October 8, 2025
This month’s updates give you more ways to strengthen customer retention, accelerate growth, and improve loan officer performance. New use cases for AI Sales Assistant enable rapid and contextual engagement of existing customers! The Sales Manager Dashboard offers greater visibility and control to drive stronger sales execution. And when combined with the enhancements released in late September for campaign execution and SMS communication, these October updates make it even easier to scale retention strategies and deliver lasting value across every customer relationship.
Looking Ahead
Customer Intelligence is becoming even more powerful with two major enhancements.
- Multi-Bureau Credit Monitoring provides lenders the flexibility to work with up to three credit bureaus, expanding coverage and delivering as much as 20% more Mortgage Credit Inquiry Alerts. The result is earlier, more actionable borrower signals that make it easier to retain customers, recapture past borrowers, and stay ahead of the competition.
- Credit Improvement Alerts will allow you to designate a preferred bureau, ensuring insights align with your organization’s data strategy.
Together, these updates provide a more timely and complete view of borrower credit health—fueling smarter engagement and stronger retention throughout the customer lifecycle.
Engage SMS will be expanding with call forwarding and enhanced reporting. Our development of Lead Management continues to progress - we cannot wait to share updates on this at the upcoming Accelerate conference! Finally, our Fusion integration for Encompass remains on track for November, when we’ll begin transitioning clients currently using the Encompass SDK.
Coach Smarter, Convert Faster
Sales Manager Dashboard
Generally available in October
Real-time visibility into team and loan performance for better coaching and conversion.
What’s new
- User Role Filter – Filter dashboards by Loan Officer, Branch Manager, or other key roles instantly.
- Funded Loan Volume View Upgrades:
- Added Loan Number, Create Date, and Application Date for quick loan-level insights.
- New default filters: Alert Type and Loan Status for faster trend analysis.
- Added new KPIs: Alert-to-Created, Alert-to-Application, Alert-to-Funded for clearer lead-to-loan efficiency.
Outcome: Timely, accurate insights. Stronger execution.
📌 Learn more about Sales Manager Dashboard.
Drive Scalable Retention with Speed and Precision
AI Sales Assistant: Retail Lending
Generally available for customers with Customer Intelligence
Gives every LO scalable, compliant outreach — without adding headcount.
What’s new
- Instant Borrower Re-Engagement: Automatically reach out to borrowers immediately after a credit inquiry, ensuring you’re first to respond and improving capture rates.
- Early Refinance Identification: Proactively surface refinance opportunities using Customer Intelligence alerts, enabling faster, smarter borrower retention.
Outcome: Automated voice conversations freeing Loan Officers to focus on high-value opportunities while increasing engagement consistency and conversion rates.
By month’s end, we’ll introduce two key enhancements including Mortgage Review—automated periodic outreach that keeps loan officers top of mind, uncovers future financing needs while reinforcing long-term relationships. At the same time, expanded reporting metrics and compliance visibility, providing instant visibility into AI-driven engagement.
Learn more about AI Sales Assistant.
📌 Contact your CSM for more details.
Integrated Design Studio + User Sync
Generally available for Integrated Design Studio customers
Keeps Total Expert and Integrated Design Studio perfectly aligned — no manual upkeep.
What’s new
- Automatic creation and updates of offices, users, and manager roles based on group membership.
- Reduced manual effort, improved accuracy, and faster onboarding for new users and teams.
Outcome: Teams sync automatically. Hierarchies stay accurate. Admin time saved.
📌 Contact your CSM for activation.
Integrated Design Studio Automated Marketing Packages
Beta availability for existing Integrated Design Studio customers in October
Automate co-branded marketing materials the moment a new listing hits the MLS — helping teams move faster, stay brand-compliant, and strengthen agent–Loan Officer relationships.
What’s new
- Automated Marketing Packages: Automatically generate a full set of co-branded marketing materials — flyers, postcards, social posts — whenever a new MLS listing is detected.
- Instant LO Notifications: Loan officers receive an email with an SSO-enabled link to access, review, and approve materials directly in Integrated Design Studio.
- Centralized Collaboration: Approved assets can be shared with agents via public download links — no editing required.
Outcome: Drives faster, fully compliant co-marketing execution — reducing manual design effort and accelerating time-to-market for every new listing.
In Case You Missed It – Two BIG September Highlights
Engage SMS: Real-Time Email Notifications
Generally Available for Engage SMS customers
Never miss a borrower message — stay responsive even when you’re off-platform.
What’s new
- Instant email alerts for incoming SMS messages
- Secure delivery from Total Expert notifications
- Multi-channel visibility for faster follow-up
📌 Contact your CSM for activation.
Campaign Builder: Scheduled Audience Generation
Generally Available
Automate and control when audiences are generated to improve timing and targeting.
What’s new
- Schedule or manually trigger audience builds before send
- Ensure campaigns align with up-to-date contact data
Small Updates. Big Wins.
Design Marketing – Better font-sizing control in print flyers.
Contact Filtering Logic – Clearer prompts for “In the Range” filters to ensure correct input order.
Email Previews – Resolved canvas issue; “View Email” now works seamlessly in Journeys and Campaign Builder.
Drive Conversations with Fresh, Relevant Content
Expert Content Update
Generally Available
This release includes a refresh to Expert Content, ensuring compliance, relevance, and alignment with today’s market dynamics.
- Mortgage: Pre-approval journey (NEW): From the moment pre-approval is issued, borrowers receive timely guidance and support through the home search and eventual purchase. Use this journey alongside the Pre-Qualified Journey within your sales process or consider blending emails into a single experience.
- Delight customers with updated Holiday Greeting Card templates: Total Expert is pleased to offer the Holiday Greeting Card Program again this year. Templates and Expert Content designs are in your library under Manage Marketing > Manage Templates, under the "Greeting Cards", "Direct Mail Postcards", and Non-Direct Mail Postcard" categories. A new user-facing email announcement has been published to the email gallery. Details and how-to resources for admins and end users can be found here, and they reflect 2025 ordering deadlines and costs.
Wrap Up
With these updates, you’ll have fewer manual processes to manage, clearer visibility into loan officer performance, and new AI-powered ways to retain more borrowers.
Stay tuned for more enhancements coming in November as we celebrate with our clients at our annual user conference, Accelerate. Our upcoming updates will further unify data, marketing, and sales tools, making it easier to deliver meaningful engagement at scale. We’re focused on giving your teams every advantage to build trust, deepen loyalty, and win customers for life.
Questions? Reach out to your Customer Success Manager or visit Total Expert Support.