Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • LendingPad Reviews & Ratings
    302 Ratings
    Company Website
  • Mortgage Automator Reviews & Ratings
    189 Ratings
    Company Website
  • BoldTrail Reviews & Ratings
    2,099 Ratings
    Company Website
  • Lofty Reviews & Ratings
    407 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,191 Ratings
    Company Website
  • Axe Credit Portal Reviews & Ratings
    3 Ratings
    Company Website
  • SBS Banking Platform Reviews & Ratings
    29 Ratings
  • SBS Asset Finance Reviews & Ratings
    3 Ratings
    Company Website
  • DreamClass Reviews & Ratings
    93 Ratings
    Company Website
  • Qminder Reviews & Ratings
    337 Ratings
    Company Website

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 HomeZada?

HomeZada is an innovative online platform and application designed to help homeowners effectively manage their most significant asset and expense—their home. This secure, cloud-based solution enables users to monitor their home inventory, oversee various home projects, and gain insights into the overall costs of homeownership. Additionally, it serves as a valuable resource for service providers in sectors such as insurance, mortgages, real estate, and home construction, aiding them in maintaining relationships with current clients while also drawing in new ones. Through its comprehensive features, HomeZada empowers homeowners to make informed decisions regarding their properties.

Media

Media

Integrations Supported

Capacity
Cyclr
Denim Social
Facebook
Google Calendar
Insider One
LinkedIn
Microsoft Excel
Microsoft Outlook
X (Twitter)
iCalendar

Integrations Supported

Capacity
Cyclr
Denim Social
Facebook
Google Calendar
Insider One
LinkedIn
Microsoft Excel
Microsoft Outlook
X (Twitter)
iCalendar

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$79.00/year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Total Expert

Company Website

totalexpertinc.com

Company Facts

Organization Name

HomeZada

Date Founded

2011

Company Location

United States

Company Website

www.homezada.com

Categories and Features

Real Estate Agency

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

Categories and Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Real Estate Agency

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

Popular Alternatives

Popular Alternatives

myhomeIQ Reviews & Ratings

myhomeIQ

SOA Labs
Mortgage Quest Reviews & Ratings

Mortgage Quest

Market Focus
MeridianLink Engage Reviews & Ratings

MeridianLink Engage

MeridianLink