Total Expert

Total Expert is a CRM and marketing automation platform specifically for mortgage lenders, banks, and credit unions. It helps these financial institutions manage customer relationships and automate marketing campaigns to generate leads and close deals.

Official docs: https://developer.totalexpert.com/

Total Expert Overview

• Contact
  • Opportunity
• Loan Officer

Use action names and parameters as needed.

Working with Total Expert

This skill uses the Membrane CLI to interact with Total Expert. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

Install the CLI