Redefine Sales & Marketing Collaboration

Unite your internal teams with an all-in-one customer engagement platform that fosters communication, increases collaboration, and drives better outcomes for your customers.

Maximize productivity and streamline customer engagement

Prioritized Lead Lists

Stop playing cold-call roulette Identify the leads and customers that your teams should engage with first to increase conversions, improve customer relationships, and maximize productivity across your organization. Increase conversions Build a customized dashboard to help streamline engagement and follow-ups. Surface opportunities Identify critical leads, build call lists, and connect when it matters most.

360-Degree Customer View

Who, what, where—it's all there Pull together data from your entire tech stack to create complete customer profiles so you can initiate the next best discussion or present the more relevant product for each customer’s financial journey. Holistic profiles Dynamic data insights help you better understand customer needs and goals. Contact segmentation Increase the impact of every engagement and provide timely, relevant communications.

Engage SMS

Convenient, compliant conversations at your fingertips Engage SMS keeps you connected with your customers through seamless two-way text communications that sync between the Total Expert platform and mobile app and ensure compliance with TCPA, 10DLC, and other regulatory requirements. Dynamic personalization Deepen your relationships by delivering timely, relevant messages that reflect your customers’ financial needs and goals. More responses Conversational, two-way SMS gets your message across with up to 98% open rates and 45% response rates.

Lead Management

Capture, route, and convert more leads View and manage all of your leads in a single dashboard to quickly pull up and sort profile data, segment, review engagement history, and prioritize leads to increase conversions. Consolidated views See, sort, and segment contacts based on foundational data and financial activity. Prioritized engagements Take the guesswork out of your daily routine and connect with leads who are ready to convert.

Co-Marketing

Drive more referrals from professional relationships Tap into your professional network to create engaging co-marketing assets with built-in compliance that expose your brand and products to new audiences. Co-branded assets Use pre-built templates or customize them to fit the needs of your referral relationships. Performance tracking Real-time dashboards and reporting help keep your co-marketing efforts running smoothly.

Workflow Management

Eliminate approval bottlenecks Get the right stakeholders involved at the right time to increase visibility, maintain efficiency, keep projects moving on time and within budget. Centralized experience Deliver messages, create follow-up tasks, and track deals without switching apps or juggling tabs. Reporting & dashboards Evaluate and adjust channels, audiences, and campaigns in real time to maximize performance.

Dashboard & Pipeline Views

Show and tell, then take action Access in-depth performance insights to understand what’s working, identify gaps, and make informed, data-driven decisions that better support your teams and your business. Pre-built dashboards Harness data to quickly identify opportunities, address gaps, and mobilize your teams toward goals. Contact-level data Give your customer-facing teams the insight they need to provide consistent, personalized experiences.

AI Sales Assistant

Conversational AI Engagement for Modern Lending Teams Empower your loan officers with compliant, human-like voice and text communications that nurture leads, qualify prospects, and help drive loan applications forward. Always on, always engaged Your AI Sales Assistant never misses an opportunity to recognize borrower intent and help move conversation forward. Coachable, customizable, and conversational Tailor your AI sales assistant to match your brand and continuously improve with every interaction.