Total Expert Helps Financial Institutions Win Purchase Market with Powerful Integrations and Consumer Insights to Drive and Capture Leads

Platform upgrades and partnerships will build stronger connections to data, enhance lending teams’ ability to leverage consumer insights, and drive stronger engagement and loyalty

MINNEAPOLIS – May 11, 2022 – Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is rolling out new features for lenders, banks, and credit unions to help them better navigate customer relationships in the coming year. With a mortgage market that’s gone from 70% refinance loans in 1Q21 to 70% purchase loans in 2Q21, capitalizing on every loan application is more important than ever.

In this competitive environment, lenders require easy access to consumer data from across the financial ecosystem. To enable this, Total Expert has built new or enhanced partnerships with third-party data integration, social marketing, lead conversion, and lending broker brands. The ability to access and leverage consumer data and sales inputs from systems including Salesforce, BankingBridge, and FreeRateUpdate, gives lenders a broader view of customer behavior in order to optimize and fill the pipeline.

A new integration with Denim Social will allow loan officers to create compelling, personal landing pages that give consumers detailed information on lending services, integrate with social media lead gen campaigns, and funnel new leads into the Total Expert platform. The BankingBridge integration allows lenders to easily embed lending and rate calculators into landing pages and profiles to further customize the consumer experience and encourage action.

Additionally, Zapier will allow financial institutions to connect Total Expert to more than 4,000 third-party software platforms that are generating potential leads and consumer insights. It is now possible to automate the movement of lead data from existing sources such as Zillow, Google, LendingTree, and more, directly into Total Expert, giving loan officers a singular database of potential new customers to target with automated, personalized campaigns. 

“With the mortgage market flipping to 70% purchase loans and rates rising 2% this year, loan officers need real-time insights and leads to win and close customers fast,” said Julian Hebron, founder of The Basis Point, a sales and strategy consultancy for consumer finance and real estate companies. “Higher rates don’t derail homebuyers as much as headlines suggest, and loan officers must be armed with the right customer, rate market, and local housing market data to help customers understand long-term home affordability and win bidding wars in a competitive market.” 

“To compete today, financial institutions must go beyond transactional banking and lending, and build comprehensive customer profiles to power more relevant customer communications,” said Joe Welu, founder and CEO of Total Expert. “With the exceptional new integrations and capabilities included in our latest release, we’re providing customers with the data, insights, and intelligent automation they need to understand behaviors and preferences, and deliver the perfect customer journey.”

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Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms. For more information visit