Total Expert — Mortgage CRM
Total Expert is an enterprise customer experience and marketing platform used by many top-25 U.S. banks and IMBs. Combines CRM, journeys, content, and repo
Category: Mortgage CRM
Enterprise CX + marketing platform for banks and IMBs.
Total Expert is an enterprise customer experience and marketing platform used by many top-25 U.S. banks and IMBs. Combines CRM, journeys, content, and reporting for mortgage and consumer banking.
Best for
Large banks and IMBs needing enterprise CX orchestration.
Key capabilities
- Customer journeys
- Content management
- Compliance approvals
- Encompass integration
Headquarters: St. Louis Park, MN
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For loan officers
Total Expert handles your file. We handle the follow-up.
Keep every borrower and referral partner warm while the file moves, without hiring an assistant.
- Automated follow-up on every lead
- Realtor partner updates and co-marketing
- Rate-drop and equity alerts on past clients
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