Total Expert - 2026 Pricing, Features, Reviews & Alternatives

Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform. Administrators can automate workflows to handle assets across the customer lifecycle, use email templates to ensure brand consistency, and manage marketing campaigns.

Total Expert allows enterprises to collaborate with business partners and manage printed assets such as postcards, brochures, flyers, and Every Door Direct Mail (EDDM). Organizations can capture leads, publish or share posts, create, manage, and track social media marketing campaigns, and use the reporting hub to monitor customer engagement rates. Managers can send bulk messages to targeted audiences, secure business data by configuring access permissions for assets and utilize the search functionality to retrieve relevant information from the partner database. Team members can also build various landing pages for loan applications and property or house registrations to streamline customer acquisition processes.

Total Expert helps organizations ensure compliance across assets by maintaining audit trails, providing access to staff members, automating workflows, and handling approval processes for marketing content. It enables businesses to store customer information, such as call notes or communication history in a centralized repository, and utilize the drag-and-drop interface to create or visualize marketing campaigns. The software also facilitates integration with various third-party systems such as Facebook, LinkedIn, and more.