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On Total Expert’s Fresh Takes podcast, Chief Customer Officer Sue Woodard talked to Michael Guidotti, Vice President of

Duo joins the executive team to empower banks and lenders, personalize engagement strategies, and build customer-centric relationships that fuel the company’s momentum

On Nov. 1, 2019, Total Expert Founder and CEO Joe Welu was featured in Credit Union Times.

Stearns Lending, LLC, a leading independent mortgage bank in the wholesale, retail and strategic alliance sectors, implemented the Total Expert Marketing Operating System® (MOS) to personalize marketing and engagement efforts, boost loan officer productivity and drive business growth.

This partnership helps forward-thinking mortgage lenders drive revenue, empowering loan officers with a 360-degree view of the customer and intelligent automation

As a financial sales pro, you need to focus on the highest priorities and best use of your time.

Total Expert, the leading marketing and customer engagement technology platform for banks, lenders, and financial services, today announced a dramatic improvement in lead-to-application conversion rates for early adopters of a new feature designed to bridge the gap between marketing and sales teams and become more productive.

Total Expert Director of Strategy, Consumer Direct Josh Lehr was named one of NMP’s 40 Under 40 Influential

Always up-to-date contact records enable hyper-personalized marketing that improves loan pull-through and borrower satisfaction Total Expert, the fintech

Partnership with Alloy Labs Helps Community and Mid-Size Banks Deepen Relationships with 30 Million Customers Nationwide Total Expert,

Total Expert Founder & CEO Joe Welu was featured in Mortgage Professional America to weigh in on maintaining

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.

Enterprise software executive brings 20 years of experience in technology product and strategy to accelerate Total Expert’s rapid

Fintech Leader Recognized as a Fastest-Growing Company Following a Record 1559.7% 3-Year Company Revenue Growth

The primary goal of the onboarding process is to provide an exceptional customer experience.