Total Expert

Messaging Built for Loan Officers

Stay connected to your borrowers anywhere you go. Total Expert empowers modern financial professionals with a secure, purpose-built mobile experience designed to help you build trust and grow relationships through real conversations.

Whether you're coordinating follow-up meetings, managing contact tasks, or checking in with borrowers, Total Expert's mobile app keeps you at the center of the conversation — no desk required.

Real-Time SMS Messaging – Seamlessly send and receive text messages with opted-in contacts. Use emojis, maintain conversation history, and stay in sync across devices.

Contact Search – Instantly find your contacts by name, email, or phone number.

Task Management – Create, edit, complete, and delete one-time tasks directly at the contact level. View tasks organized by due date — overdue, due today, due this week, and beyond — so nothing slips through the cracks.

Notes – Log important details and outcomes on the go, right from your phone.

Notifications – Never miss a message. Push notifications bring you back into the conversation the moment a borrower replies.

Secure Login – Sign in faster with Face ID or biometrics after your first SSO login — no need to repeat the full authentication flow every time.

Stay productive, stay personal, and stay compliant — with a mobile experience purpose-built for loan originators.

Download now and keep your conversations moving, wherever you are.