Description

Total Expert is a customer relationship management platform designed for mortgage lenders and marketing professionals. It enables users to close loans and retain borrowers across lending channels; handle debit card activation, e-statement enrollment, or online banking operations from a central platform; analyze consumers’ situations, predict future needs, and segment customers based on preferences; create and deploy campaigns on multiple channels–including print, direct mail, social, SMS, and email marketing; analyze performance and key metrics with customized reports. Features include a 360-degree contact view, marketing automation, API tools, compliance management, activity filters, equity alerts, and artificial intelligence.