Dive into our latest headlines
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.
Total Expert Chief Product Officer Matt Tippets is named a 2021 Tech Trendsetters by HousingWire.
By leveraging automation and merging customer data into a single source of truth, Inland Home Mortgage achieves open rates three times the industry average
Our own Joe Welu appeared on the Mortgage Lending Mastery podcast with host Jen Du Plessis. In this episode, Joe shares what led him to the fintech industry, the problems Total Expert solves, and how we’re helping modern financial institutions personalize the customer experience.
Total Expert Founder and CEO Joe Welu was interviewed by MortgageOrb to discuss loan officer retention and what it takes to hold onto top talent.
Total Expert lands No. 7 on the Minneapolis/St. Paul Business Journal Fast 50.
Total Expert, the customer experience platform purpose-built for modern financial institutions, today announced it has been selected by
New CRM and customer engagement functionality helps banks and lenders tackle market changes to acquire, nurture, and retain financial customers for life
With Total Expert driving relationship engagement, FinLocker enables consumers to achieve goals through personalized communication from their financial institutions
Inaugural awards program honors high-performing financial institutions for their ingenuity, innovation, and relentless focus on the customer
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.
Total Expert Chief Product Officer Matt Tippets is named a 2021 Tech Trendsetters by HousingWire.
By leveraging automation and merging customer data into a single source of truth, Inland Home Mortgage achieves open rates three times the industry average
Our own Joe Welu appeared on the Mortgage Lending Mastery podcast with host Jen Du Plessis. In this episode, Joe shares what led him to the fintech industry, the problems Total Expert solves, and how we’re helping modern financial institutions personalize the customer experience.
Total Expert Founder and CEO Joe Welu was interviewed by MortgageOrb to discuss loan officer retention and what it takes to hold onto top talent.
Total Expert lands No. 7 on the Minneapolis/St. Paul Business Journal Fast 50.
Total Expert, the customer experience platform purpose-built for modern financial institutions, today announced it has been selected by
New CRM and customer engagement functionality helps banks and lenders tackle market changes to acquire, nurture, and retain financial customers for life
With Total Expert driving relationship engagement, FinLocker enables consumers to achieve goals through personalized communication from their financial institutions
Inaugural awards program honors high-performing financial institutions for their ingenuity, innovation, and relentless focus on the customer
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.
Total Expert Chief Product Officer Matt Tippets is named a 2021 Tech Trendsetters by HousingWire.
By leveraging automation and merging customer data into a single source of truth, Inland Home Mortgage achieves open rates three times the industry average
Our own Joe Welu appeared on the Mortgage Lending Mastery podcast with host Jen Du Plessis. In this episode, Joe shares what led him to the fintech industry, the problems Total Expert solves, and how we’re helping modern financial institutions personalize the customer experience.
Total Expert Founder and CEO Joe Welu was interviewed by MortgageOrb to discuss loan officer retention and what it takes to hold onto top talent.
Total Expert lands No. 7 on the Minneapolis/St. Paul Business Journal Fast 50.
Total Expert, the customer experience platform purpose-built for modern financial institutions, today announced it has been selected by
New CRM and customer engagement functionality helps banks and lenders tackle market changes to acquire, nurture, and retain financial customers for life
With Total Expert driving relationship engagement, FinLocker enables consumers to achieve goals through personalized communication from their financial institutions
Inaugural awards program honors high-performing financial institutions for their ingenuity, innovation, and relentless focus on the customer
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