Join > Sales & Tech > TotalExpert CRM
Purpose-Built Customer Engagement Platform
Total Expert is the intelligent CRM and marketing platform trusted by 200+ financial institutions. Unify your data, marketing, sales, and compliance to deliver the perfect customer journey—and turn insights into closed loans.
Customer Intelligence
Automatically surface high-quality opportunities the moment customers signal a mortgage need. Engage prospects before they start talking to competitors with real-time intent data.
Intelligent Automation
Deliver the right message through the right channel at the right time. Create dynamic, personalized campaigns that guide borrowers through their financial journey.
360° Contact Management
Build dynamic contact records enriched with behavioral and transactional data. Fuel authentic conversations with complete visibility into each customer’s history.
Omni-Channel Marketing
Communicate through email, print, social media, or direct mail. Automated loan status updates keep all parties informed throughout the transaction.
Co-Branded Marketing
Create stunning co-branded materials with realtor partners. MLS-integrated flyers auto-populate with property details, calculators, and your branding.
Compliance Built-In
Keep communications within regulatory guidelines with automated approval workflows and audit trails. Review and approve content before it reaches customers.
Supercharge Your Mortgage Game
Identify Opportunities First
Surface in-market borrowers the moment they signal intent. Engage leads before competitors even know they exist.
Automate the Journey
Set up personalized email campaigns, social posts, and nurture sequences that run on autopilot while you focus on closing.
Keep Borrowers Engaged
Timely reminders and helpful content guide borrowers through every stage—reducing drop-off and increasing conversions.
Build Customers for Life
Stay connected after closing with market insights, refinance opportunities, and equity alerts that turn one loan into a lifetime relationship.
Close More Loans
Total Expert automates communications throughout the entire mortgage lifecycle. Access workflows purpose-built for the mortgage industry so you can focus on what you do best: closing more loans.
From lead capture to post-close nurturing, Total Expert distributes leads, nurtures them to application, educates borrowers through funding, and provides omni-channel outreach to capture repeat business.
Massive Marketing Content Library
Access an extensive library of compliance-ready content designed specifically for mortgage professionals. From email templates to social posts to print materials—everything you need is at your fingertips.
Co-branded flyers integrate directly with MLS, auto-populating property details and photos. Print materials can be shipped directly to targeted prospects using Every Door Direct Mail.
Capture Leads From Everywhere
Funnel leads from across the web into your Total Expert CRM with powerful integration and routing features. Connect with Zillow, Google, Facebook, your website, and dozens of other lead sources.
Customize lead flow to match your organization. Set up intelligent routing, sharing rules, and auto-assignments that put the right leads in front of the right loan officers instantly.
Additional Features
Customer for Life Journeys
Automated workflows track and engage customers throughout their entire financial lifecycle. Stay top-of-mind with equity alerts, refinance opportunities, and milestone communications.
LOS & POS Integration
Seamlessly integrates with Encompass, MeridianLink, and other major loan origination systems. Sync milestones, trigger communications, and eliminate duplicate data entry.
Advanced Reporting & Analytics
Gain valuable insight into performance with advanced reporting. Track marketing ROI, lead conversion rates, and pipeline velocity to optimize your sales process.
Compliance Workflows
Automated approval workflows ensure all marketing content meets brand and regulatory guidelines. Complete audit trails track every communication for peace of mind.
Co-Borrower Management
Manage each co-borrower as their own contact with individual communication preferences. Deepen relationships by engaging both parties throughout the loan process.
Expert Onboarding & Support
Industry experts guide you through hassle-free implementation. Ongoing support, training resources, and Expert Academy ensure maximum value from day one.
Ready to begin your journey?
Take the next step and discover why SNMC is the perfect place to build a rewarding career in the mortgage industry.
