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 12 Ratings

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 Mortgage Quest?

Mortgage Quest serves as a comprehensive CRM and email marketing platform tailored specifically for the mortgage sector. By offering an extensive array of industry-related content, marketing tactics, and potential leads, it enhances sales opportunities not only with existing and former clients but also through referral partners like real estate agents. The system features a weekly newsletter focused on mortgages and real estate, pre-made mortgage video emails, and customizable e-cards for holidays, birthdays, and loan anniversaries, along with numerous other content choices. Additionally, Mortgage Quest provides social media marketing services, enabling users to automatically share their content across platforms like Facebook and LinkedIn, thus expanding their reach even further. This all-in-one solution simplifies marketing efforts while bolstering engagement and connection with clients.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$45 per month
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

Market Focus

Date Founded

1995

Company Location

United States

Company Website

www.emarketfocus.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 CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Popular Alternatives

Popular Alternatives

Cimmaron Mortgage Manager Reviews & Ratings

Cimmaron Mortgage Manager

Cimmaron Software, Inc.
Mortgage Quest Reviews & Ratings

Mortgage Quest

Market Focus
Surefire CRM Reviews & Ratings

Surefire CRM

Top of Mind Networks
MeridianLink Engage Reviews & Ratings

MeridianLink Engage

MeridianLink
MyCRMDashboard Mortgage CRM Reviews & Ratings

MyCRMDashboard Mortgage CRM

Continuity Programs
Unify CRM Reviews & Ratings

Unify CRM

Unify