  • Campaign build/testing Campaign
  • Campaign consulting
  • Campaign analysis
  • Recommendations on additional best practices
Content Functionality Analysis
  • Library organization
  • Library optimization
  • Branding analysis
  • New content creation
Integration Support
  • Additional integrations
  • Net new data sources (in existing integration)
  • API consulting
  • Tech stack conversions
  • Data mapping review & optimization
System Assessments
Settings and Functionality Analysis
End User/Admin Training
Campaigns
  • Campaign build/testing Campaign
  • Campaign consulting
  • Campaign analysis
  • Recommendations on additional best practices
Content Functionality Analysis
  • Library organization
  • Library optimization
  • Branding analysis
  • New content creation
Integration Support
  • Additional integrations
  • Net new data sources (in existing integration)
  • API consulting
  • Tech stack conversions
  • Data mapping review & opptimization
System Assessments
Settings and Functionality Analysis
End User/Admin Training
HOW IT WORKS

Strategic partners for your success

Total Expert’s award-winning support team is committed to providing timely and effective assistance to help your business continually deliver the experiences that your customers deserve. We measure our success by how well we remove technical obstacles to your organization’s success. Our team responds quickly and works to address incident management and ticket resolution with empathy and transparency so you’re never left wondering about the status of your support request.

Standard support services included for all customers
Helping you help your customers
You’ll never be left wondering who to call or where to look when you need assistance with technical issues, platform training and best practices, or consulting services for long-term marketing strategies and tech stack development.
Financial industry experts
Our technical support team knows how to navigate the challenges you’re facing because we’ve seen them before and helped financial institutions across the country find a path forward.
Questions answered, problems solved
Start with our Knowledge Base
Our robust knowledge base is packed with tips, how-to guides, training materials, and other troubleshooting support for situations we’ve seen before. You’ll also discover the creative ways that other Total Expert customers are leveraging the platform to meet their needs.
Reach out to Technical Support
If you encounter a more serious issue with the platform or need help fixing a technical issue, our support team is available by email and in-platform chat to help you find a solution and get you up and running again.
Standard support services included for all customers
Helping you help your customers
You’ll never be left wondering who to call or where to look when you need assistance with technical issues, platform training and best practices, or consulting services for long-term marketing strategies and tech stack development.
Financial industry experts
Our technical support team knows how to navigate the challenges you’re facing because we’ve seen them before and helped financial institutions across the country find a path forward.
Questions answered, problems solved
Start with our Knowledge Base
Our robust knowledge base is packed with tips, how-to guides, training materials, and other troubleshooting support for situations we’ve seen before. You’ll also discover the creative ways that other Total Expert customers are leveraging the platform to meet their needs.
Explore the Knowledge Base
Reach out to Technical Support
If you encounter a more serious issue with the platform or need help fixing a technical issue, our support team is available by email and in-platform chat to help you find a solution and get you up and running again.
Contact Total Expert Support
why total expert

We're more than a platfrom. 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.
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
services

Dedicated services to deliver value from day one

Unite your internal teams with an all-in-one customer engagement platform that fosters communication, increases collaboration, and drives better outcomes for your customers.
Explore case studies
Professional Services Offerings
Stay one step ahead of the industry by tapping into our team’s decades of financial and technology experience.
Onboarding
Our team of industry experts will guide you through a hassle-free platform implementation.
Expert Content
Develop deeper relationships with every interaction by giving your team immediate access to pre-built content and design templates.
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Let us show you how Total Expert helps drive growth in any market and win customers for life.
Schedule a demo