I like having one central place for customer and loan data, and a useful API that covers the contacts, loans, and activities we need to sync. The REST API makes syncing straightforward, and webhooks let us react to events in near real time. The journey builder and prebuilt LOS integrations let non-developers set up automated campaigns without new code from us. When a loan status changes, the API can trigger the right customer journey, so loan officers don’t have to update records by hand. Webhooks also send engagement events back to our services for reporting and internal alerts. This setup cuts down on manual development requests and custom integration and maintenance work, while helping keep customer outreach consistent and compliant. The LOS integration works well, and the core setup went smoothly with help from the onboarding team. I also appreciate that Total Expert is a strong, industry-focused platform.

I like that Total Expert helps me stay accountable with reminders and automatically sends emails to my realtor partners and clients. I can see ideas to share with my realtor partners, keep birthdays in the system and send birthday announcements, and set posts to go out to clients. I also like creating flyers and co-branding them with my realtor partners. I can add their photo and marketing information, include my information and a QR code, and make marketing pieces that help us look unified as a team.

The ease of pulling the flyer's and the automated emails.