Preparing for an Integration with Total Expert Follow
TotalExpert is a popular mortgage industry marketing automation system that also has CRM functionality.
In order to request an integration between TotalExpert and CardTapp, you will need to obtain your unique TotalExpert user identifier.
In TotalExpert, go to the top right corner of your screen and click on your name, then choose Account Settings
Scroll down to the very bottom of the screen. On the bottom right, look for tile labeled 3rd Party Source Settings. Within that tile, look for the field labeled Username. This is your unique user identifier that will need to be provided to CardTapp to configure the integration.
Send your Username in an email message to firstname.lastname@example.org so we can configure the integration for you.