Total Expert Named to HousingWire’s 2021 Tech100 List

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

Total Expert, the customer experience platform purpose-built for banks and lenders, was named to HousingWire’s 2021 Tech100 list for the fourth year in a row. The award recognizes the companies and solutions that are revolutionizing the mortgage process–from origination to closing, and servicing to secondary markets.

The Total Experience Platform empowers loan officers to intelligently engage each customer with personalized messaging relevant to their unique financial needs.

“Today’s financial institutions understand the imperative of customer retention, and how important it is right now, in this environment, to grow customer relationships through meaningful engagement,” said Joe Welu, founder & CEO of Total Expert. “Total Expert helps lenders deliver personalized guidance at the critical moments within their customers’ financial journeys, so they can serve as trusted advisors every step of the way. We’re pleased to again be recognized with this award and to know the difference we’re making in financial wellness overall.”

By providing a 360-degree customer view, the Total Expert platform turns insights into actions so customers can personalize outreach by recommending relevant products and services. When paired with marketing automation, lenders can engage when and where it matters most. Additional customer relationship management (CRM) and sales productivity tools help Total Expert customers drive revenue while maintaining personal financial relationships with customers. 

“After the uncertainty and unpredictability of last year, we expected a greater adoption of technology. However, these 100 real estate and mortgage companies took digital disruption to a whole new level and propelled a complete digital revolution, leaving a digital legacy that will impact borrowers, clients, and companies for years to come,” said Brena Nath, HousingWire’s HW+ Managing Editor. “Knowing what these companies were able to navigate and overcome, we’re excited to announce this year’s list of the most innovative technology companies serving the mortgage and real estate industries.”

The recognition comes on the heels of substantial growth for Total Expert. Company revenues have increased by over 1,500% over the past three years, and Total Expert customers represent 25% of the U.S. mortgage industry. Total Expert took home several awards in 2020, a nod to their innovation in delivering the leading experience platform, including the No. 3 spot on the Minneapolis / St. Paul Business Journal’s 2020 Fast 50 list, No. 82 on the Deloitte Tech Fast 500 list, and landing on the Inc. 500 list of fastest-growing companies for the third year in a row. For more information about Total Expert, visit

Total Expert is a fintech software company that built the first Experience Platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their financial goals. Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industry-specific data and applications to deliver a cohesive experience across the customer lifecycle. For more information visit

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