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Total Expert for Salesforce - the Customer for Life solution

Turn Salesforce Data into Lifelong Customer Relationships

Overview

Total Expert for Salesforce is the modern growth engine for Financial Services, specifically designed for Lending, Banking, and Insurance. We provide a content library of compliant print and social assets, co-marketing tools, and more.

See How Total Expert for Salesforce - the Customer for Life solution Works

PURPOSE-BUILT Increase productivity with access to Total Expert’s functionality directly within Salesforce, allowing users to drive more impactful interactions without juggling multiple platforms.
CUSTOMER IQ ENRICHMENT & INSIGHTS Extend Salesforce with mortgage-specific intelligence — credit inquiries, MLS listings, rate and equity alerts, and life events — surfaced directly in the Salesforce record to trigger timely, relevant outreach.
COMPLIANT CONTENT LIBRARY Access brand-controlled, auto-personalized marketing templates — emails, direct mail, rate flyers, and more — pre-loaded with each loan officer's name, photo, and NMLS number. Get to market faster without sacrificing compliance.
CO-MARKETING TOOLS RESPA-compliant co-marketing with full audit trails, rate flyers, single-property websites, and originator/partner auto-personalization — all built for the way mortgage teams actually work.
JOURNEY ORCHESTRATION Industry-specific workflows for nurture, in-process, and post-close — delivered with built-in compliance controls. Trigger the right message at the right financial milestone, automatically
AI SALES ASSISTANT Initiate AI Sales Assistant calls directly from Salesforce workflows. Call recordings surface back in the Salesforce record alongside full engagement history — so every customer interaction is visible in one place.
TRUE BI-DIRECTIONAL SYNC Contacts created in Total Expert automatically push back to Salesforce. Full engagement activity — sent email previews, AI Sales Assistant recordings, journey history — surfaces directly on the Salesforce record.

Total Expert for Salesforce extends Salesforce with the industry-specific intelligence, compliant marketing, and engagement automation your team needs to win customers for life. Engage borrowers at every financial milestone with industry-specific journey orchestration from nurture through post-close. Access a brand-controlled library of auto-personalized, compliant marketing templates pre-loaded with each loan officer's name, photo, and NMLS number. Act on Customer IQ signals credit inquiries, MLS alerts, rate and equity alerts, and life events surfaced directly in the Salesforce record. Launch RESPA-compliant co-marketing with referral partners, including rate flyers, single property websites, and auto-personalized materials with full audit trails. Initiate AI Sales Assistant calls from Salesforce workflows and surface call recordings and engagement history directly on the Salesforce record. Sync contacts bi-directionally, with full engagement activity emails, journeys, and campaigns visible inside Salesforce. Build dynamic customer profiles that combine Salesforce CRM data with with Total Expert intelligence for a complete view of every borrower relationship.