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

“Our goal as a marketing department is to always make sure that we provide our field with turnkey solutions that maximize their results. As soon as we saw that there was an opportunity for us to house our alert system within our CRM, it truly was a no brainer.”

Lindsi Flynn
Marketing Director, Assurance Financial

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