Skip to Main Content
First Heritgate Mortgage Logo
Connect With a Loan Officer Get Started
+

Search:

background image accent

Your Dedicated Portal to Success

Total Expert provides our agent and builder partners with a robust CRM equipped to handle all your marketing and branding needs.

A CRM with Real Estate–Specific Capabilities

Total Expert offers an eclectic combination of contact management, lead nurturing, and branding. Provided free to our agent and builder partners, this CRM provides the foundation for your modern marketing & sales needs. Nurture relationships and reach consumers with the right message at the right time, enabling a smooth home buying process.

Total Expert on multiple devices.

Step Up to the Next Level with Instructor-Led Trainings

Spend less time on the learning curve and more time on your business. Get up to speed fast with both live and on-demand training sessions. Attend featured trainings that focus on onboarding, best practices, and feature spotlights by the Total Expert support team, or get catered training sessions provided by your Loan Officer and the First Heritage Mortgage Marketing Team.

View On-Demand Trainings

Stand Out From the Crowd

  • Store up to 2,000 leads, contacts, and prospects
  • Stay organized and keep in touch with your contacts and build stronger relationships
  • Increase your referrals with more consistent contact to your customer base
  • Access to a growing library of professionally designed marketing materials
  • Present your properties to potential homebuyers and educate your buyers about the home buying process
  • Each piece of collateral is custom branded with your headshot and contact information
  • Open house visitors sign in with a simple form on your laptop or tablet
  • Contact information is instantly added to your CRM database
  • Automated drip campaigns provide personalized follow-up without you lifting a finger
  • Tie your listings directly to your Total Expert profile for easy access
  • Create gorgeous mobile-friendly websites in less than 60 seconds with pre-made templates that pull property listing information directly from the MLS database
  • Brand your website and easily share with minimal effort

Learn More About Total Expert

Get in touch with your Loan Officer to learn more about Total Expert and how it can benefit you.

Connect With A Loan Officer

Return to the FHM Partner Hub

Return to the main FHM Partner Hub to continue learning about what our team has to offer!

Let's Go Back to the Hub