News

Total Expert takes home the win for the Innovation Challenge at the 2022 Digital Mortgage conference.

Total Expert has announced that Dan Catinella has joined the company’s executive leadership team as Chief Lending Officer.

As the company doubles down on innovation to help banks, lenders, and credit unions navigate the current market, Total Expert is gaining momentum heading into the second half of the year.

Total Expert has been granted ISO 27001 certification following an extensive audit process.

For the fifth consecutive year, Total Expert has been recognized on the Inc. 5000 list of fastest-growing private companies in America.

Total Expert has been selected as “Best Overall CRM Solution” in the MarTech Breakthrough Awards program.

Total Expert rolls out new capabilities to help banks, lenders, and credit unions fill their pipelines.

Total Expert announced the companies and individuals displaying an extraordinary commitment to customer experience as winners of the 2022 Expy Awards.

Total Expert kicks off Accelerate 2022, their annual customer conference taking place in Nashville.

New features for lenders, banks, and credit unions will help financial institutions better navigate customer relationships.

Northpointe Bank expands their partnership with Total Expert to build deeper customer relationships.

Our Founder and CEO Joe Welu shares his insight on the current and future state of the banking industry with Authority Magazine.

Joe Welu shares insight into current market opportunities and how lenders can leverage data for a more personalized customer journey.

Total Expert is named a leader across four categories in the Spring 2022 G2 Reports.

Total Expert lands on the Inc. 5000 Series: Midwest list of the fastest growing companies in the region.

Fintech platform brings customer insights directly into automated sales and marketing workflows, enabling lenders to take action on important data.

HousingWire announces the 2022 Tech100 honorees, recognizing the most innovative technology companies in the housing economy.

All-in-one CRM and customer experience platform delivers a better partner and borrower experience at scale

Total Expert Founder and CEO Joe Welu was featured in MReport to share three strategies to strengthen relationships between borrowers and brokers and stand out as a competitor in the purchase market.

Former Talkdesk and SAP senior executive brings extensive cloud, go-to-market, sales, and operations experience to his role as President at Total Expert.

Total Expert welcomes John Emerick as Chief Financial Officer.

Total Expert is recognized as a leader in high performer in four G2 Winter 2022 Grid Reports.

Given the choice between product innovation or customer experience, what reigns supreme? Total Expert Founder and CEO Joe Welu shares his thoughts and asks four experts to weigh in.

Total Expert Founder and CEO Joe Welu was featured in Forbes to discuss how modern mortgage lenders can leverage technology to tackle market challenges and form deeper connections with borrowers.