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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 Resolve?

Resolve is an intuitive reporting tool tailored for Governance, Risk, and Compliance purposes. Its main objective is to assist users in accurately declaring Gifts, Interests, and Vehicle Expenses efficiently. By streamlining these processes, it promotes transparency and accountability.

Media

Media

Integrations Supported

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

Integrations Supported

QuickBooks Online

API Availability

API Availability

Pricing Information

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

Pricing Information

$99/mo (1-10 users)
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

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

Online Training
On-Site Training

Company Facts

Organization Name

Total Expert

Company Website

totalexpertinc.com

Company Facts

Organization Name

Open Declare

Date Founded

2017

Company Location

Australia

Company Website

www.opendeclare.com/resolve/

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

GRC

Not specified

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