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What is Total Expert?

A tailored customer relationship management and engagement platform aimed at promoting expansion and establishing loyalty among modern lenders and financial institutions. As housing prices surge to record levels, interest rates increase, and inventory remains limited, numerous borrowers are left feeling apprehensive about achieving their homeownership dreams. Despite a significant drop in mortgage applications, homeownership continues to be a vital investment opportunity in the United States. In an interview with Global Markets Reporter Jill Malandrino, Joe Welu, the Founder and CEO of Total Expert, shared insights on how lenders can keep connections with potential homebuyers alive and assist them in fulfilling their aspirations for homeownership. The Total Expert system is specifically designed to meet the unique needs of lending and financial entities, ensuring that online interactions hold the same weight as traditional in-person engagements while focusing on scalable personalization. This strategy not only strengthens customer relationships but also equips lenders to adeptly manage the challenges present in today's housing market, ultimately fostering a more resilient financial landscape. With such tools, lenders are better positioned to adapt to shifts in market dynamics and consumer behavior.

What is BNTouch Mortgage CRM?

BNTouch Mortgage CRM delivers a comprehensive digital mortgage solution encompassing CRM, marketing, point-of-sale, and additional resources aimed at enhancing the growth of mortgage firms and loan officers. Key features include: - Automated SMS and email marketing campaigns - Efficient lead distribution and management - Over 35 unique mortgage tools - A digital 1003 application - Ready-to-use marketing collateral - Tailored video marketing solutions - Curated content for social media platforms - Integration capabilities with LOS, Outlook, Zapier, and more - Plus many additional features Don't hesitate to reach out to us today!

Media

Media

Integrations Supported

Capacity
Cyclr
Denim Social
Facebook
Insider One
LinkedIn
X (Twitter)

Integrations Supported

Agent Legend
BoldLeads
Calyx Point
Encompass
Google Calendar
LenderHomePage
LendingPad
Microsoft Outlook
OSE
Sales Boomerang
TrustEngine
Zapier

API Availability

API Availability

Has API

Pricing Information

$69 per user per month
Free Version
Free Trial Offered?

Pricing Information

$69
We've got packages for individual loan officers, mortgage offices of full mortgage corporations. Price breaks for more users.

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Total Expert

Company Website

totalexpertinc.com

Company Facts

Organization Name

BNTouch Mortgage CRM

Date Founded

2004

Company Location

United States

Company Website

bntouch.com

Categories and Features

Real Estate Agency

Calendar Management
Client Database
Commission Management
Contact Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Auto-Responders
Customer Surveys
Drip Campaigns
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Loan Servicing

Loan Processing

Mortgage and Loans

Client Database
Commercial Mortgages
Contact Management
Document Management
Electronic Applications
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Sales Tracking

Not specified

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