Your Mortgage CRM & Marketing Tools Anywhere. Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 250 five star reviews.
Your Mortgage CRM & Marketing Tools Anywhere. Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere...

Platforms Supported

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

Support Options

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

Starting from

US$148,00/month

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

4,4 /5
(30)
Ease of Use
4,1/5
Features & Functionality
4,3/5
Customer Service
4,3/5
Value for Money
4,3/5

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 44

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Application Access Control
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Lead Distribution
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Scheduling
  • Chat/Messaging
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Customizable Templates
  • Customization
  • Data Visualization
  • Digital Signature
  • Document Management
  • Document Templates
  • Drag & Drop
  • Email Alerts
  • Email Distribution
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Listing Management
  • Marketing Automation
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Partner Portal
  • Pipeline Management
  • Pre-Qualification
  • Property Management
  • Purchasing & Receiving
  • Recruitment Management
  • Refinance Management
  • SMS Marketing Managment
  • SMS Messaging
  • Search/Filter
  • Social Media Integration
  • Social Promotion
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Visual Presentation
  • Website Management
  • Workflow Management

Total features 39

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Application Access Control
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Lead Distribution
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Scheduling
  • Chat/Messaging
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Customizable Templates
  • Customization
  • Data Visualization
  • Digital Signature
  • Document Management
  • Document Templates
  • Drag & Drop
  • Email Alerts
  • Email Distribution
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Listing Management
  • Marketing Automation
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Partner Portal
  • Pipeline Management
  • Pre-Qualification
  • Property Management
  • Purchasing & Receiving
  • Recruitment Management
  • Refinance Management
  • SMS Marketing Managment
  • SMS Messaging
  • Search/Filter
  • Social Media Integration
  • Social Promotion
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Visual Presentation
  • Website Management
  • Workflow Management
  • Facebook
  • Google Calendar
  • LendingQB
  • LinkedIn for Business
  • Microsoft Outlook
  • Twitter
  • Facebook
  • Google Calendar
  • LendingQB
  • LinkedIn for Business
  • Microsoft Outlook
  • Twitter