What is Total Expert?
The Total Expert Marketing Operating System (MOS) is a comprehensive, enterprise-level fintech software platform that enables lending and financial services firms to manage a wide range of critical business functions on a centralized system. Designed specifically for the banking, credit union, and lending sectors, the MOS streamlines customer relationship management, regulatory compliance, lead generation, client communications, network security, and recruiting, empowering organizations to create long-lasting customer relationships by blending human touch with digital efficiency
Highlights
- Centralized platform for managing diverse business operations, including customer relationship management, regulatory compliance, lead generation, client communications, network security, and recruiting
- Tailored for the banking, credit union, and lending industries to address their unique needs and requirements
- Enables firms to power marketing and revenue growth, capturing 10 of the $2 trillion per year U.S. mortgage industry
- Helps organizations stay ahead of evolving consumer expectations for digital-first, socially-integrated financial services
Platforms
- Cloud, SaaS, Web-based
- Web-based
- On-Premise Windows
- Mobile iPad
- Mobile iPhone
- Mobile Android
- Desktop Linux
- Desktop Windows
- Desktop Chromebook
- On-Premise Linux
- Desktop Mac
Features
Email/Help Desk
Phone Support
In Person
Live Online
Knowledge Base
Webinars
Documentation