Introducing Total Expert

New robust marketing CRM designed to help you grow your business.

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Your fully integrated, enterprise-level CRM and marketing software solution for mortgage and real estate.

Dashboard

Total Expert is designed for the digital age to help you close more business – anywhere. Here are a few quick highlights of what you can expect:

  • Integrations to simplify your contact management
  • Ability to communicate with your clients in their preferred medium, whether it is email, print or social media
  • Automated marketing and loan status communications (to all parties involved in the transaction, not just the Borrower)
  • Extensive marketing content library, including MLS integrated flyers and direct mail content (including printing and shipping)
  • Ability to aggregate from multiple lead generation sources including built-in lead capture apps and partner feeds such as Zillow TechConnect.

Your CRM Suite Includes:

Multi-Channel Marketing

  • Powerful Branding And Lead Generation
  • Scale with Enterprise Automation
  • Improve Marketing ROI

Single System of Record

  • Simplify Contact Management
  • Track Pipeline Growth
  • Robust Lead Aggregation

Centralized Co-Marketing

  • Centralized Dashboard for Transparency
  • CRM Designed for Collaboration
  • Simple Multi-Channel Co-Marketing

What People Are Saying

Sean Chamberlain

“Total Expert is a game changer for our sales teams and valued referral partners that implement the tools available. It is an exciting way to grow our business. When everyone else is talking about rates and market challenges, Envoy is talking about reaching more customers, building relationships and the Envoy brand! Game on!”

–Sean Chamberlain

Branch Manager in Rochester, MI

Upcoming Webinar Training

We are ready to launch! Our training schedule consists of one CRM webinar, one Marketing webinar and one exclusive Regional webinar. Please be sure to attend at least one CRM and Marketing training before your Regional Webinar.

Total Expert Training Part I – CRM

During this training we will be taking a deep dive into the basics of Total Expert and teaching you everything you need to know about getting started. Before the training, make sure to look out for instructions on how to login to the platform.

This training will need be to taken first before the Part II training and regional webinar*.

Tuesday, April 24, 11:00 am CST

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Tuesday, April 24, 2:00 pm CST

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Tuesday, May 1, 11:00 am CST

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Tuesday, May 1, 2:00 pm CST

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Total Expert Training Part II – Marketing

Please make sure to attend the CRM training before attending the Marketing training. During this training, we will be taking everything we learned in the CRM training and teaching you the best marketing strategies for how to grow your business.

Please make sure to attend the CRM training before registering for the Marketing training.

Thursday, April 26, 11:00 am CST

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Thursday, April 26, 2:00 pm CST

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Thursday, May 3, 11:00 am CST

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Thursday, May 3, 2:00 pm CST

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Upcoming Regional Webinars

Regional webinars will be held May 15 – 17.

Jim Hopkins’ Region

Tuesday, May 15, 9 am CST

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Tuesday, May 15, 1 pm CST

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Cindy Brown’s Region

Wednesday, May 16, 9 am CST

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Ken Panosian’s Region

Wednesday, May 16, 1 pm CST

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Andy Pettola’s Region

Thursday, May 17, 9 am CST

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FAQ and Live Q&A Session

Wednesday, May 30, 11 am CST

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Additional Resources

We know it can take some time to learn a new system. So, in addition to the in-depth training, we have supplemental tools for you that can help with any other questions you may have.

How-to Videos

How-to Videos

Once logged in to Total Expert, these videos will help you quickly learn about all the great features available in Total Expert.

Frequently Asked Questions

Comprehensive FAQs

Get quick answers to the most frequently asked questions. For additional FAQs, please visit ENVOY EDGE.

Legacy CRM

Legacy Marketing Platform

If you can't find what you're looking for, the legacy marketing platform will be available for a short period of time.

Contact Support

Contact Us

If you need additional support contact the Total Expert support team at support@totalexpertinc.com or Envoy's Branch Support team.

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