April 2025 Release Notes
Date: April 9, 2025
What’s New in Total Expert?
We continue to build smarter tools that help loan officers engage at the moments that matter and create the perfect customer journey. Our March releases included powerful new capabilities and performance improvements across the platform, all focused on delivering speed, clarity, and personalization to drive better results.
📌 Watch for the “⭐” icon. These features specifically benefit loan officers.
⭐Rate Quotes: Product Pricing at Your Fingertips
Loan officers can now make Optimal Blue requests for individuals directly from the contact record and take action instantly. Save the scenario to the contact record and email it out to the potential borrower to keep the conversation moving.
Coming Soon
•Polly Pricing Engine
•Expert Content email templates in the Expert Content Email Gallery
*Available to Admins by the end of the week for organizations using Optimal Blue. When you're ready to enable or your end users, please reach out to your Customer Success Manager.
⭐ Engage SMS Optimizations: Speed + Simplicity
The mobile app now launches and responds to logins faster, ensuring quick access to conversations. Push notifications have also been improved—now taking users directly to the relevant message thread when clicked.
⭐ CRM Optimization: Faster, Smoother Workflows
System response times for filtering lists (for example, contact lists, lead queues, customer intelligence settings) have been reduced from several seconds to just milliseconds. This performance boost saves valuable time and improves daily efficiency.
⭐ Email Content Interface: Easier Content Navigation
The email library now displays email counts by folders and tags—making it easier for users to find, organize, and manage content.
Platform Enhancements: Small Touches, Big Impact
Ongoing improvements across the platform make for a more polished, productive user experience:
- •Expanded Contact List Rules for Mortgage information
- New filters for "Legal Entity Name," "Borrower Entity Type," and "Pre-Approval Issued" (Yes/No) in contact list rules (Mortgage Information section) so that Pipeline Views can be built using mortgage information related to the Contact in their inclusion and exclusion rules.
- •Clearer Phone Number Labels in Contact Headers
- Easily identify the type of phone number (Cell, Work, Home, Office) in contact headers, improving outreach efficiency and reducing the risk of dialing the wrong number.
- •Updated Label in Notes Widget
- The "Last Updated" label has been changed to "Created Date" to accurately reflect that Notes cannot be edited after creation.
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Improved Task Button Accessibility
The "Complete" and "Delete" buttons in Tasks now use brand colors and are ADA-compliant for improved visibility and usability.
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New Filters in Pipeline View
Pipeline view now supports a variety of filters based on most recent loan data, allowing loan officers to create targeted lists and identify new engagement opportunities.
- •"Last Outcome Date" Sorting in Focused View
- Users can now prioritize their lists by sorting based on the date they last recorded an outcome, ensuring follow-ups happen at the right time.
- •Renamed "Email Activity" Filter for Clarity
- The "Email Activity" filter in inclusion/exclusion rules is now labeled "Historical Email Activity" to clarify that it reflects past opt-out status, not the current opt-out state.
- •Smoother Email Builder Editing
- Editing layouts in Email Builder is now more intuitive. Easily select and manage rows, even with edge-to-edge styling, for a seamless design experience.
- •Expanded Social Posting Links
- Users can now access additional personalized links for social posting, making it easier to drive engagement with tailored calls to action. This update supports teams publishing high volumes of social content by providing a broader range of destination options.
💡 Want to Learn More?
Check out our knowledge base for full details or connect with your Customer Success Manager.
Thanks for partnering with Total Expert to drive engagement and deliver the perfect customer journey!