Relcu vs Total Expert

What is Relcu? A CRM and Lead Management Software solution focused on end-to-end automation and customer data. Our platform allows your sales teams to spend more time connecting with your customers by prioritizing your contacts and leads, while presenting relevant lead data to your communications more effective and efficient. Our goal is to drive higher contact rates, contact quality, and contact frequency for each of your users on a daily basis...Ultimately leading to more sales revenue for your organization. We sync your customer data with integrated pricing, omni-channel & automated communication, & focused lead views. Your team can focus more on building and nurturing your client relationships, not hunting for their next opportunity. Our mobile app gives your users 24/7 access to view, organize, & communicate with clients. The mobile app will allow prompt attention and response to all inbound customer inquiries to help drive more conversions for your sales teams. Your users will become more productive and successful. Product Features: - Customer data, pricing and digital communications - in sync. - Consistent and personalized omnichannel communication - Marketing Automation - Workflow Automation - Portfolio Retention - Integrated consumer and property data - Lead prioritization - Task prioritization - Data analytics and insights Mobile App Features: - Inbound text and phone call push notifications - Lead prioritization - Lead contacts visibility with click to dial and text at contact level - Ability to take new leads from multiple queues - Easy search for convenient lead and contact data visibility - Ability to call/text leads & contacts directly from mobile app - All inbound/outbound communications via mobile app are logged into activity timeline in desktop application

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.