News

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

Stearns Lending Powers Humanized Customer Experiences with Total…

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

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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…

Bank Business: How Banks Can Use Personalized Marketing to Grow Inside and Out

On May 10, 2019,  Total Expert Founder & CEO Joe Welu was published in Bank Business.  Superlative,…

Minne Inno: Meet Minne Inno’s 2019 ‘Inno on Fire’ Winners

On May 2, 2019, Total Expert was featured in Minne Inno. Every story and newsletter…

Personalizing the Customer Journey is Now Possible with Total Expert’s Journey Creator

65 percent of consumers say they have cut ties with a brand after just one subpar experience, making it…

BAI Banking Strategies: Bank Marketing Moves from Funnel to the Flywheel

On April 11, 2019, Total Expert Chief Customer Officer Sue Woodard was published in BAI…

Total Expert and Blend Unveil First-of-Its-Kind Integration Empowering Financial Organizations to Win Customers for Life

Industry leaders introduce enhanced integration to revolutionize the digital lending experience Total Expert, the creator of the…

Total Expert Named to HousingWire’s 2019 TECH100 List

For the second year in a row, Total Expert is recognized among leading technology solutions…

Recruiting and Retention

Leading companies know their power is in their people and they invest in finding –…

HousingWire Pulse: What the Housing Industry Needs to Know About Facebook's Latest Moves

On March 25, 2019, Total Expert was featured in HousingWire. Last week, Facebook changed its…

National Mortgage Professional: Motto Mortgage to Utilize Total Expert’s Marketing Operating System

On March 21, 2019, Total Expert was featured in National Mortgage Professional. Total Expert has announced…

Inman: Motto Mortgage Adopts Total Expert for Marketing, CRM

On March 20, 2019, Total Expert was featured in Inman. Motto Mortgage, the national mortgage…

Motto Mortgage Unleashes Entrepreneurial Spirit of Loan Officers with the Total Expert Marketing Operating System®

Revolutionary online solution gives local teams the freedom to launch personalized and automated marketing campaigns…

KS StateBank Enhances Customer Experience with Robust Marketing Powered by Total Expert

Marketing Operating System empowers KS StateBank to deliver personalized, relevant communications KS StateBank has selected the Total…

Residential Home Funding Corp. Leverages Total Expert to Cultivate Stronger Customer Relationships

The Total Expert Marketing Operating System® (MOS) accelerates marketing and sales efforts with personalized, automated…

Forbes Finance Council: Banks and Lenders: Is Your Customer Data Powering an Amazing Customer Experience?

On Feb. 19, 2019, Total Expert Founder & CEO Joe Welu was published in Forbes…

The Tech Tribune: 2019 Best Tech Startups in Minnesota

In February, 2019, Total Expert was featured in The Tech Tribune. The Tech Tribune staff has…

MReport: Unleashing the Power of “Hyper-Relevance” in Mortgage

Total Expert Chief Customer Officer Sue Woodard was featured in MReport. Technology won’t replace the…

Loan Officer Blog: Mortgage Expert Insights on Business Planning Strategies

Total Expert Chief Customer Officer Sue Woodard was featured on the Loan Officer Blog. The…

Alerus Financial Selects Total Expert to Personalize and Automate Marketing at Scale

Total Expert will empower loan officers to stay front and center with customers creating customers…

National Mortgage Professional: 2019: It's Time to Humanize Your Brand

Total Expert Chief Customer Officer Sue Woodard was featured in National Mortgage Professional. The question…

MReport: Putting Data in Motion

In December  2018, Total Expert Founder & CEO Joe Welu was published in MReport. How…

Minne Inno: Startups to Watch

On Dec. 11, 2018, Total Expert was featured on Minne Inno. Over the last 12…

Forbes: Four Keys to Retaining Top Talent for Finance Leaders

On Dec. 7, 2018, Total Expert Founder & CEO Joe Welu was published in Forbes…