Dive into our latest headlines
Significant update in 2025 Winter Platform Release allows lenders to use dynamic interest rate data to deliver more impactful customer engagements.
Expansion of Total Expert’s executive leadership team will increase focus on serving clients across its product portfolio.
Total Expert earns recognition for the eighth consecutive year among the top mortgage and real estate technology organizations.
After months of research, Primary Residential Mortgage Inc. selected Total Expert as its technology partner, scoring the platform atop its data-backed RFP evaluation process.
Founder and CEO earns recognition as an innovative and impactful technology leader for the housing industry.
Founder and CEO earns recognition as an innovative and impactful technology leader for the housing industry.
The evolving partnership amplifies the capabilities of two unique technology pioneers that are fueling growth across the mortgage industry.
Enriched customer profiles with critical life event data enable loan officers to scale personalized interactions and marketing automation
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.
