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Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms. 8 out of the top 15 lenders in the country trust Total Expert. For more information visit totalexpert.com
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THE ONLY RELATIONSHIP ENGAGEMENT PLATFORM IN THE INDUSTRY
Mortgage CRMs have notoriously low adoption rates, often failing to engage users because of confusing interfaces that are difficult to use. Usherpa solves these problems. To ensure user adoption, Usherpa’s innovative and easy-to-use platform is powered by robust technology and authentic intelligence that automates workflows to increase productivity regardless of user industry experience. In fact, we have a 90% retention rate. Gold Standard support and advanced trainings are included. We believe in building and maintaining long-term relationships with our customers. Customer service is the core of our platform, so we value the importance of connecting with a live person to help answer any questions and provide training and support in a variety of channels (email, chat, phone, on-demand resources and live webinars). |
