Maxwell is a digital mortgage platform designed to help loan officers & lending teams streamline the loan process from application to closing, as well as enhance borrower satisfaction, using a range of features including notifications & reminders, secure messaging, custom reporting, and more
Maxwell is a digital mortgage platform designed to help loan officers & lending teams streamline the loan process from application to closing, as...

Platforms Supported

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

Support Options

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

Starting from

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

4,8 /5
(11)
Ease of Use
4,8/5
Features & Functionality
4,6/5
Customer Service
4,9/5
Value for Money
4,7/5

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 39

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Calendar Management
  • Campaign Management
  • Chat/Messaging
  • Client Management
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Credit Reporting
  • Customer Management
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Data Visualization
  • Document Imaging
  • Document Management
  • Drag & Drop
  • Electronic Applications
  • Electronic Signature
  • Email Marketing
  • For Borrowers
  • Integrated Vendor Services
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Listing Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Milestone Tracking
  • Multi-Branch
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Company
  • Online Applications
  • Pipeline Management
  • Pre-Qualification
  • Property Management
  • Real Time Reporting
  • Recruitment Management
  • Reminders
  • Residential Mortgages
  • SMS Marketing Managment
  • Search/Filter
  • Secure Data Storage
  • Social Media Integration
  • Social Promotion
  • Task Management
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Two-Factor Authentication
  • User Management
  • Visual Presentation
  • Website Management
  • Workflow Management

Total features 39

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Calendar Management
  • Campaign Management
  • Chat/Messaging
  • Client Management
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Credit Reporting
  • Customer Management
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Data Visualization
  • Document Imaging
  • Document Management
  • Drag & Drop
  • Electronic Applications
  • Electronic Signature
  • Email Marketing
  • For Borrowers
  • Integrated Vendor Services
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Listing Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Milestone Tracking
  • Multi-Branch
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Company
  • Online Applications
  • Pipeline Management
  • Pre-Qualification
  • Property Management
  • Real Time Reporting
  • Recruitment Management
  • Reminders
  • Residential Mortgages
  • SMS Marketing Managment
  • Search/Filter
  • Secure Data Storage
  • Social Media Integration
  • Social Promotion
  • Task Management
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Two-Factor Authentication
  • User Management
  • Visual Presentation
  • Website Management
  • Workflow Management
  • Facebook
  • LinkedIn for Business
  • Twitter
  • Facebook
  • LinkedIn for Business
  • Twitter