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.

Pricing

Price Starts At:
$69 per user per month
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Screenshots and Video

Company Facts

Company Name:
Total Expert
Company Website:
totalexpertinc.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Total Expert Categories and Features

Real Estate Agency Software

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