Mann Mortgage Selects Total Expert as All-Encompassing Marketing Automation Solution

The Total Expert Marketing Operating System® (MOS) empowers loan officers to deliver best-in-class customer experience.

Mann Mortgage, a residential mortgage lender with a 30-year legacy, will deploy the Total Expert Marketing Operating System® (MOS) – empowering loan officers to deliver the ultimate customer experience and enhance their relationships with borrowers through a single, centralized platform. Leveraging the MOS, loan officers at Mann Mortgage will be able to seamlessly manage their database while deploying and tracking every marketing asset from first touch to customer for life. 

“Our solution of choice needed to be flexible enough to allow our branches across the country to set up and communicate with their customers in a way that worked for them rather than a one-size-fits-all approach,” said Stephanie Taylor, Marketing Manager at Mann Mortgage. “The Total Expert MOS offers both out-of-the-box and custom options for multi-channel workflows – ensuring our loan officers deliver meaningful engagement throughout the entire customer journey. Mann Mortgage is committed to bringing the dream of home ownership to life and Total Expert plays a critical role in fueling our success.” 

Total Expert leverages intelligent automation to humanize complex financial decisions and build trust between loan officers and borrowers. By providing a clear view of prospects and customers within the Total Expert MOS, loan officers stay connected and know when a human touchpoint is needed. 

“Mortgage lenders are racing to keep up with consumer expectations and find the right technology solution to deliver a frictionless customer experience,” said Sue Woodard, Chief Customer Officer at Total Expert. “We are thrilled to welcome Mann Mortgage to the Total Expert family and provide them with a cutting-edge technology solution to help their customers achieve their version of the American dream.” 

Mann Mortgage, founded in 1989, was modeled after the 1950s era farming co-ops. By pooling resources, lending could be kept personal and local. This cooperative spirit stands proven today. Mann Mortgage is licensed in 20 states, has more than 330 employees with nearly 50 lending offices and continues its rapid growth. Mann Mortgage secured approvals from all three federal agencies: Fannie Mae (2010), Ginnie Mae (2012) and Freddie Mac (2013). Processing, underwriting and closing are completed in-house by Mann Mortgage. Mann Mortgage adheres to the basic philosophy that sharing collectively in the sale of its product benefits everyone. Volume speaks volumes, and in 30 years Mann Mortgage continues to thrive out of its original foundations. Mann Mortgage is an Equal Housing Lender. 

Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers or members for life by blending human relationships with digital simplicity. We power marketing and revenue growth for the U.S. mortgage industry and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. For more information, visit