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Total Expert Chief Lending Officer Dan Catinella joined the Lykken on Lending podcast to discuss what’s next for Total Expert, and more importantly, what’s next for lenders who are serious about growing their business in 2026 and beyond. At the core of this next evolution is a powerful shift in mindset: if you still think of your CRM as a static database, you’re already behind. Dan outlined how Total Expert has evolved into a true Customer Operating System that continuously enriches and refreshes contact data to give originators real-time context around credit position, tappable equity, rate opportunities, and life events.

From there, the conversation moved into the practical impact of that intelligence. With Customer IQ embedded across the platform, lenders can identify who to contact, when to engage, and what opportunity to present with personalized messaging. Total Expert's marketing automation and agentic AI will work seamlessly behind the scenes to help lenders engage faster, more effectively, and at scale. Dan also shared how our AI Sales Assistant extends the capacity of every originator, conducting human-like outreach, qualifying opportunities, and even scheduling meetings directly on a loan officer’s calendar. It’s not about replacing the originator, it’s about empowering them to focus on advice, relationships, and conversion while technology handles the prospecting and follow-up that too often falls through the cracks.

If you’re thinking about borrower retention, refinance waves, or how to compete in a market where speed and personalization matter more than ever, this is a conversation you won’t want to miss. Dan and David explored how data intelligence, automation, and AI are converging to create a new growth engine for lenders that's built not on isolated transactions, but on the consistent engagement that deepens relationships and earns customers for life.

Catch the conversation