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Putting more product in consumers’ hands isn’t the key to growth. Demonstrating that you understand their financial needs and goals—then providing relevant products or services—will drive the only KPI that matters: loyalty.
Catch Total Expert Founder & CEO Joe Welu’s conversation with Geoff Zimpfer on Mortgage Marketing Radio for insights into AI, client engagement, retention, and more.
The Homebuyers Privacy Protection Act (HPPA) may change how lenders prospect—but not how they build trust. Learn why Total Expert’s relationship-first approach is already built for what’s next.
G2 users have spoken! And their reviews have earned Total Expert a “2025 Summer Leader” ranking on the tech industry’s most trusted user-generated review site. Hear what they have to say.
Lone-wolf lending may drive short-term wins, but it fractures data, customer experience, and long-term growth. To scale sustainably, mortgage lenders need a shared platform that unifies efforts, empowers every LO, and builds lasting relationships. It’s time to stop scrambling—and start growing—with a strategy built for today’s market realities.
Mortgage lenders often prioritize short-term wins at the expense of long-term growth. This reactive mindset creates siloed teams, inconsistent customer experiences, and underused technology. Shifting to an enterprise-level strategy that unifies data and aligns sales, marketing, and operations can help lenders deliver seamless, personalized experiences.
What does AI really mean for mortgage professionals? In this in-depth discussion, Joe Welu, CEO of Total Expert, breaks down the difference between true AI and automation hype to show how AI is optimizing customer engagement, streamlining operations, and driving efficiency in the lending industry.
In a competitive and ever-evolving housing market, finding and engaging quality leads can feel like a time-consuming process. But the risks lenders and loan officers face by not properly vetting leads or tailoring their marketing and engagement are far greater than any rewards. Learn how to avoid these pitfalls and level up your marketing and compliance in 2025 >
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Minneapolis, MN 55416
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies.
