Exceptional Customer Reviews Land Total Expert as a Leader in 2023 Winter Report from G2
Total Expert has been named a leader in the Mortgage CRM and Financial Services CRM categories in the G2 Winter 2023 Report.
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Total Expert has been named a leader in the Mortgage CRM and Financial Services CRM categories in the G2 Winter 2023 Report.
In November 2022, Total Expert’s new Chief Lending Officer, Dan Catinella, was the featured guest on the Digital Disrupted podcast with host Paul Muller. In
On this episode of Expert Insights, our host Joe Welu is joined by James White, industry principal for banks and credit unions at Total Expert.
Rate has more loan officers in the top 100 than any other company. Andrew Pohlmann, EVP of marketing and sales enablement with Rate, a Total
On this episode of Expert Insights, Lance Lemoine, president of the mortgage division at Evolve Bank and Trust, joined our host, Joe Welu, to discuss
“Catherine is a wizard when it comes to using Total Expert to build journeys and connect the right people at the right time. Her work
“Every interaction an American Pacific Mortgage loan officer has with an individual or company matters. The innovative technology Total Expert offers our team allows us
“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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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.