The most advanced Loan Servicing Software on the market! Designed from the ground up to increase loan origination and loan servicing efficiencies. We serve private money/hard money lenders, auto, consumer, credit unions, banks, and non profit/city/state governments.
The most advanced Loan Servicing Software on the market! Designed from the ground up to increase loan origination and loan servicing efficiencies. We...

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

US$7 500,00/one-time

  • Free
  • One Time License
  • Subscription

Starting from

  • Free
  • One Time License
  • Subscription

Overall rating

5 /5
(13)
Ease of Use
4,9/5
Features & Functionality
5/5
Customer Service
5/5
Value for Money
5/5

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 64

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Amortization Schedule
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Auto Loans
  • Automated Decisioning/Underwriting
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • CRM
  • Calendar Management
  • Call Center Management
  • Campaign Management
  • Client Database
  • Client Management
  • Closing Documents
  • Collateral Tracking
  • Collections Management
  • Commenting / Notes
  • Commercial Mortgages
  • Commission Management
  • Communication Management
  • Complex Debt Structures
  • Compliance Management
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Library
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Visualization
  • Database Support
  • Digital Signature
  • Direct Mail Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Applications
  • Electronic Payments
  • Electronic Signature
  • Email Marketing
  • Escrow Management
  • For Borrowers
  • Government Loans
  • HUD Settlement Statements
  • Integrated Vendor Services
  • Investor Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Listing Management
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Mortgages
  • Multi-Branch
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Company
  • Online Applications
  • Outsource Processing
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Promissory Notes
  • Property Management
  • Recruitment Management
  • Reporting & Statistics
  • Residential Mortgages
  • SMS Marketing Managment
  • Search/Filter
  • Social Media Integration
  • Social Promotion
  • Task Management
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Visual Presentation
  • Web Forms
  • Website Management
  • Workflow Management

Total features 39

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Amortization Schedule
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Auto Loans
  • Automated Decisioning/Underwriting
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • CRM
  • Calendar Management
  • Call Center Management
  • Campaign Management
  • Client Database
  • Client Management
  • Closing Documents
  • Collateral Tracking
  • Collections Management
  • Commenting / Notes
  • Commercial Mortgages
  • Commission Management
  • Communication Management
  • Complex Debt Structures
  • Compliance Management
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Library
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Visualization
  • Database Support
  • Digital Signature
  • Direct Mail Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Applications
  • Electronic Payments
  • Electronic Signature
  • Email Marketing
  • Escrow Management
  • For Borrowers
  • Government Loans
  • HUD Settlement Statements
  • Integrated Vendor Services
  • Investor Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Listing Management
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Mortgages
  • Multi-Branch
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Company
  • Online Applications
  • Outsource Processing
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Promissory Notes
  • Property Management
  • Recruitment Management
  • Reporting & Statistics
  • Residential Mortgages
  • SMS Marketing Managment
  • Search/Filter
  • Social Media Integration
  • Social Promotion
  • Task Management
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Visual Presentation
  • Web Forms
  • Website Management
  • Workflow Management
  • Facebook
  • LinkedIn for Business
  • Twitter
  • Facebook
  • LinkedIn for Business
  • Twitter