Acquire customers with our Workflow Engine and Communications Package that streamlines customer connections.
Nurture customers with usability enhancements to our Journey Canvas, simplifying the ability to deliver the right message at the right time throughout the customer journey.
Retain customers with our enhanced filtering capability within the contact list page and Campaign Builder, providing greater access and visibility to core data that can be leveraged to inform your ongoing campaign strategy.
Total Expert for Consumer Direct is now here. Accelerate customer engagement with the first all-in-one sales and marketing platform purpose-built for direct-to-consumer lending.
With our new Workflow Engine and Communications Package, your leads are automatically connected to the best loan officer to meet their needs at scale and you’re empowered to personalize outreach with those leads via their preferred channel to create human connections. Pricing is available upon request.
Create Journeys with greater confidence with simplified editing capability, at-a-glance Journey status, expanded previewing, and improved timing control.
Accelerate personalized communication and create customers for life through the ability to filter by any custom field on a contact, loan, or product on the Contact List page or Campaign Builder.
Learn more about the newest functionality now available in the Total Expert platform and how it helps you and your teams enhance the customer experience.