News

Keep up with Total Expert product announcements, company news and publications

Mortgage Innovators: Using Technology to Build Better Relationships

Learn the top 5 things the best-run mortgage companies are doing optimize their customer experience…

Total Expert Welcomes Matt Tippets as its Chief Product Officer

Enterprise software executive brings 20 years of experience in technology product and strategy to accelerate…

Total Expert Named to Inc. 500 List (No. 288) for Third Year in a Row

Fintech Leader Recognized as a Fastest-Growing Company Following a Record 1559.7% 3-Year Company Revenue Growth

Gene Hammett: Creating a Culture Focused on Customer Success

Total Expert Founder & CEO Joe Welu was featured on Gene Hammett's Growth Think Tank…

Mortgage Women Magazine: Gen Z Homebuying - The Next Wave

Total Expert Customer Engagement Manager Bobbi Jo Dallas and Chief Customer Officer Sue Woodard were…

Total Expert Welcomes Kevin Dotzenrod as VP of Engineering and Laura Theodore as VP of Customer Success

The duo will help scale and sharpen the customer experience and technology architecture of Total…

MReport: Building Trust in Digital Mortgage Closings

Total Expert Founder & CEO Joe Welu was featured in MReport to discuss the impact…

CIOReview: Top 20 Banking Technology Solution Companies - 2020

Total Expert was named one of CIOReview's "Most Promising Banking Technology Solution Providers - 2020."

Total Expert Welcomes Josh Lehr as its Director of Strategy, Consumer Direct

The former Zillow Group manager joins Total Expert’s growing product team to expand its lead…

MortgageOrb: Communication with Customers All the More Critical During COVID-19 Crisis

Total Expert Founder & CEO Joe Welu was featured in MortgageOrb to discuss the value…

Credit Union Journal: Now Is the Time to Build Member Trust

As the leader of a growing company, I know the challenges of the day all…

Credit Union Times: Get to the Point: 5 Tips for Efficient Member Communications During a Crisis

Today, your members are worried about their physical health and their financial health. As you’ve…

Don’t Let Legacy Tech Hold Your Credit Union Back

On April 15, 2020 Total Expert Senior Vice President of Banking and Credit Unions Mike…

In Response to COVID-19; Total Expert Launches Discounted Software and Services with Rapid Deployment to Help Community Banks and Credit Unions Stay Connected and Communicate with Customers and Employees

Total Expert announced a new “fast deployment” product for community banks and credit unions to…

National Mortgage News: 5 Questions for Joe Welu on Mortgages in the Time of Coronavirus

On April 1, 2020 Total Expert Founder & CEO Joe Welu was featured in National…

American Banker: Digital Training for Bankers Paying Off in Coronavirus Crisis

On March 31, 2020 Total Expert Founder & CEO Joe Welu was featured in American…

National Mortgage Professional Magazine: Anna Klombies Joins Total Expert as Chief People Officer

On March 27, 2020 Total Expert's Anna Klombies was featured in National Mortgage Professional Magazine.

Inc. 500 The 250 Most Successful Companies in the Midwest

On March 25, 2020 Total Expert was featured in Inc.'s first annual list of America's…

Forbes: American's Best Startup Employers

On March 10, 2020 Total Expert was Featured as one of Forbes America's Best Startup…

Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New “Focused View” Feature

Total Expert, the leading marketing and customer engagement technology platform for banks, lenders, and financial…

Total Expert Announces Exclusive Partnership with The Mortgage Collaborative

This partnership helps forward-thinking mortgage lenders drive revenue, empowering loan officers with a 360-degree view…

Stearns Lending Powers Humanized Customer Experiences with Total Expert

Stearns Lending, LLC, a leading independent mortgage bank in the wholesale, retail and strategic alliance…

Credit Union Times: Why Personalization Alone Doesn’t Work: Credit Unions Need Humanization

On Nov. 1, 2019, Total Expert Founder and CEO Joe Welu was featured in Credit…

Star Tribune: Total Expert Raises $52 Million in Venture Capital, Tops So Far This Year

Total Expert, the fast-growing marketing and customer-engagement software firm that serves financial-services providers, has raised…

TechCrunch: Helping Banks Refine Sales Pitches and Customer Service, Minneapolis-Based Total Expert Raises $52 Million

It’s no secret that the art of customer service in the modern era is something…

HousingWire: Fintech Company Total Expert Raises $52 Million in Series C Funding Round

Capital raise more than doubles previous funding total...

