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.
Ratings & Reviews
5.0
out of 5
2 Ratings
Smarter home, sharper alerts: your day at a glance, lead notifications, and a new Notifications tab.
- Home screen shows tasks, lead stats, and upcoming birthdays, anniversaries, and holidays
- Push alerts when leads are assigned to you, batched when things get busy
- New Notifications tab with quick call and message buttons
- Settings and Support merged into one page
- “Recently Added” filters for contacts and leads
Version 10.0.0
The developer, Total Expert, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Contact Info
User Content
Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Usage Data
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Total Expert, Inc.
Size
101.4 MB
Category
Business
Compatibility
Requires iOS 15.1 or later.
iPhone Requires iOS 15.1 or later.
iPad Requires iPadOS 15.1 or later.
iPod touch Requires iOS 15.1 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
