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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

A specialized CRM and customer engagement solution designed to foster growth and build loyalty among contemporary lenders and financial organizations. As housing prices reach unprecedented heights, interest rates climb, and inventory remains scarce, many borrowers find themselves uncertain about how to realize their aspirations of homeownership. Even with a notable decline in mortgage applications, owning a home remains a crucial investment in the United States. In a conversation with Global Markets Reporter Jill Malandrino, Joe Welu, the Founder and CEO of Total Expert, discussed strategies for lenders to maintain engagement with prospective homebuyers and support their dreams of owning a home. The Total Expert platform is meticulously crafted to cater to the specific requirements of lending and financial institutions, ensuring that digital interactions are as impactful as traditional face-to-face experiences while emphasizing scalable personalization. This approach not only enhances customer relationships but also positions lenders to effectively navigate the complexities of today's housing market.

Description

myhomeIQ helps Real Estate Agents and Loan Officers to cultivate clients for life and teaches homeowners how to build wealth by homeownership. MyhomeIQ allows Realtors®, Loan Officers, and other professionals to provide personalized information about their clients. myhomeIQ can predict which homeowner will move and notify the Realtor®, and Loan Officer who helped them buy their home. myhomeIQ gives Loan Officers and Realtors automated marketing tools to generate leads and grow their businesses. All your work in one: client nurturing, lead generation and predictive analytics. Connect with realtors and loan officers.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Capacity Yes 
Cyclr Yes 
Denim Social Yes 
Facebook Yes 
Facebook Messenger No 
Insider One Yes 
LendingPad No 
LinkedIn Yes 
Pre-Approve Me No 
X (Twitter) Yes 
Zapier No 

Integrations

Capacity No 
Cyclr No 
Denim Social No 
Facebook No 
Facebook Messenger Yes 
Insider One No 
LendingPad Yes 
LinkedIn No 
Pre-Approve Me Yes 
X (Twitter) No 
Zapier Yes 

Pricing Details

$69 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$149
Custom pricing available based on customers needs.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Total Expert

Website

totalexpertinc.com

Vendor Details

Company Name

SOA Labs

Founded

2019

Country

United States

Website

myhomeiq.com

Product Features

Real Estate Agency

Calendar Management Yes 
Client / Property Matching No 
Client Database Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Email Marketing Yes 
Flyer / Catalog Printing Yes 
Lead Management Yes 
Listing Management Yes 
Property Database Yes 
Website Management Yes 

Product Features

Real Estate Agency

Calendar Management No 
Client / Property Matching No 
Client Database Yes 
Commission Management No 
Contact Management No 
Contract Management No 
Email Marketing Yes 
Flyer / Catalog Printing Yes 
Lead Management Yes 
Listing Management No 
Property Database No 
Website Management Yes 

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