Lindsi Flynn, Marketing Director with Assurance Financial, discusses how Total Expert’s Customer Intelligence tool helps to maximize conversions.
Scott Kirkessner, with Castle & Cooke Mortgage, discusses how Total Expert simplifies operations and enhances marketing automation efforts.
In this customer testimonial, Christina Bush with Castle & Cooke Mortgage, discusses how Total Expert has helped to elevate and streamline their business.
With Total Expert, Castle & Cooke Mortgage found a better way to empower their loan officers to self-serve their individual marketing needs to better fit their unique markets.
Total Expert helps free up time for Evolve Bank and Trust loan officers allowing a greater focus on lead gen, prospecting, and connecting with realtors.
With Total Expert’s simple to use purpose-built platform, Paramount Residential Mortgage Group gets more than just a technology solution.
Hear how Luminate Home Loans is utilizing Customer Intelligence plus alerts to customize customer communications throughout their financial journey.
Hear how Prosperity Home Mortgage, LLC is utilizing Customer Intelligence plus alerts to help lenders engage with their database in a smart way.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.
