February’s updates are about turning opportunities into closed loans. In a market where speed, follow-up, and consistency matter more than ever, this release focuses on helping teams execute better with less friction.

At the center of the release is Lead Management, a new foundation for how borrower opportunities are handled inside Total Expert. Too many lenders still rely on disconnected systems, spreadsheets, or manual processes to track leads, making it harder to respond quickly and increasing the likelihood of missed opportunities. Lead Management brings leads into the same place where customer relationships already live, giving loan officers a clearer view of what needs attention and giving leaders better visibility into how leads are getting worked across their pipeline. Lead Management will be rolling into general availability by the end of February.

Join us for a closer look at Lead Management 

Friday, February 20

To help Total Expert clients see what Lead Management means for their teams and how to put it into practice, we’re hosting a Lead Management webinar that will:

• Discuss the challenges that Lead Management is designed to solve
• What’s in the first release, including a full demo of Lead Management in action
• What’s coming next

We encourage admins and sales leaders to see how Lead Management lays the foundation for more efficient growth, all integrating directly within Total Expert.

Beyond Lead Management, this release includes a set of improvements that reinforce day-to-day execution, more precise journey targeting, better search relevance, improved mobile consistency, and stronger controls around communication preferences. Individually, these changes remove small points of friction. Together, they create a more reliable, connected experience that helps teams stay focused on the work that drives outcomes.

The theme behind February is simple: clarity and control. When opportunities are visible, follow-up is consistent, and systems work the way teams expect, execution improves, and growth follows.

Looking ahead, we’re continuing to invest in capabilities that help teams move faster, engage better, and scale with confidence, deeply integrated across the Total Expert platform. This includes expanding AI Sales Assistant with additional retail use cases, deepening Customer Intelligence to surface more timely and actionable signals, and continuing to build on the foundation of Lead Management. In parallel, we’re improving the Mobile App with enhanced security features and simpler authentication, including more seamless login options (such as biometrics) for SSO-enabled organizations. Together, these advancements reinforce a more connected, intelligent system where insights, automation, security, and human engagement work together to drive better outcomes.

Product Updates

RELEASE NOTES Now in a refined, scannable format focused on the essentials.

RELEASE DECK A shareable deck covering the  top highlights in the latest release.