Move Fast
and Innovate

Make financial transaction personal again

Empower your salespeople with the only Marketing Operating System built for the future of banking and mortgage

The Total Expert Marketing Operating System™ (MOS) enables organizations to:
  • Stay front and  center with customers – creating customers for life.
  • Humanize your brand by empowering personalized marketing within the enterprise.
  • Build stronger partner relationships by co-marketing in mere clicks.
  • Achieve brand governance and ensure audit-readiness.

Move Fast
and Innovate

Make financial transaction personal again

Empower your salespeople with the only Marketing Operating System built for the future of banking and mortgage

The Total Expert Marketing Operating System™ (MOS) enables organizations to:
  • Stay front and  center with customers – creating customers for life.
  • Humanize your brand by empowering personalized marketing within the enterprise.
  • Build stronger partner relationships by co-marketing in mere clicks.
  • Achieve brand governance and ensure audit-readiness.

Marketing

Turn Your Leads into Customers – for Life

Ensure salespeople always deliver the right message at the right time to the right person as they grow their personal brands and scale business.

  • Provide a seamless customer experience with automated task notifications, email nurtures and campaigns.
  • Increase productivity and automate manual workflows and approval processes.
  • Streamline content creation with Expert Content, our premium content library.
  • Share files, organize campaigns, give feedback and more – all in one place – so everyone knows what’s going on and where to find it. 

Co-Marketing

Collaborate and Deploy in Mere Clicks

Streamline co-marketing relationships across lines of business with speed and efficiency across all marketing channels with Per-Pixel Cost Split, Lead-Capture Apps, Single-Property Sites andfull MLS coverage.

  • Empower the personal brand at the local level within the enterprise by creating customized approval workflows to ensure each message aligns with your voice.
  • Pre-approve co-branded templates to empower personal branding at a local level within the enterprise.
  • Calculate pro-rata co-marketing costs down to the pixel.
  • Track co-marketing payment on deployed assets with rule-based workflows and permissions.

Compliance

Achieve Total Visibility and Control over Marketing Activities

Lock marketing templates or create approval workflows to keep motivated producers from going rogue and ensure co-marketing compliance with calculations down to the pixel. Track it all from a single system of record.

  • Empower the personal brand at the local level within the enterprise by creating customized approval workflows to ensure each message aligns with your voice.
  • Calculate pro-rata co-marketing costs down to the pixel.
  • Manage your organization from a single, centralized location and modify disclaimers, licensing, user access and asset permissions.
  • Track assets from creation to deployment with on-demand, audit-level reporting.

CRM

End Spreadsheet Chaos

Amplify the productivity of your organization with robust contact and database management tools to organize, track and analyze transactions as you simultaneously increase revenue and decrease sales and marketing costs.

  • Manage your loan pipeline by tracking loans and transactions through integrated loan-tracking dashboards.
  • Funnel leads no matter the channel with integration, aggregation and customization features.
  • Integrate data across platforms to gain better insights with advanced reporting.
  • Build and nurture all business relationships from a centralized location: recruiting, co-marketing, leads and customers.

Sign Up To Demo the Total Expert MOS