Audience

CRM and customer engagement platform for agencies

About Total Expert

Purpose-built CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions. Record housing prices, rising interest rates, and limited inventory have left borrowers wondering how to secure their dream home. Despite a significant drop in mortgage applications, homeownership continues to be a major investment in America. Total Expert Founder and CEO Joe Welu spoke with Global Markets Reporter Jill Malandrino on ways lenders can keep homebuyers engaged and pursue their dreams of homeownership. The Total Expert platform is built from the ground up with functionality specific to the unique needs of lending and financial institutions. Make digital experiences just as impactful as in-person engagements with a platform focused on personalizing at scale.

Pricing

Starting Price:
$69 per user per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Total Expert
totalexpertinc.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

Total Expert Frequently Asked Questions

Q: What kinds of users and organization types does Total Expert work with?
Total Expert works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Total Expert support in their product?
Total Expert supports these languages: English.
Q: What kind of support options does Total Expert offer?
Total Expert offers support via phone support and online.
Q: What other applications or services does Total Expert integrate with?
Total Expert integrates with: Capacity, Cyclr, Facebook, Denim Social, Insider One, LinkedIn, and X (Twitter).
Q: What type of training does Total Expert provide?
Total Expert provides training in the form of documentation, live online, webinars, and in person.
Q: Does Total Expert offer a free trial?
Yes, Total Expert offers a free trial.
Q: How much does Total Expert cost?
Pricing for Total Expert starts at $69 per user per month.

Total Expert Product Features

Real Estate Agency

Calendar Management Supported
Client Database Supported
Commission Management Supported
Contact Management Supported
Email Marketing Supported
Flyer / Catalog Printing Supported
Lead Management Supported
Listing Management Supported
Property Database Supported
Website Management Supported
Client / Property Matching Not Supported
Contract Management Not Supported