MPA: How Can Originators Keep Clients Engaged in a Second Lockdown?
Total Expert Founder & CEO Joe Welu was featured in Mortgage Professional America to weigh in on maintaining customer engagement and the crucial role technology
Dive into our latest headlines
Total Expert Founder & CEO Joe Welu was featured in Mortgage Professional America to weigh in on maintaining customer engagement and the crucial role technology
Total Expert, the fast-growing marketing and customer-engagement software firm that serves financial-services providers, has raised $52 million in its third round of equity funding.
It’s no secret that the art of customer service in the modern era is something that banks desperately need help with.
Capital raise more than doubles previous funding total…
The leading fintech that powers marketing and engagement for top banks and lenders plans
expansion of AI, machine learning and predictive analytics capabilities
Mortgage Investors Group, a growing residential mortgage lending in the Southeast, has selected the Total Expert Marketing Operating System® (MOS) to arm their loan officers with a best-in-class marketing automation solution.
Total Expert MOS drives 321% ROI for banks and lenders by improving loan officer productivity, incremental gross profit, and marketing and compliance staff productivity
Brian Walerius played a key role in the company’s growth over the last several years. Walerius joined Total Expert in 2015.
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.