I am truly impressed with Total Expert as it serves as an incredible hub, not only functioning effectively as a CRM for our mortgage company but also as a powerful data center and automation tool. I am particularly fond of the passion within the Total Expert organization. Interacting with various team members within their various divisions has consistently shown me that everyone is extremely driven and dedicated not only to their direct clients but also to their clients' clients, specifically the borrowers in the mortgage industry. This commitment is reassuring and inspiring. Additionally, Total Expert's integration capabilities are commendable; I use them effectively with Optimal Blue and Encompass, among others. The ability to seamlessly incorporate these tools enhances my workflows significantly. The initial setup of Total Expert was pretty easy, thanks to the excellent support provided by our customer service manager and the startup team. This ease of implementation and the ongoing support make it a standout choice for our needs in print marketing, email marketing, and customer journeys.
Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume for banks, lenders, and credit unions.