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Posts
- Total Expert Announces Exclusive Partnership with The Mortgage Collaborative
- The Upside of Down
- Shrinking Opportunity? Get - and Grow - Your Share
- Three Personalization Fails that Dehumanize Your Financial Brand
- Total Expert Named a Top Workplace by the Star Tribune for the Second Year in a Row
- Mortgage Professional America: Safe Haven
- Understanding The Sky-High Potential Of Real Estate ROI
- All-Time Highs and Cautious Optimism
- Study Finds Loan Officers Close 5.9 Additional Loans Annually with the Total Expert Marketing Operating System® (MOS)
- Predictions and Actions for 2017
- Total Expert Earns a Spot on Inc. 500 List
- Digital Transformation: Laying the Groundwork for Modern Marketing Success Part 2
- 2 Ways Lenders Build Trust with Millennial Borrowers
- Three Bankable Strategies to Become a High-Performance Originator
- Digital Transformation is Redefining Marketing in Financial Services
- 2 Ways Lenders Build Trust with Millennial Borrowers
- Digital Transformation: Laying the Groundwork for Modern Marketing Success Part 3
- ABA Bank Marketing: How Humanized Marketing Earns Customers for Life
- Lenders Must Understand How Millennials Consume Media
- Growing Revenue While Navigating Regulations
- HousingWire: Building A MarTech Stack For The Digital Transformation Era
- How to Cure Shiny-Object Syndrome: Developing a Fintech Strategy for Innovation
- Becoming a Customer for Life Company: Part 1
- Reasons to Kick Your Traditional Mortgage Marketing Strategies to the Curb Before 2019
- How Lenders Can Earn Millennial Homebuyers’ Trust
- 55 Misunderstood Real Estate Shorthand Abbreviations
- How to Build an Industry Leading Marketing "Agency" Within a Financial Services Organization
- Why Homebuyers Chose the Other Lender
- Marketing Automation Empowers Loan Officers to Build Customers for Life
- 2 Ways Lenders Build Trust with Millennial Borrowers
- MBA Tech 2018: Takeaways from Industry Leaders
- Tech Solutions Help Build Better Relationships
- Win More Business and Reclaim Valuable Selling Time with Focused View Feature
- Industry News: What "To Do" Next
- Co-Marketing With TILA-RESPA In Mind
- Tight Inventory: Take a Leap
- Total Expert Brings Marketing Operating System to Banking Industry
- How to Take Advantage of Zillow's Web Traffic
- Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New “Focused View” Feature
- HousingWire: Joe Welu, CEO of Total Expert to Speak at Engage.Marketing
- HousingWire: 2019 Tech Trendsetter: Brian Walerius
- HousingWire: Inc. Magazine Names Fastest-Growing Mortgage Companies
- Amazon Mortgage? It's a Jungle Out There
- MLO Migration: Coming and Going Soon
- Nearly One Quarter of Scotsman Guide Top Originators in 2017 are Total Expert Users
- Today's Down Payment: Tomorrow's Target
- Top Three Digital Transformation Trends in Financial Services
- Mortgage Interest Deductions: A Comeback for Seconds?
- Becoming a Customer for Life Company: Part 2
- Hudson United Mortgage Partners with Total Expert for Digital Transformation
- Report: Mortgage Applications Down, Existing-Home Sales Up
- Are You Asking Prospects to Marry You on the First Date?
- How to Identify Company Challenges and Solutions
- Millennials Redefine Financial Success, Facebook Reports
- MartechCube: Interview with Founder & CEO of Total Expert - Joe Welu
- CMBA: How To Empower Personal Branding From The C-Suite
- Transform Your Relationship Managers’ Ability to Become a Lifelong Financial Partner
- Digital Banking: If You Build It They Will Come... Won't They?
