Resources

Total Expert Resources

Elevate, inspire, and grow your business with our curated selection of resources created by industry experts.

Featured resources

AI

AI Revolution: From “Discovering Fire” to Real Business Outcomes

Financial institutions risk falling into the AI hype trap without clear strategies. By focusing on outcomes, enterprise-grade solutions, and agentic AI, FIs can transform customer engagement, unlock revenue opportunities, and deliver measurable business value.
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August 12, 2025
Insurance

The Medicare Marketers’ Guide for 2025

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Lending

Habits of Top-Performing Loan Officers

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Blog

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AI

The Loan Officer’s New Co-Worker: Total Expert’s AI

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August 14, 2025
AI

AI Revolution: From “Discovering Fire” to Real Business Outcomes

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August 12, 2025

Industry resources

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Deposit Growth

Depositors Share Straightforward Ways to Win Their Mortgage Business

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Deposit Growth

Banking Institutions Have a Massive HELOC Opportunity in 2022

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Definitive Guide

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Lending

Habits of Top-Performing Loan Officers

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Technology

Building a Customer Experience Platform

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Webinars

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Reputation Revolution: Driving Digital Success through Better Customer Experiences

In this webinar, join experts as they reveal how reputation management, local SEO, and customer experience data can drive tangible growth for lenders.
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Loan Officer

On Demand | Habits of Your High Performing Loan Officers

Rates and terms rarely differentiate one lender from the next in today’s increasingly competitive financial market. What does? Loan officers.
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Product showcase

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Customer Intelligence

Customer Intelligence for Financial Services

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Lending

Generate More Loans through Co-Marketing Relationships

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Case studies

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First Heritage Mortgage Reignites Growth

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Lending

Momentum Loans Builds a Better Lending Experience with Total Expert

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Video testimonials

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Marketing Automation

Intercap Closes Over $95 Million in Loans in 6 Months Thanks to Automated Journeys and Integrated Data

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Lending

PrimeLending Delivers a More Personalized and Compliant Customer Experience

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Voice of the Customer

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Technology

Expert Insights: Bringing Tech and Values-Based Leadership Together with Bill Hufnagel

On this episode, Bill shares how he and his team created and delivered on their vision for Dart Bank to provide a modern banking experience
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Customer Engagement

Expert Insights: A Customer-First Culture for Modern Lenders with Steve Jacobson

Get Steve Jacobson’s take on keeping sales teams engaged and cultivating a customer-first culture.
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Expert Insights Podcast

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Street Level Strategies Podcast

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Events

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TMC Boston
Date
September 13-16
Location
Boston
Industry
Mortgage
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NAMIC Annual Convention
Date
Sept. 28-Oct. 1
Location
San Diego
Industry
Insurance
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Sales Mastery
Date
Oct. 14-17
Location
Dallas
Industry
Mortgage
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MBA Annual
Date
Oct 19-22
Location
Fontainebleau Las Vegas
Industry
Mortgage, Bank/CU
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ACUMA Annual
Date
Sept 21-24
Location
Colorado Convention Center, Denver
Industry
Mortgage
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Accelerate 2025
Date
Nov. 4-6
Location
Omni Interlocken, Denver
Industry
Mortgage,
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Expert Academy

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