Harness Data to Win Customers for Life
Our Solution
The Total Expert Platform
Case Study
Prosperity Home Mortgage, LLC. Uncovers 2,000 Unknown Opportunities
In one month, Prosperity Home Mortgage, LLC identified 2,000 previously unknown active loan opportunities with Total Expert’s Mortgage Credit Inquiry Alert.
AWARD-WINNING SOLUTIONS
Total Expert’s Customer Intelligence Wins Innovation Challenge at Digital Mortgage Conference
Customer Intelligence combined with Total Expert’s customer journey automation lauded as best-in-show by a panel of industry experts for its ability to drive deal flow for lenders by pairing borrower intent with intelligent automation.
NASDAQ TRADETALKS
The Home Lending Business and Reaching Reluctant Buyers
Record housing prices, rising interest rates, and limited inventory have left borrowers wondering how to secure their dream home. Despite a significant drop in mortgage applications, homeownership continues to be a major investment in America. Total Expert Founder and CEO Joe Welu spoke with Global Markets Reporter Jill Malandrino on ways lenders can keep homebuyers engaged and pursue their dreams of homeownership.
Our Customers
Trusted by 200+ industry leaders
Chief Digital Officer, Finance of America
PURPOSE-BUILT CRM
Named #1 CRM by STRATMOR Group
DESIGNED FOR PRODUCTIVITY
15% Sales Productivity Increase
CUSTOMER RETENTION
2x Customer Loyalty
Trusted by Modern Financial Institutions
Customer Proof
Customers give Total Expert top marks for creating engaging customer experiences.
Purpose-Built for Financial Services
The Total Expert platform is built from the ground up with functionality specific to the unique needs of lending and financial institutions.
Customer insights driven by 40+ integrations for a true 360-degree view.
All-in-one CRM and marketing with intelligent automation at its core.
Pixel tracking and approval workflows for brand and regulatory compliance.
Human + Digital Connection
Make digital experiences just as impactful as in-person engagements with a platform focused on personalizing at scale.
360-degree contact view with access to behavioral, transactional, and motivational data
Segmentation to group contacts based on where they are in their financial journeys
Personalization at scale to tailor communications while still building essential 1:1 relationships