- Mortgage Investors Group Partners with Total Expert to Deploy All-in-One Marketing Solution
- Industry Professionals: Control the Narrative
- Mortgage Marketing Departments: Size Matters
- Marketing on Social Media: Help MLOs Get the Word Out
- Total Expert and NAHREP Consulting Services Partner to Offer Expert Content into Spanish
- Perfecting Public Perception: How to Use Reviews in Marketing
- Fall Product Enhancement Update
- Master Customer Touchpoints Across the Customer Journey
- Rogue Marketing: Kill it With Productivity
- Humanization vs. Personalization What's the Difference?
- Compliance & Marketing: Do You Have What You Need?
- MBA Insights: Joe Welu of Total Expert on Marketing Technology
- Slow Season? Fight the (Yule) Tide
- Credit Union Times: 3 Keys to Successful Social Media Marketing
- Instant Gratification: The Danger to Long-term Success
- How Lenders and Agents Can Grow Their Businesses With Twitter
- Total Expert Raises $20 Million in Series B Funding to Fuel Growth of 'Marketing Operating System' Software for Banks & Lenders
- Mortgages on the Move: Mobile Device Usage for Borrowers on the Rise
- Using Big Data for Big Wins
- Challenges of Sharing Your Brand In A Co-Marketing Partnership
- Emergence Capital: Joining Forces with Total Expert to Power the Future of Marketing in Financial Services
- Avoiding Pitfalls When Advertising on Third-Party Websites and Buying Leads
- Challenges of Sharing Your Brand In A Co-Marketing Partnership
- Success Imperative: The 1-Page Business Plan
- Minneapolis/St. Paul Business Journal: Growing Tech Company Total Expert Snaps Up $20M
- Consumer Sentiment: Use it to Captivate and Motivate
- Star Tribune: Total Expert Lands $20 Million in Venture Capital Funding
- Understanding and Abiding by Regulations Meant to Protect Consumers
- Technology Isn't a Choice: Adapt or Die
- Tech.MN: Total Expert Raises $20m Series B from Emergence, Rally, and Arthur
- Student “Housing” – Perception & Possibility
- HousingWire: Total Expert Raises $20 Million to Expand Business
- Plan to Succeed: Strategies to Stay on Course
- Digital Mortgage Conference 2.0: Key Takeaways
- Four Reasons Your Bank Needs a Marketing Operating System
- National Mortgage News: The Secret to CRM for Mortgage Lenders is Personalization
- 2018: The CLEAR Course to Success
- Third Quarter 2017: Reflection and Projection
- Progress in Lending: Total Expert Raises $20 Million in Series B Funding to Fuel Growth
- Change Expectations: Will You Struggle or Succeed?
- Create an Ecosystem of Products and Services
- Finsmes: Total Expert Raises $20M in Series B Funding
- Customer Profiling: Evaluating for Engagement
- Tech.MN: Q&A with Total Expert CEO Joe Welu on the $20M Round
- CFPB Director Richard Cordray Calls it Quits
- 3 Brands Crushing Their Customer Experience and What You Can Learn from Them
- Total Lending Concepts Selects Total Expert to Level Up Marketing and Sales Efforts
- Low Inventory Doldrums? Here's the Cure
- iServe Selects Total Expert as Digital Transformation Partner
- Tight Inventory: Combat Cash with Customer Care
- Dodd Frank Update: Total Expert Founder Talks Modernizing, Personalizing Marketing
- Headlines Happen: Make Them Work for You
- Why Customer Experience is the Ultimate Differentiator
- Social media - How's That Working for You?
- TECH.MN: Meet a Minnesota Tech CFO: Charles Wyatt, Total Expert
- Purchase Market: Are You Getting Your Share?
- Total Expert Raises $52 Million in Series C Funding to Humanize Customer Engagement for Financial Services Firms
- Assurance Financial Partners with Total Expert to Elevate Mortgage Lending Experience
- Zillow: Friend or Foe?
