Manage the lifecycle of your clients from lead to closing and beyond with automated campaigns, action plans and customized contact grouping.
Harness the power of an intelligent system of record that is powered by big data to keep your business connected and thriving.
Organize your entire contact list from a central location by managing your recruiting efforts from the same database as your contacts and co-marketing activity.
Improve the efficiency of your sales force and post-close marketing campaigns by integrating with your LOS directly.
Gain valuable insight to your organization’s data with Total Expert’s advanced reporting function to help you increase sales velocity.
Manage each co-borrower as it’s own contact and communicate with co-borrowers individually to deepen your relationships.
Simplify your lead generation across all your lead sources with simple lead forwarding and integration into the most popular platforms.
Set up your organization the way that works for you with customizable routing, sharing and assignments.
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