TouchTax
-23%
$6.47
$4.99
Screenshots
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.
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.
What's new (v6.1.0)
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
- 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
