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1 of 75 storefronts
Content in en-US
Content in en-US
Information
Preview 2 platforms
iPhone 4 images
iPad 4 images
What’s New Version 7.0.1
Small updates to keep things running smoothly:
- Updated SDK to improve app performance and reliability
- Fixed a minor bug
Description
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.
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 25 versions
Build 887604782v7.0.12026-06-30 03:24:32
Small updates to keep things running smoothly:
- Updated SDK to improve app performance and reliability
- Fixed a minor bug
Build 887404693v7.0.02026-06-24 19:29:46
Lead Management is now in your pocket.
- View and create leads right from your phone
- Edit contact and lead details on the go
- Get notified the moment a new lead is ready to claim
Build 887043127v6.5.02026-06-16 17:58:55
- Bug fix
Build 885083214v6.1.02026-04-29 20:06:18
Your to-do list just got a serious upgrade — Task Management is live on the Total Expert mobile app!
- View, create, edit, complete & delete one-time tasks at the contact level
- Tasks organized by Overdue, Due Today, Due This Week, Due Later & No Due Date
- Filter by incomplete, completed, or all tasks
- Recurring tasks viewable & completable
Build 884033400v6.0.02026-04-01 22:42:31
Logging in just got a whole lot easier.
- Refreshed Login Experience — A cleaner, more guided login flow to get you signed in and on your way.
- Remember Me — Check the box and your email is saved for next time — no more retyping.
- Face ID & Touch ID for SSO — SSO users can now log in with a glance or a tap.
- Admin Session Controls — Org admins can now set session timeout duration directly from org settings on web.
Build 882831497v5.0.142026-02-26 23:48:26
We’ve strengthened account protection to give you a safer, more secure login experience:
- Enhanced password lockout safeguards after multiple incorrect attempts
- Improved protection to help keep your account secure
Build 882304136v5.0.132026-02-09 22:28:42
Smoother messaging, smarter calling, and more reliable access—polished updates that make mobile work the way you expect:
-Easily mark conversations as unread so you can follow up when it’s convenient
-Safer, compliant calling with automatic Do Not Call checks
-Bug fixes to improve sign-in reliability and overall app stability
Build 881974358v5.0.112026-01-29 21:16:48
Smarter opt-in messaging now removes the guesswork by telling you exactly when you can try again:
- Clear message when you need to wait before resending an opt-in
- Exact time shown for when you can try again
Build 881500946v5.0.92026-01-15 00:29:01
We’ve enhanced messaging accuracy and feedback to help you communicate with confidence on the go:
- Smarter messaging safeguards now prevent sending messages to invalid phone numbers, with consistent alerts
- Opt-in requests are automatically blocked for invalid numbers to avoid failed outreach
- Improved alerts stay visible until dismissed, so important actions aren’t missed
- “Last contacted” times now reflect the users' selected time zone for clearer conversation context
Build 880525265v5.0.82025-12-10 18:21:38
Small fixes, big improvements to your everyday workflow:
- Some fixes to make navigation from page to page smoother
- Notes and tasks look cleaner with improved formatting and proper line breaks
- Special characters display correctly across the app for a more consistent, polished experience
Build 880117561v5.0.72025-12-01 21:39:59
We resolved an issue that caused task descriptions to lose their line breaks in the mobile app:
- Tasks now display with proper formatting, making them easier to read and follow
Build 879943061v5.0.62025-11-20 17:49:00
We’re continuing to enhance the mobile app behind the scenes to deliver a more reliable and polished experience for you!
- Improved app analytics tracking for a smoother experience
- Additional reminders to stay updated to the latest versions
Build 879710819v5.0.52025-11-12 21:40:39
We’ve polished a few things to make your experience smoother:
- Phone numbers now display correctly, no matter your font settings
- Fixed an issue where the opt-in button wasn’t enabling as expected
A few small tweaks, but they make a big difference!
Build 878408685v5.0.42025-11-07 20:54:25
What’s New in This Release
We’ve made a few behind-the-scenes updates to keep your experience smooth and secure!
-Improved app stability and version handling
-Better text readability with new font scaling support
-Refreshed conversation loading experience for larger volumes of messages
-Internal enhancements to support new testing tools and performance monitoring
Stay tuned — more performance improvements coming soon to make your mobile messaging even faster!
