News

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

Prevail Bank Partners with Total Expert to Deliver Personalized Customer Engagement at Scale

Total Expert and Prevail Bank partner to drive customer engagement and grow relationships

Total Expert Launches TrueIntent to Help Financial Institutions Capture the Voice of the Customer

New product capability makes it easy for marketing teams to gather key data points and…

Momentum Loans Increased Loan Officer Productivity to Grow Its Business by 20% Over 12 Months

Momentum transformed communication initiatives with Total Expert’s single platform to manage all sales and marketing…

Total Expert Launches Platform Capabilities to Drive Authentic Customer Relationships

New CRM and customer engagement functionality personalizes experiences from lead to loyalty

The Financial Brand: CX Will Look Different for Banking Providers in a Connected World

Total Expert Customer Experience Consultant J.J. Slygh was featured in The Financial Brand for his…

The Financial Brand: Building Customer Loyalty through Authentic Relationships

Total Expert Founder and CEO Joe Welu was featured in The Financial Brand to share…

How to Create Meaningful Member Experiences

Total Expert Chief Customer Officer Sue Woodard was featured in Credit Union Times to outline…

How to Build and Sustain Member Engagement

Total Expert Chief Customer Officer Sue Woodard was featured in CU Management to discuss three…

Adwerx and Total Expert Integrate to Keep Loan Officers in Front of Prospects and Clients 24/7

Mortgage lenders and loan officers can use the integration to target audiences with personalized digital…

The Financial Experience Podcast: Less Widgets, More Value Creation

Total Expert Founder and CEO Joe Welu was a guest on The Financial Experience Podcast,…

Total Expert Empowers New Fed Mortgage to Build Trust and Drive Engagement

New Fed Mortgage to use Total Experience Platform to deliver personalized messaging tailored to unique…

Total Expert Again Recognized on the Inc. 5000 Series: Midwest List

Fintech Leader Ranks in Top 50 Fastest-Growing Companies in the Midwest for Second Year in…

HW: Sue Woodard on Why the Customer Is the Real Hero

Total Expert Chief Customer Officers Sue Woodard joined HousingWire Editor in Chief Sarah Wheeler on…

The Financial Brand: Lessons from the Long Road to Personalization in Banking

Investors Community Bank Senior Vice President of Marketing Laura Wiegert was featured in the Financial…

NMN: 2021 Best Mortgage Companies to Work For

National Mortgage News has released their list of the "Best Mortgage Companies to Work For

Total Expert Named to HousingWire’s 2021 Tech100 List

For the fourth year in a row, Total Expert is recognized for helping customers optimize…

Total Expert Welcomes SaaS Veterans Ilene Vogt as Chief Revenue Officer and Rebecca Martin as Chief Marketing Officer

Duo joins the executive team to empower banks and lenders, personalize engagement strategies, and build…

Total Expert Partners with CU 2.0 to Improve the Credit Union Member Experience

CU 2.0 and Total Expert partner to provide industry-leading marketing automation services to credit unions.

Total Expert Joins Forces with Mortgage Market Leaders to Fuel Customer Relationships

As the mortgage industry experienced record-breaking numbers in a year of uncertainty, several mortgage lenders…

Total Expert 2020 Awards Roundup: The Customer Wins Big

Total Expert's 2020 award wins point to a future for financial services that puts customers…

Total Expert Extends Industry-Leading Marketing Tech to Power Fast-Growing Wholesale Mortgage Channel

Introducing Total Expert for Wholesale, a milestone in Total Expert's vision to help mortgage lenders…

Total Expert Ranked No. 1 in the Industry by STRATMOR Group

Total Expert ranks No. 1 in overall satisfaction and lender loyalty in STRATMOR Group’s 2020…

NMP's 40 Under 40 Influential Achievers

Total Expert Director of Strategy, Consumer Direct Josh Lehr was named one of NMP's 40…

SimpleNexus and Total Expert Supercharge Integration with Two-Way Data Sync

Always up-to-date contact records enable hyper-personalized marketing that improves loan pull-through and borrower satisfaction

Total Expert Partners with Consortium of Community and Mid-Size Banks to Drive Marketing and Customer Engagement

Partnership with Alloy Labs Helps Community and Mid-Size Banks Deepen Relationships with 30 Million Customers…

MPA: How Can Originators Keep Clients Engaged in a Second Lockdown?

Total Expert Founder & CEO Joe Welu was featured in Mortgage Professional America to weigh…

Deloitte: 2020 Technology Fast 500 Winners

Total Expert ranks #82 on Deloitte's 2020 Technology Fast 500 list honoring the most innovative…

Total Expert Partners with Cooperative Credit Union Association to Deliver a Modern Member Experience

Partnership helps credit unions drive member engagement and deliver modern experiences that exceed expectations

Progress in Lending Association: The 2020 Most Powerful Women In Fintech Award Winners Are …

Total Expert Chief People Officer Anna Klombies and Chief Customer Officer Sue Woodard were named…

EY: Entrepreneur Of The Year® 2020 Heartland Award Finalists

Total Expert Founder & CEO was named a finalist of EY's Entrepreneur Of The Year®…

MPA: Total Expert Brings on New Chief Product Officer

Total Expert Chief Product Officer Matt Tippets was featured in Mortgage Professional America magazine.

tech.mn: Minnesota Companies Shine on the Inc. 5000 2020 List

Total Expert Founder & CEO Joe Welu was featured in tech.mn among the list of…

ACUMA: How Personalized Member Content Delivers

Total Expert was recently featured in ACUMA Pipeline Magazine with our partner, Mortgage Coach.

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

3 Critical Ways to Engage Customer and Members Right Now

When people know they can rely on your brand in financial hardship, they’ll know they…

Gene Hammett: Creating a Culture Focused on Customer Success

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

How to Operationalize Empathy: 3 Things to Do Today

We’re living in the most customer-centric era yet, and now we’re all facing the new…

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…

Provide the Financial Wellness Resources for Whatever Comes Next

We’re all learning to live with uncertainty in new ways, and for many of your…

3 Strategies to Modernize Your Member Experience

Beyond digitalization, automation, and tech adoption, there are 3 key areas that credit unions can…

How Mortgage Lenders Can Educate Customers About the Steps of Their Hardship Journey

h a flood of mortgages going into forbearance during COVID-19, many borrowers are wondering what’s…