Total Expert logo

Total Expert

Manages customer data, regulatory compliance, lead generation, client communications, network security, and recruiting on a centralized platform.

Made by Total Expert

  • Email/Help Desk

  • Knowledge Base

  • Phone Support

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