The Loan Office is a loan servicing system designed for small lenders, including mortgage lenders, consumer finance lenders, hard-money lenders & note servicers
The Loan Office is a loan servicing system designed for small lenders, including mortgage lenders, consumer finance lenders, hard-money lenders &...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.
Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers,...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

US$4 500,00/one-time

  • Free
  • One Time License
  • Subscription

Starting from

  • Free
  • One Time License
  • Subscription

Overall rating

4,8 /5
(41)
Ease of Use
4,7/5
Features & Functionality
4,5/5
Customer Service
4,8/5
Value for Money
4,8/5

Overall rating

4,3 /5
(28)
Ease of Use
4,1/5
Features & Functionality
4/5
Customer Service
4,6/5
Value for Money
4,3/5

Total features 26

  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Amortization Schedule
  • Applications Management
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Auto Loans
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • Calendar Management
  • Campaign Management
  • Client Management
  • Collateral Tracking
  • Collections Management
  • Commission Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Library
  • Customizable Templates
  • Customization
  • Data Visualization
  • Document Imaging
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Email Marketing
  • Investor Management
  • Label Printing
  • Labeling
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Listing Management
  • Loan Processing
  • Mortgages
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Property Management
  • QuickBooks Integration
  • Receipt Management
  • Recruitment Management
  • Reminders
  • SMS Marketing Managment
  • Search/Filter
  • Social Media Integration
  • Social Promotion
  • Student Loans
  • Template Management
  • Third Party Integrations
  • Website Management
  • Workflow Management

Total features 39

  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Amortization Schedule
  • Applications Management
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Auto Loans
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • Calendar Management
  • Campaign Management
  • Client Management
  • Collateral Tracking
  • Collections Management
  • Commission Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Library
  • Customizable Templates
  • Customization
  • Data Visualization
  • Document Imaging
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Email Marketing
  • Investor Management
  • Label Printing
  • Labeling
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Listing Management
  • Loan Processing
  • Mortgages
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Property Management
  • QuickBooks Integration
  • Receipt Management
  • Recruitment Management
  • Reminders
  • SMS Marketing Managment
  • Search/Filter
  • Social Media Integration
  • Social Promotion
  • Student Loans
  • Template Management
  • Third Party Integrations
  • Website Management
  • Workflow Management
  • Facebook
  • LinkedIn for Business
  • QuickBooks Online Advanced
  • Twitter
  • Facebook
  • LinkedIn for Business
  • QuickBooks Online Advanced
  • Twitter