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
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.
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.
Customer Success
Simplify compliance management in the Total Expert platform
Customer stories
“A streamlined CRM with a bright future.”
Jordan B.
CRM Specialist II
“Top Customer Experience & Integration CRM.”
Mikala S.
Origination Support & Product Specialist Manager
“The GOLD standard in mortgage CRM and marketing platform.”
Scott K.
Vice President of Marketing and Business Development
“Total Expert changes the marketing game.”
Erica P.
Chief Credit of Policy
“TE knocks it out of the park.”
Jelaire G.
Founder
“The WINS I’ve seen and had with Total Expert!”
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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See Total Expert
in action
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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