2024 was another year of “challenges presented, challenges overcome” for lenders and loan officers. Rate limbo dominated much of the narrative throughout the year, but our customers found creative ways to keep borrowers and homeowners engaged, deepen their relationships, maximize opportunities, and deliver value at every stage of the financial journey.
Here’s a snapshot of everything we achieved together over the last 365 days!
1600 Utica Ave S. Suite 800
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. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.
