Total Expert Launches New Capabilities for Banks and Lenders to Create Growth Opportunities in an Evolving Market

Product release includes industry-leading integrations and features to continue building ecosystem, increase referrals, improve sales productivity, and keep deals from falling through the cracks

MINNEAPOLIS—Nov. 9, 2022— Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, today launched new capabilities to help banks and lenders deliver on every financial milestone in a customer’s journey, regardless of the market condition.

Rising interest rates and a compressed housing market have placed increasing pressure on financial institutions to build their pipeline and capitalize on every opportunity. To help customers respond and maximize growth, Total Expert launched innovative features in its Customer Intelligence and sales productivity solutions and announced new integrations and additions to its leading FinServ ecosystem.

“As the market continues to shift, banks and lenders are taking a deep look at their tech stack and integrations to create growth opportunities,” said Joe Welu, founder and CEO of Total Expert. “Our innovation drumbeat continues to uncover new streams of revenue from actionable insights, enabling our customers to drive pipeline growth and promote lifelong customer relationships now and when the market turns around.”

New in this release, insights notify Total Expert’s Customer Intelligence users when any of their monitored contacts passes an equity threshold, allowing them to find the perfect moment to engage and educate on various financial products, such as cash-out refinance, HELOC, reverse mortgage, and other methods for leveraging equity. These insights build on Total Expert’s vision of a comprehensive financial profile for every customer so that financial institutions are empowered to engage with their customers at just the right moment with offerings that support their unique financial journey.

“Our team had the opportunity to beta test the Customer Intelligence credit inquiry alerts, and we’re already seeing the impact it will have on growing customer relationships,” said Mike Karon, director of sales and support for CrossCountry Mortgage. “While market conditions are challenging, the credit alert is a game changer for putting personalized customer insights directly in the hands of our loan officers. We’re excited for the opportunity to nurture potential future opportunities and take our relationships to the next level with the equity alert.”

Other new capabilities to help banks and lenders weather the current market and dominate when it rebounds:

  • Elevated integration with BombBomb Vist adds new capabilities that allow users to incorporate personalized video content into their automated customer journeys. 
  • New industry-specific integrations with LeadpopsExperience.comLowerMyBillsLendgo, and MoveEasy to increase lead conversion, volume, and retention.
  • Multi-Factor Authentication delivers an additional layer of log-in security to users, assuring confidence in their data protection.
  • Inbound Call Campaigns within Consumer Direct create a new lead source specifically for inbound calls and connects prospects directly with a loan officer.
  • Lead Stage Change Automation within Consumer Direct increases the productivity of sales teams by automatically updating lead stages when a loan officer logs a specific call outcome.

For more information about Total Expert, visit

Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions. The 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 For conversations between modern banks and lenders on leadership and innovation, listen to the Expert Insights podcast, hosted by founder and CEO Joe Welu.