Dive into our latest headlines
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
Enriched customer profiles with critical life event data enable loan officers to scale personalized interactions and marketing automation
The Partner Marketplace enables financial services marketers to implement a custom MarTech stack with best-in-class providers.
The Expy Awards program honors high-performing financial institutions’ innovation and commitment to delivering the perfect customer journey.
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.
