Find Out Why 200+ Financial Institutions Chose Total Expert

Total Expert isn’t just a one-size-fits-all SaaS platform. It’s an intelligent automation engine that’s purpose-built to help modern financial institutions increase ROI, drive new growth, and develop lifelong customer relationships.


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94% adoption rate. 78% journey open rate. 50% of our mortgage consultants logging in regularly. With stats like that, I’d say our relationship with Total Expert is pretty successful! We work closely with their team to make sure we’re using the platform efficiently and effectively. I’ve worked with a lot of vendors and very few collaborate on the level Total Expert does. We value that partnership and what it enables us to do.”

Jelaire Grillo
Brand Ambassador – Prosperity Home Mortgage, LLC.

“Service has been a key factor in the success of our relationship with Total Expert. Any issue we have ever had has been addressed immediately, and the company is always looking to give great service and give the absolute best product possible.”

Traci Winslow
Director of Marketing, Southern Trust Mortgage

“We look forward to the continued success that Total Expert will give us in elevating our communication channels, allowing our loan officers an easy-to-use platform, and the ability to stay on top with innovative technology.”

David Arnett
Vice President of Marketing and Communications, Cherry Creek Mortgage

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