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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

For the first time, the rental payment history of your borrower can facilitate their journey to homeownership. Take advantage of our verification of asset (VOA) report, which includes an entire year of rent payment history at no extra charge, to create new opportunities. As a leader in digital asset verification, AccountChek has spent over a decade assisting borrowers in bypassing the tedious paperwork often required for loan qualifications. Borrowers can transmit their financial information directly to lenders in a format that is friendly to underwriters, minimizing delays, reducing human errors, and lowering the risk of fraud. Access to real-time data on borrowers' assets, income, and employment leads to more informed credit decisions while also supporting financial inclusion by providing lenders with alternatives to conventional credit scoring methods. This innovative approach not only streamlines the process but also fosters opportunities for a diverse range of borrowers to achieve their homeownership dreams.

Description

A specialized CRM and customer engagement solution designed to foster growth and build loyalty among contemporary lenders and financial organizations. As housing prices reach unprecedented heights, interest rates climb, and inventory remains scarce, many borrowers find themselves uncertain about how to realize their aspirations of homeownership. Even with a notable decline in mortgage applications, owning a home remains a crucial investment in the United States. In a conversation with Global Markets Reporter Jill Malandrino, Joe Welu, the Founder and CEO of Total Expert, discussed strategies for lenders to maintain engagement with prospective homebuyers and support their dreams of owning a home. The Total Expert platform is meticulously crafted to cater to the specific requirements of lending and financial institutions, ensuring that digital interactions are as impactful as traditional face-to-face experiences while emphasizing scalable personalization. This approach not only enhances customer relationships but also positions lenders to effectively navigate the complexities of today's housing market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BeSmartee
Black Knight Empower
Capacity
Cloudvirga
Cyclr
Denim Social
Encompass
Facebook
Filogix
Fiserv
Floify
LendingPad
LinkedIn
MeridianLink Mortgage
MortgageHippo
SimpleNexus Mortgage Platform
WebMax START
X (Twitter)

Integrations

BeSmartee
Black Knight Empower
Capacity
Cloudvirga
Cyclr
Denim Social
Encompass
Facebook
Filogix
Fiserv
Floify
LendingPad
LinkedIn
MeridianLink Mortgage
MortgageHippo
SimpleNexus Mortgage Platform
WebMax START
X (Twitter)

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$69 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FormFree

Founded

2008

Country

United States

Website

www.formfree.com

Vendor Details

Company Name

Total Expert

Website

totalexpertinc.com

Product Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Product Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

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