Blog

Motto Mortgage’s Calvin Cook shares three ways to improve your outreach strategy using Total Expert’s Journey Creator.

Total Expert Founder and CEO Joe Welu shares a financial services industry retrospective on 2021 and a forecast for 2022.

Three principles for using Total Expert’s Journey Creator to drive customer relationship success, from an award-winning user.

Total Expert’s 2021 Customer Experience Maturity Model survey reveals what makes banks and credit unions customer experience stand out from the rest.

Winner of Total Expert’s Journey Wiz Expy award Jake Pniewski shares winning strategies with essential customer journeys.

Hear more from Intercap Lending in this video where they share their experience with a purpose-built solution, the impact on their loan officers, and how it led them to generate over $95 million in loan volume in six months.

Total Expert’s fall release includes new products and functionality with a variety of updates focused on enhancing customer experiences by enabling financial institutions to more easily manage and oversee individual touchpoints across lending and banking journeys. 

Christian Ruppe, VP of Digital Banking at Horicon Bank, sees losing touch with customers as a risk to the bank as it grows. What’s he not worried about? That Total Expert will support customer connections.

Total Expert was honored to host our bank and lender customers at our 2021 Accelerate conference in Scottsdale, Ariz.

Most mortgage lenders outsource critical operations to technology companies to reduce costs, mitigate risk, or find specialized skillsets not staffed in-house.

It’s been an amazing week here at Total Expert’s 2021 Accelerate customer conference. Nearly 300 customers, partners, and financial industry thought leaders convened in Scottsdale, Ariz. to discuss innovative and effective ways to drive growth, earn customer loyalty, and translate data into action.

If you are a marketer at a financial institution reading this, you probably already know “customer experience” (CX) is the single best way to build stronger, deeper, longer-term relationships with borrowers and depositors.

The new imperative: deliver personalized experiences at scale. To do this, banks must have a CRM designed for the world of retail banking.

Total Expert shares three refi playbooks that enable lenders to win refi market share and deliver the ultimate refi journey.

Financial institutions interested in building lifelong relationships with customers and members understand that loyalty is a key ingredient to those relationships. But few realize the impact they have on the factors that most affect loyalty.

A year unlike any other, 2020 bore witness to an unlikely confluence of rare financial scenarios resulting from the global pandemic: a battered economy, rising home prices, and historically low mortgage rates.

Recent changes in consumer behavior and expectations are incenting financial institutions to turn to technology companies for a much bigger ask.

The wholesale mortgage industry is on the cusp of a new competitive value offering for brokers. With retail lenders utilizing borrower data and insights to drive massive increases in retention, brokers now need wholesale partners that will provide them parity in the race to serve borrower needs.

We all talk about “pivot to purchase” by 2022, but do you really know how huge this pivot is, and how to keep your business growing?

As the great refi boom of 2020-21 subsides later this year, more lenders will diversify into servicing. Let’s look at how to plan in the current servicing market, and how to execute on a single customer experience.

Competition is about to get fierce, and it’s the high-performing LOs who can teach us what to do—and not do—to succeed in the coming months.