Total Expert Raises $52 Million in Series C Funding to Humanize Customer Engagement for Financial Services Firms

The leading fintech that powers marketing and engagement for top banks and lenders plans expansion…

Mortgage Investors Group Partners with Total Expert to Deploy All-in-One Marketing Solution

Mortgage Investors Group, a growing residential mortgage lending in the Southeast, has selected the Total…

Study Finds Loan Officers Close 5.9 Additional Loans Annually with the Total Expert Marketing Operating System® (MOS)

Total Expert MOS drives 321% ROI for banks and lenders by improving loan officer productivity,…

HousingWire: 2019 Tech Trendsetter: Brian Walerius

Brian Walerius played a key role in the company’s growth over the last several years.…

MBA Insights: It's What's Inside That Counts: Why Your Internal Marketing Matters

Humanized marketing is tough. It takes time to build relationships with your customers so that…

National Mortgage News: Why AI in the Mortgage Industry Needs a Human Touch

On Sept. 20, 2019, Total Expert Founder and CEO Joe Welu was featured in National…

Total Expert Adds Three New Executives to Leadership Team

New Chief Revenue Officer, VP of People Operations, and SVP of Marketing join Total Expert…

Total Expert Takes No. 105 on Inc. 500 List of Fastest-Growing Companies

Ranking Follows Three-Year Revenue Growth of 3,206% for the Company

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.

Total Expert and Sales Boomerang Partner to Create Automated, Frictionless Lending Experience

New integration empowers loan officers to deliver the right message to the right person at…

nbkc bank Selects Total Expert to Deploy Centralized Command Center and Humanize the Customer Experience

Marketing technology solution empowers nbkc to deepen relationships with hyper-relevant engagement

Progress in Lending Association: The Most Powerful Women in Fintech

On July 30, 2019, Total Expert Chief Customer Officer Sue Woodard was featured in the…

MReport: Speaking the Language of Multicultural Borrowers

Total Expert Chief Customer Officer Sue Woodard was featured in The MReport Magazine.

TotalExpert and ReverseVision Team Up to Transform the Reverse Mortgage Customer Journey

Integration connects ReverseVision’s flagship loan origination platform with Total Expert’s marketing operation system to empower…

Total Expert Announces Integration with Ellie Mae’s Encompass Digital Lending Platform

Partnership enables lenders to access the Total Expert Marketing Operating System® (MOS) through leading digital…

Lykken on Lending: Use Social Media to Build Your Brand and Improve Sales

On July 8, 2019, Total Expert Chief Customer Officer Sue Woodard was featured on the…

ABA Bank Marketing: How Humanized Marketing Earns Customers for Life

On June 19, 2019, Total Expert Founder & CEO Joe Welu was featured in ABA…

Total Expert Named a Top Workplace by the Star Tribune for the Second Year in a Row

For the second year in a row, Total Expert, a leading enterprise software company and technology partner for some of…

NAFCU Services Announces Total Expert as Preferred Partner for Marketing Compliance Software

NAFCU Services has selected Total Expert as the Preferred Partner for Marketing Compliance Software.  Total Expert…

uexpress: From Financing to Flooring, Customer Service is Lacking

On May 31, 2019, Total Expert was featured in uexpress.  At a recent business dinner…

Total Expert Named a Marketing Technology Solution in FinXTech Connect, an Online Directory for Banks

Total Expert is changing the way banks humanize the customer experience Total Expert, the creator…

MReport: How Facebook's Restrictions Could be Good for Lenders

On May 14, 2019,  Total Expert Founder & CEO Joe Welu was published in MReport.  Facebook is…