News

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

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.

Total Expert Welcomes Allison Netzer as its Chief Marketing Officer

Digital marketing executive brings 20 years of expertise to accelerate Total Expert’s continued growth in…

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…

What Does the CARES Act Mean? 6 Questions for Financial Industry Leaders

In the weeks since the CARES Act passed, Americans in all industries and sectors have…

Get to the Point: Efficient Crisis Communications

There’s an abundance of daily updates about the COVID-19 crisis everywhere, from news publications to…

The Value of the Personal Touch in Emergency Communications

When there is a major national emergency, your customers or members expect to hear from…

3 Personalization Strategies of Leading Banks

In a post-COVID world, your customers will expect their bank to prioritize their financial health…

5 Things Credit Unions Should Be Communicating to Members

Built trust with frequent, helpful updates that inform, educate, and engage Members faced with the…

Total Expert Now Helps Community Banks and Credit Unions Quickly Communicate in Crisis

Total Expert Now is purpose-built for community banks and credit unions to help them better…

The Inception of Total Expert Now

Panic quickly sunk in as COVID-19 made waves around the world, leaving financial brands wondering…

5 Things Mortgage Lenders Should be Communicating to Customers

As worry mounts over the impact of the coronavirus pandemic, it’s hard for your customers…

Deploy the 3 Cs of Crisis Communications to Build Trust

If your organization didn’t have a crisis communication- plan in place, it likely does now,…

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…

10 Questions Your Customers Have About Mortgage Loan Relief

As the unemployment rate soars and many American homeowners find themselves without a steady paycheck,…

3 Scalable Best Practices To Drive Sales Efficiencies for Loan Officers

When business is booming, it’s easy to fall into a near-sighted pattern and sacrifice the…

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…

5 Things Banks Should be Communicating to Their Customers

We are living in unprecedented times as COVID-19 continues to impact the lives of your…

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…

Establish Your Credit Union as a Financial First Responder

How credit unions can create financial security for members in an uncertain economy

The State of the Credit Union Marketer

There are 2 key areas where credit unions can improve member experience: access to data…

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…

3 Ways to Empower Your Loan Officers With Customer Data

Whether your customers are applying for their first mortgage or their third, getting from pre-qualification…

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…

How to Communicate Confidence with Banking Customers

As the COVID-19 pandemic disrupts everyone’s lives, your customers are increasingly concerned about their financial…

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…

Win More Business and Reclaim Valuable Selling Time with Focused View Feature

As a financial sales pro, you need to focus on the highest priorities and best…

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…