Total Expert Description

A specialized CRM and customer engagement solution designed to foster growth and build loyalty among contemporary lenders and financial organizations. As housing prices reach unprecedented heights, interest rates climb, and inventory remains scarce, many borrowers find themselves uncertain about how to realize their aspirations of homeownership. Even with a notable decline in mortgage applications, owning a home remains a crucial investment in the United States. In a conversation with Global Markets Reporter Jill Malandrino, Joe Welu, the Founder and CEO of Total Expert, discussed strategies for lenders to maintain engagement with prospective homebuyers and support their dreams of owning a home. The Total Expert platform is meticulously crafted to cater to the specific requirements of lending and financial institutions, ensuring that digital interactions are as impactful as traditional face-to-face experiences while emphasizing scalable personalization. This approach not only enhances customer relationships but also positions lenders to effectively navigate the complexities of today's housing market.

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Mortgage Quest is an automated CRM and email marketing system for the mortgage industry. The wide range of industry-specific content, marketing strategies, and prospects increase sales from customers, past and current customers, as well as referral partners such Realtors. It includes a weekly mortgage and real-estate newsletter, premade mortgage videos emails, holiday, birthday, and loan anniversary ecards, and many other content options. There are also social media marketing services. You can auto-post our content to Facebook and Linkedin.
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Pricing

Pricing Starts At:
$69 per user per month
Free Version:
Yes
Free Trial:
Yes

Integrations

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Reviews

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Company Details

Company:
Total Expert
Website:
totalexpertinc.com

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support

Total Expert Features and Options

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

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