Harness Data to Win Customers for Life

Purpose-built CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions.

Our Solution

The Total Expert Platform

A better customer experience hinges on deeper insights and meaningful engagements–which we deliver with a truly integrated 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.

Case Study with Prosperity Home Mortgage, LLC.


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.


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

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“We’ve been able to cultivate prospects – stay in front of them through a series of automations and drips throughout the process – as soon as they make first contact with us.”

Chief Digital Officer, Finance of America

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Trusted by Modern Financial Institutions

Total Expert is the purpose-built choice of banks, credit unions, and mortgage lenders looking to create growth and loyalty.
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G2 Reviews

Users give Total Expert 4.5 out of 5 stars.

Customer Proof

Customers give Total Expert top marks for creating engaging customer experiences.

Case Studies

Total Expert customers are transforming their customer experience.

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

It’s time to build a digital experience rooted in human connection.