Total Expert’s Customer Intelligence Wins Innovation Challenge at Digital Mortgage Conference

Customer Intelligence combined with Total Expert’s customer journey automation lauded as best-in-show by a panel of industry experts for its ability to drive deal flow for lenders by pairing borrower intent with intelligent automation

MINNEAPOLIS – Sept. 21, 2022 – Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, has been named the winner of the Innovation Challenge, sponsored by LendingTree, at the 2022 Digital Mortgage conference in Las Vegas, Nevada.

The Digital Mortgage conference offers attendees a look at the latest industry-leading solutions that are focused on helping financial institutions optimize their business and better serve their customers. The Innovation Challenge brought those solutions to center stage, providing 33 companies with a platform to demonstrate how their products and solutions can help lenders solve important business problems.

Led by Joe Welu, founder and CEO of Total Expert, Total Expert’s demonstration featured its Customer Intelligence solution, which combines important borrower intent data with automated marketing and sales journeys to supercharge deal flow for lenders.

“We’re honored to receive this recognition, which demonstrates our commitment to helping lenders drive growth by capturing every opportunity and surfacing deals that may have otherwise slipped through the cracks,” said Welu. “We’re working directly with customers to address the unique challenges faced by lenders today, and Customer Intelligence hits the mark through fast time to value and unbeatable ROI.”

Total Expert launched Customer Intelligence earlier this year to provide lenders with the intent and behavior data they need to connect with consumers at key moments of opportunity. Customer Intelligence allows lenders such as Prosperity Home Mortgage, LLC to identify and close more loans based on customer insights.

“We’ve been able to leverage the platform to create business for our loan officers that may have otherwise been missed. This solution allows us to gain insights on borrowers in a way that we would never be able to achieve organically. Not only does it help us determine that our customers may have a mortgage need, but it seamlessly sets them on a journey, putting our loan officers front of mind,” said Jelaire Grillo, brand ambassador at Prosperity Home Mortgage, LLC. “In the last two weeks alone, Customer Intelligence uncovered 1,200 opportunities we may have never known about and resurfaced customers that many of our loan officers haven’t had contact with in years. We have definitely found the formula to deliver value to our loan officers and empower them to grow their business.” 

For more information about Total Expert or to see Customer Intelligence in action, visit and join an upcoming webinar with Jelaire Grillo and Total Expert Chief Lending Officer Dan Catinella. They’ll discuss how to get more loans into the hands of loan officers and drive deal flow by marrying intent with intelligent automation.


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 For conversations between modern banks and lenders on leadership and innovation, listen to the Expert Insights podcast, hosted by founder and CEO Joe Welu.