Total Expert Announces Partnership with NAMMBA to Shrink the Diversity Gap in Mortgage Lending and Homeownership
August 10, 2021
Two industry leaders partner to advance DE&I across mortgage and promote financial wellbeing
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Two industry leaders partner to advance DE&I across mortgage and promote financial wellbeing
Total Expert Chief Evangelist Sue Woodard is recognized as a 2021 HousingWire Woman of Influence.
New CRM integrations and data-driven features help financial institutions level-up customer engagement
Loan officers can access RatePlug insights within Total Expert to collaborate with agents, connect with borrowers, and personalize communications
Total Expert’s financial services customers can now tap Total Expert for Salesforce to power personalized communications and create customers for life
Total Expert, the customer experience platform purpose-built for modern financial institutions, today announced that Horicon Bank will leverage Total Expert to strengthen new and existing customer relationships
Total Expert for Consumer Direct platform is the first single data model for direct lending, delivering marketing automation, lead management, and CRM capabilities all in
Total Expert helps Planet Home Lending manage its brand on an enterprise level with automated communication and personalized experiences Planet Home Lending, a national mortgage
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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.