News

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

Total Expert for Consumer Direct platform is the first single data model for direct lending, delivering marketing automation,

Total Expert helps Planet Home Lending manage its brand on an enterprise level with automated communication and personalized

Total Expert, the customer experience platform purpose-built for modern financial institutions, today announced a partnership with Prevail Bank, a

New product capability makes it easy for marketing teams to gather key data points and support a more

Momentum transformed communication initiatives with Total Expert’s single platform to manage all sales and marketing activities When Momentum Loans,

New CRM and customer engagement functionality personalizes experiences from lead to loyalty Total Expert, the CRM and customer

Total Expert Founder and CEO Joe Welu was featured in The Financial Brand to share his insight on

Total Expert Chief Customer Officer Sue Woodard was featured in Credit Union Times to outline her three-step approach

Total Expert Chief Customer Officer Sue Woodard was featured in CU Management to discuss three steps credit unions

Mortgage lenders and loan officers can use the integration to target audiences with personalized digital advertising  Adwerx, a

In mortgage lending, we all talk about “customer for life,” but is today’s tech stack really delivering on

Total Expert Founder and CEO Joe Welu was a guest on The Financial Experience Podcast, hosted by HiFi Agency

NewFed Mortgage to use Total Experience Platform to deliver personalized messaging tailored to unique customer needs Total Expert,

Fintech Leader Ranks in Top 50 Fastest-Growing Companies in the Midwest for Second Year in a Row Total

In a recent Fresh Takes episode, Total Expert’s Chief Customer Officer Sue Woodard spoke with Brittany Hodak, the

Finance of America has driven incredible success in the past year, doubling their customer retention and loyalty rates with customers.

Total Expert Chief Customer Officer Sue Woodard joined HousingWire Editor in Chief Sarah Wheeler on the Housing News

Investors Community Bank Senior Vice President of Marketing Laura Wiegert was featured in the Financial Brand to discuss

In a conversation on Total Expert’s Fresh Takes podcast, Chief Customer Officer Sue Woodard spoke with Anne Legg,

National Mortgage News has released their list of the “Best Mortgage Companies to Work For,” which recognizes the

For the fourth year in a row, Total Expert is recognized for helping customers optimize the digital mortgage