- Mortgage Women Magazine: Ask The Experts
- Lykken on Lending: Use Social Media to Build Your Brand and Improve Sales
- Total Expert Announces Integration with Ellie Mae’s Encompass Digital Lending Platform
- TotalExpert and ReverseVision Team Up to Transform the Reverse Mortgage Customer Journey
- Forbes: Four Keys to Retaining Top Talent for Finance Leaders
- Attract New Customers or Members but Keep the Old with Proven Strategies from Data and Behavioral Science Experts
- MReport: Speaking the Language of Multicultural Borrowers
- Minne Inno: Startups to Watch
- HousingWire: Fintech Company Total Expert Raises $52 Million in Series C Funding Round
- Progress in Lending Association: The Most Powerful Women in Fintech
- MReport: Putting Data in Motion
- From Frustration to Domination: The Hub & Spoke Model
- TechCrunch: Helping Banks Refine Sales Pitches and Customer Service, Minneapolis-Based Total Expert Raises $52 Million
- National Mortgage Professional: 2019: It's Time to Humanize Your Brand
- Marketing to Millennials: They've Got it Coming
- Star Tribune: Total Expert Raises $52 Million in Venture Capital, Tops So Far This Year
- Mortgage Marketing Tools: Communicate Possibility and Present Solutions
- Close More Loans: Send the Right Message at the Right Time with the Total Expert and Blend Two-Way Integration
- Don't Just Watch the Market - Move It
- Stearns Lending Powers Humanized Customer Experiences with Total Expert
- Three Steps to “Uberizing” Your Mortgage and Real Estate Business
- nbkc bank Selects Total Expert to Deploy Centralized Command Center and Humanize the Customer Experience
- Mortgage CRM: Shape Market Perception, Drive Your Business
- First-Time Home Buyers: Is Student Loan Debt a Myth?
- Total Expert Adds Three New Executives to Leadership Team
- What is the Diamond Strategy?
- Total Expert and Sales Boomerang Partner to Create Automated, Frictionless Lending Experience
- Alerus Financial Selects Total Expert to Personalize and Automate Marketing at Scale
- Current Homeowners: They're in the Money
- Mann Mortgage Selects Total Expert as All-Encompassing Marketing Automation Solution
- Production and Profit: Keeping Good News Going
- Total Expert Takes No. 105 on Inc. 500 List of Fastest-Growing Companies
- Renter Attitudes: Desire is High, Confidence a Bit Shaky
- Loan Officer Blog: Mortgage Expert Insights on Business Planning Strategies
- MReport: Unleashing the Power of “Hyper-Relevance” in Mortgage
- Marketing to Millennials: Dogs, Video & Social Media
- The Tech Tribune: 2019 Best Tech Startups in Minnesota
- Best Practices for Managing Marketing Compliance at the Enterprise Level
- Credit Union Times: Why Personalization Alone Doesn’t Work: Credit Unions Need Humanization
- Mortgage Impact Podcast with Total Expert Founder and CEO Joe Welu
- Recruiting Loan Officers: Four Keys to Attracting Top Talent
- Forbes Finance Council: Banks and Lenders: Is Your Customer Data Powering an Amazing Customer Experience?
- Housing Market News: The Data and the Dream
- Legacy Technology: It Can Destroy Your Business
- Rising Rates: Educate Your Leads
- Residential Home Funding Corp. Leverages Total Expert to Cultivate Stronger Customer Relationships
- Using Marketing Automation to Convert More Leads
- CFPB: Changing for the Better?
- KS StateBank Enhances Customer Experience with Robust Marketing Powered by Total Expert
- Co-Marketing Best Practices to Mitigate Risk and Focus on Growth
- Uncover Opportunity in Your Database
- Lack of Housing Inventory Makes Headlines, but There's More to the Story
- Education-based Marketing: How to Make Lunch & Learns Work for You
- Rethink Your Consumer Personas in the Financial Services Industry
- Home Ownership Still A Key Piece of the American Dream
- Avoid Regulatory Repercussions with Proper Lead Management
- The Constant State of Change: Reactive - or Ready?
