Total Expert for Salesforce - the Customer for Life solution

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.