Total Expert Logo

Total Expert | CRM

Sending the right communications at the right time can turn a prospect into a borrower, or an abandoned application into a closed loan.

SimpleNexus’ integration and two-way sync with Total Expert brings the power of CRM marketing as close as your loan originators’ (LOs) mobile device—improving efficiency, borrower satisfaction and accelerating pull-through rates.

With SimpleNexus and Total Expert, Your Loan Team Can:

  • Import Total Expert contacts into SimpleNexus for a mobile, 360-degree customer view.
  • Capture new leads and update existing customer information with every mobile or online interaction.
  • Share the app directly with contacts originated in Total Expert or SimpleNexus.
  • Understand where each borrower is in the lending process—anytime, anywhere.
  • Automatically send customized marketing messages when prospects take specific, pre-LOS actions.