The smarter way to
manage your pipeline
Total brings your contacts, deals, applications, and tasks into one place — so you can focus on closing, not on admin.
Everything you need, nothing you don't
Purpose-built for mortgage advisers. Six core modules that work together to keep your business moving.
Visual Pipeline
Track every deal from first contact to settlement with drag-and-drop Kanban boards that give you instant clarity on your pipeline.
Contact Management
Keep all your clients, referral partners, and contacts organised in one searchable directory with full history and relationship tracking.
Application Tracking
Manage loan applications from submission through to approval. Track statuses, documents, and deadlines without missing a beat.
Task Management
Never miss a follow-up. Create, assign, and track tasks tied to your deals and contacts with list and Kanban views.
Lender Directory
Access your full lender network with contact details, product information, and application requirements at your fingertips.
Referral Tracking
Understand which partners are driving your business. Track referral sources, conversion rates, and manage your referral network.
See it in action
Every screen designed for speed and clarity. No clutter, no learning curve.
Dashboard
See your key metrics, tasks, and pipeline at a glance
Lead Pipeline
Drag-and-drop Kanban boards for every stage
Contacts
Full client directory with search and filtering
“Total is intuitive and efficient, making lead tracking and reporting a breeze. The customizable interface is a great touch, and the real-time data insights are invaluable for running my business.”
Nichole C.
Mortgage Adviser
Ready to streamline your business?
Join mortgage advisers who use Total to manage their pipeline, close more deals, and spend less time on admin.