- Motto Mortgage Unleashes Entrepreneurial Spirit of Loan Officers with the Total Expert Marketing Operating System®
- MBA Conference: MasterCard and Mortgage
- High Five: Rates Are Moving - Are Your Prospects?
- Inman: Motto Mortgage Adopts Total Expert for Marketing, CRM
- Financial Services: What's Holding You Back?
- Digital Transformation: Laying the Groundwork for Modern Marketing Success Part 4
- How to Create an Adoption Plan for Your New Marketing Operating System
- Innovation Leadership Council: Experts Gather to Educate & Collaborate
- Spring to Market: Consumers Are Ready - Are You?
- Real Life Resources for Mortgage Companies and MLOs
- Consumer Finance Protection Bureau: Is Change Coming?
- Knowledge Is Power: Using Education-Centric Marketing to Build Authority in Mortgage Lending and Banking
- Bank Customer Onboarding - Top Strategies
- Big Data: Friend or Foe?
- Don't Tell; Ask
- Industry Professionals Gather at MBA's Independent Mortgage Bankers Conference
- Total Expert Turbocharges Marketing Operating System with Premium Content Library
- Move Fast and Innovate: Key Themes Driving Total Expert Product Innovation
- Costly Myths: Potential Home Buyers Need to Consider the Source
- Understanding The Sky-High Potential Of Real Estate ROI
- Marketing to Millennials: Journey vs. Destination
- How Real Estate Agents Sell Homes Using Pokémon GO
- Creating a World Where Co-Marketing and Compliance Co-Exist
- HousingWire Pulse: What the Housing Industry Needs to Know About Facebook's Latest Moves
- Haste Makes Sense When it Comes to the Spring Housing Market
- Mortgage Professional America: Want to Improve Your Sales and Marketing Efforts?
- Challenges of Sharing Your Brand In A Co-Marketing Partnership
- uexpress: From Financing to Flooring, Customer Service is Lacking
- How MLOs Can Leverage the 2017 Loan Defect Index
- National Mortgage News: Why AI in the Mortgage Industry Needs a Human Touch
- Post. Share. Like. Monitor. Repeat.
- Top 3 Things to Consider Before Choosing a Technology Partner
- What does Warren Buffet think about 30 Year Mortgages?
- How to Calculate the ROI of Your Marketing Operating System
- Listing Agents Are More Important Than Ever
- What do Millenials, Gen Xers and Baby Boomers Have in Common?
- NAFCU Services Announces Total Expert as Preferred Partner for Marketing Compliance Software
- How to Empower a Rising Personal Brand Within the Enterprise
- Co-Marketing: Yesterday and Today
- When Underachieving Isn’t a Bad Thing
- Total Expert Accepted into The Mortgage Collaborative
- Susceptible Salespeople, Straightforward Solutions
- Best Practices for Overcoming Objections
- MBA Insights: It's What's Inside That Counts: Why Your Internal Marketing Matters
- 3 Things “Game Changing” Mortgage Companies Focus On
- Social Media Compliance: Manage Risks & Gain Rewards
- Total Expert Moves Into New Headquarters in Eden Prairie
- Business Journal Names Total Expert 'Most Promising Startup'
- Movement Mortgage Announces Partnership With Total Expert
- Optimal Blue Announces Partnership With Total Expert
- Total Expert Releases Advanced Social Media Features
- American Pacific Mortgage Invests in New Technology and Future, Partners with Total Expert
- Mortech Announces Mortgage Rate Integration with Total Expert
- Total Expert Named to HousingWire's 2018 TECH100 List
- Total Expert and Blend Partner to Elevate the Lending Experience
- Forbes: In Fight To Make Mortgages More Nimble, Blend Bets On Partners
- Guaranteed Rate Selects Total Expert as Technology Partner for Innovative New Marketing Platform
