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The new advisory board will allow Total Expert to deepen relationships with top-performing lending customers and gain better insight into market challenges and new opportunities for the platform.
The new advisory board will allow Total Expert to deepen relationships with top-performing lending customers and gain better insight into market challenges and new opportunities for the platform.
Award honors individuals leading technology innovations across the housing and real estate industry December 1, 2022, Minneapolis, MN — Today, Total Expert’s Chief Product Officer
Product release includes industry-leading integrations and features to continue building ecosystem, increase referrals, improve sales productivity, and keep deals from falling through the cracks MINNEAPOLIS—Nov.
The large national credit union will leverage the platform to support marketing and create deal flow as loan officers look to strengthen relationships with new
Founder and CEO of Total Expert is recognized as a leader in the housing and mortgage finance industry for the third year in a row
Customer Intelligence combined with Total Expert’s customer journey automation lauded as best-in-show by a panel of industry experts for its ability to drive deal flow
Industry titan joins the executive leadership team with 20 years of experience leading digital transformation in financial institutions MINNEAPOLIS – Sept. 13, 2022 – Total Expert,
The platform’s success underscores the need for personalized financial journeys in an uncertain housing market MINNEAPOLIS – August 23, 2022 – Total Expert, the only CRM and
The platform’s dedication to information security is highlighted through the achievement of internationally respected security standards MINNEAPOLIS – August 18, 2022 – Total Expert, the only CRM
The award reflects the platform’s growth and success in creating meaningful financial journeys in an uncertain market MINNEAPOLIS – August 16, 2022 – Total Expert, the only
Prestigious International Annual Awards Program Honors Standout Marketing, Advertising, and Sales Technology Around the World Minneapolis – August 11, 2022 – Total Expert, the only CRM and
The summer product release includes capabilities and integrations to drive pipeline through new referral partners and improved lead management MINNEAPOLIS—August 10, 2022— Total Expert, the CRM
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.
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Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.