Build 878240953v5.0.02025-09-19 14:05:36
We’ve made some important updates to make your day-to-day conversations easier:
- Major Apple and Google store dependency updates
Build 877421458v4.6.22025-08-21 09:43:14
In this version, there is:
- A fix for conversations not loading for users with many conversations
- An update to add version handling for future versions
Build 876452496v4.6.02025-07-16 21:55:18
New feature:
- Users are able to delete notes and outcomes
Build 875662749v4.52025-06-18 00:58:36
Some updates to fix:
- Conversations not loading after multiple refreshes
- Referred field not added to the contact details
Build 875504195v4.42025-06-11 20:55:19
Some UI Updates:
- Update loader UI for Messages Screen
- Add password reveal functionality
Build 875468758v4.32025-06-10 13:35:44
New feature additions:
- Being able to add Notes
-Being able to add Outcomes
-Being able to add Outcomes with Notes
Build 875142624v4.22025-05-29 03:09:44
A bug fix for:
-automated messages displaying on the wrong side of the conversation on the app
Build 875119748v4.12025-05-28 01:06:29
A bug fix for:
- error handling for empty API responses (Logout issue)
Build 874711351v4.02025-05-13 02:15:45
A Bug fix for:
- New conversations not appearing in the messages list (pull down to refresh the messages list)
Build 874475037v3.92025-05-02 16:27:38
Some fixes for:
- Error messaging around required groups when creating a contact
- No labeling for pre-existing recurring tasks display
Build 874430090v3.82025-04-30 20:20:38
New features:
- Notes and Tasks button on the Contact Details page
- View all notes for a contact
- View all outcomes for a contact
- View all tasks (single, recurring, journey tasks) for a contact
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 75 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 1 | 5.0 | 7.0.1 |
Not available in: AG, AI, AO, AR, BB, BF, BJ, BO, BR, BS, BW, BZ, CD, CG, CI, CL, CM, CO, CR, CV, DM, DO, DZ, EC, GA, GD, GH, GM, GT, GW, GY, HN, JM, KE, KN, KY, LC, LR, LY, MA, MG, ML, MS, MU, MW, MX, MZ, NA, NE, NG, NI, PA, PE, PY, RW, SC, SL, SN, SR, ST, SV, SZ, TC, TD, TN, TT, TZ, UG, UY, VC, VE, VG, ZM, ZW
Change log 28 changes · US
✎
releaseNotes updated
Small updates to keep things running smoothly:
- Updated SDK to improve app performance and reliability
- Fixed a minor bug
✎
description updated
Messaging Built for Loan Officers
Stay connected to your borrowers anywhere you go. Total Expert empowers modern financial professionals with a secure, purpose
✎
name updated
Total Expert
◆
Version 7.0.1 released
Small updates to keep things running smoothly:
- Updated SDK to improve app performance and reliability
- Fixed a minor bug
◆
Version 7.0.0 released
Lead Management is now in your pocket.
- View and create leads right from your phone
- Edit contact and lead details on the go
- Get notified the moment a new lead is ready to claim
◆
Version 6.5.0 released
- Bug fix
◆
Version 6.1.0 released
Your to-do list just got a serious upgrade — Task Management is live on the Total Expert mobile app!
- View, create, edit, complete & delete one-time tasks at the contact level
- Tasks organized by Overdue, Due Today, Due This Week, Due La
◆
Version 6.0.0 released
Logging in just got a whole lot easier.
- Refreshed Login Experience — A cleaner, more guided login flow to get you signed in and on your way.
- Remember Me — Check the box and your email is saved for next time — no more retyping.
- Face I
◆
Version 5.0.14 released
We’ve strengthened account protection to give you a safer, more secure login experience:
- Enhanced password lockout safeguards after multiple incorrect attempts
- Improved protection to help keep your account secure
◆
Version 5.0.13 released
Smoother messaging, smarter calling, and more reliable access—polished updates that make mobile work the way you expect:
-Easily mark conversations as unread so you can follow up when it’s convenient
-Safer, compliant calling with automati
◆
Version 5.0.11 released
Smarter opt-in messaging now removes the guesswork by telling you exactly when you can try again:
- Clear message when you need to wait before resending an opt-in
- Exact time shown for when you can try again
◆
Version 5.0.9 released
We’ve enhanced messaging accuracy and feedback to help you communicate with confidence on the go:
- Smarter messaging safeguards now prevent sending messages to invalid phone numbers, with consistent alerts
- Opt-in requests are automatic
◆
Version 5.0.8 released
Small fixes, big improvements to your everyday workflow:
- Some fixes to make navigation from page to page smoother
- Notes and tasks look cleaner with improved formatting and proper line breaks
- Special characters display correctly acr
◆
Version 5.0.7 released
We resolved an issue that caused task descriptions to lose their line breaks in the mobile app:
- Tasks now display with proper formatting, making them easier to read and follow
◆
Version 5.0.6 released
We’re continuing to enhance the mobile app behind the scenes to deliver a more reliable and polished experience for you!
- Improved app analytics tracking for a smoother experience
- Additional reminders to stay updated to the latest versi
◆
Version 5.0.5 released
We’ve polished a few things to make your experience smoother:
- Phone numbers now display correctly, no matter your font settings
- Fixed an issue where the opt-in button wasn’t enabling as expected
A few small tweaks, but they make a big
◆
Version 5.0.4 released
What’s New in This Release
We’ve made a few behind-the-scenes updates to keep your experience smooth and secure!
-Improved app stability and version handling
-Better text readability with new font scaling support
-Refreshed conversation
◆
Version 5.0.0 released
We’ve made some important updates to make your day-to-day conversations easier:
- Major Apple and Google store dependency updates
◆
Version 4.6.2 released
In this version, there is:
- A fix for conversations not loading for users with many conversations
- An update to add version handling for future versions
◆
Version 4.6.0 released
New feature:
- Users are able to delete notes and outcomes
◆
Version 4.5 released
Some updates to fix:
- Conversations not loading after multiple refreshes
- Referred field not added to the contact details
◆
Version 4.4 released
Some UI Updates:
- Update loader UI for Messages Screen
- Add password reveal functionality
◆
Version 4.3 released
New feature additions:
- Being able to add Notes
-Being able to add Outcomes
-Being able to add Outcomes with Notes
◆
Version 4.2 released
A bug fix for:
-automated messages displaying on the wrong side of the conversation on the app
◆
Version 4.1 released
A bug fix for:
- error handling for empty API responses (Logout issue)
◆
Version 4.0 released
A Bug fix for:
- New conversations not appearing in the messages list (pull down to refresh the messages list)
◆
Version 3.9 released
Some fixes for:
- Error messaging around required groups when creating a contact
- No labeling for pre-existing recurring tasks display
◆
Version 3.8 released
New features:
- Notes and Tasks button on the Contact Details page
- View all notes for a contact
- View all outcomes for a contact
- View all tasks (single, recurring, journey tasks) for a contact