Total Expert vs MortgageCoach

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.

The MortgageCoach app is the mobile powerhouse for MortgageCoach users. It transforms your database into a proactive sales engine, helping Loan Officers turn data into deals—anytime, anywhere. Key Features for Modern Loan Officers Presentations on the go: Generate loan comparison presentations (TCAs) on the go. Whether you're starting from scratch or from an opportunity, our streamlined interface focuses on the most impactful fields, making it easy for new users to master in minutes. Video Branding & Highlights: Make your presentations personal. Record and add videos directly from your phone, and use the highlight tool to guide your borrower’s attention to the most important financial details, whether created on mobile or desktop. AI-Powered Summaries: Review instant AI Summaries of conversations between your borrowers and the AI assistant, ensuring you always know what the borrower is curious about. Real-Time Urgency: Never miss a "ready" borrower. Receive instant push notifications the moment a borrower engages with your TCA or hits a financial milestone where they could benefit from a new loan. Deep Context & Discovery: Stop guessing and start coaching. Drill into the "why" behind every opportunity with full access to property, borrower, and financial data. You’ll enter every conversation with a complete understanding of the borrower's unique benefits. Actionable Next Steps: Move from insight to outreach in one tap. Access pre-written email, text, and phone scripts alongside recommended TCA strategies. Use "Click to Contact" buttons to launch your next conversation instantly.