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Description
We develop cutting-edge software, data solutions, and analytics that connect lenders, brokers, and aggregators, allowing them to function in a compliant and effective manner while providing borrowers with greater certainty early in their mortgage journey. Our mortgage broker software delivers seamless solutions tailored for mortgage intermediaries, lenders, and business partners across the entire mortgage lifecycle. Additionally, our online product sourcing platform for mortgage brokers enhances operational efficiency and improves the mortgage experience for customers. Sourcing Brain is designed to be fast, user-friendly, and intuitive, offering a 30-day free trial for users to experience its benefits firsthand. Furthermore, Criteria Brain is an essential tool for tackling the increasing complexity of cases that consume valuable time and resources. By filling out just one form, users can access affordability calculators for various mortgage lenders and receive results in under a minute. Furthermore, you can digitally complete, submit, and manage applications with multiple lenders all from a single login, streamlining the entire process.
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
Integrations
Capacity
Cyclr
Denim Social
Facebook
Insider One
LinkedIn
X (Twitter)
Integrations
Capacity
Cyclr
Denim Social
Facebook
Insider One
LinkedIn
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
Mortgage Brain
Founded
1986
Country
United Kingdom
Website
mortgagebrain.com
Vendor Details
Company Name
Total Expert
Website
totalexpertinc.com
Product Features
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