Total Expert Enhances Platform For Financial Institutions Growth

New functionality gives financial institutions visibility into the tools and tactics driving results

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that provide financial institutions with visibility into lead funnels so they can quickly pivot marketing and engagement strategies.

New analytics and reporting functionality provides insightful views of campaign results, loan production, and loan demographic data to support pipeline and lead management. By bringing together loan activity and marketing communications, customer-facing teams can use compelling visuals to more effectively track leads and centralize data across siloed systems. Real-time results allow users to quickly assess campaign performance–following conversion rates from application volume through to funded loans.

“These features are helping us discover which campaigns and individual emails are most effective and engaging for our audience,” said George Chapin, Sr. CRM marketing manager at CrossCountry Mortgage, LLC. “Plus, we’re saving a lot of time by having these metrics right at our fingertips instead of spending hours gathering them ourselves. We expect this to help us make better decisions faster, leading to more engagement and higher success rates in our marketing efforts.”

Updates to the Customer Intelligence solution include the new Rate Alert, which lets lenders know when a past customer could benefit from a lower interest rate, uncovering refinancing opportunities as rates drop. Since launching Customer Intelligence in 2022, Total Expert has surfaced insights and automated customer journeys that have led to over $9B in loan applications; many of these loans stemmed from re-engaged leads and former customers that had fallen through the cracks.

“This market is still unpredictable, and our role is to continue to innovate and support our customers in achieving their pipeline and growth goals,” said Bill Parker, CTO of Total Expert. “Our latest release gives our customers powerful tools and visibility into what’s working so that they can find more opportunity and drive deals in any market.”

For more information about Total Expert, visit

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