2022 Expy Awards Highlight: The Adopter – Mountain West Financial
“Building relationships is the heart of our business. Despite the roller coaster of changes the industry has faced recently, Total Expert’s innovative tools have been
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“Building relationships is the heart of our business. Despite the roller coaster of changes the industry has faced recently, Total Expert’s innovative tools have been
On this episode of Expert Insights, our host Joe Welu is joined by Traci Huntemann-Piatt, vice president of marketing for Envoy Mortgage, based in Houston, Texas. Both Traci and
Total Expert’s new Chief Lending Officer Dan Catinella was recently featured on the Fintech Hunting podcast with host Michael Hammond. In this episode of the podcast, Dan
For two tumultuous years, the housing market has twisted and turned through rate environments, sellers’ markets, and equity booms. Now, as it nears the end
“Our team members at Assurance Financial really are ‘people people,’ in every sense of the word. Using Total Expert’s purpose-built technology, we’ve been able to
Last month, Total Expert participated in – and won – the Innovation Challenge at the 2022 Digital Mortgage Conference, sponsored by LendingTree. The Innovation Challenge
It’s no surprise that COVID-19 increased demands for digital innovation across nearly every industry. As consumers embraced technology and services that simplified their ability to
No financial institution – bank or credit union – wants to buy an engagement platform, but they do want to grow customer relationships. Many, though,
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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.