- Total Expert Founder & CEO, Joe Welu Accepted into Forbes Finance Council
- Envoy Mortgage Announced New Multi-Channel Marketing Automation CRM Platform
- Pacific Union Financial Chooses Total Expert to Power New Marketing Operating System
- National Mortgage Professional Magazine: Joe Welu Talks About the Importance of Personal Branding
- Mortgage Professional America: Digital Transformation Elevates the Lending Process
- National Mortgage News: Nonbank Mortgage Hiring Picks up as Lenders Prep for Homebuying Season
- Total Expert Named a 2018 Top Workplace by the Star Tribune
- Total Expert MOS Accelerates Intercoastal Mortgage’s Sales and Marketing Efforts
- Total Expert and Mortgage Coach Partnership Empowers Lenders to Cultivate Client Relationships
- Total Expert's Sue Woodard Named HousingWire Woman of Influence
- Lenders One Adds Total Expert to Preferred Providers List
- Total Expert Integrates With Leading Video Messaging App
- [Announcement] Total Expert Dashboard Updates Coming Soon
- [Update] Zillow Tech Connect Integration
- What’s the Diamond Strategy?
- The Uberization of Mortgage and Real Estate
- Mastering Millennials – What Loan Officers & Realtors Need to Know
- Audit Your Brand
- Co-Marketing for Mortgage and Real Estate Professionals
- Pivot to Purchase
- The Hub & Spoke Model
- Developing a Community Channel of Business
- Zillow – Friend or Foe?
- Generating Referrals
- Using the News
- Education-based Marketing
- Using Marketing Automation to Convert Leads
- Recruiting Loan Officers
- Third Quarter is Almost Over…
- Adapt or Die: Commit to the Cutting Edge
- DAS Acquisition Unleashes Intelligence-Driven Automation to Help Producers Save Time and Boost Productivity
- Big Data Can Mean Big Profit
- J.G. Wentworth Empowers Producers with Centralized Marketing and Sales to Conquer Industry Challenges
- Bank Marketing Pitfalls Part 3: The Dangers of Organizational Silos and Changing Too Much Too Quickly
- Recruiting and Retention
- Adoption
- Technology Driving ROI
- Customers for Life
- Personalization
- Personal Branding
- American Pacific Mortgage Manages Customer Relationships with Total Expert Marketing Operating System®
- Motto Mortgage Unleashes "Set It and Forget It" Marketing Tech Stack
- Inspire a Customer-Centric Culture from the Top Down
- loanDepot Empowers Originators to Go to Market Faster with a Centralized Marketing and Sales Solution
- How Cardinal Financial Helps People Achieve the American Dream with World-Class Technology and Service
- Skyline Home Loans Launches Revolutionary Marketing Operating System, Total Expert
- Intercoastal Mortgage: Finding the Right Level of Collaboration with Total Expert
- Bank Marketing Pitfalls Part 2: Metrics You’re Not Tracking and Inconsistent Brand Experience
- Are You in the Mortgage Business or the American Dream Business: How to Be More Human in Your Marketing
- Total Expert Named a Marketing Technology Solution in FinXTech Connect, an Online Directory for Banks
- Digital Transformation: Laying the Groundwork for Modern Marketing Success Part 1
- MReport: How Facebook's Restrictions Could be Good for Lenders
- Gaining Momentum – and Customers or Members for Life – with Flywheel Marketing
- Bank Business: How Banks Can Use Personalized Marketing to Grow Inside and Out
- How CMOs Can Attract & Retain Creative Data Experts
- Minne Inno: Meet Minne Inno’s 2019 ‘Inno on Fire’ Winners
- Key Alliances for Tomorrow's CMO
- Personalizing the Customer Journey is Now Possible with Total Expert’s Journey Creator
- Key Takeaways from the Financial Brand’s Forum Conference: Put Humanity Back in Banking
- Why AI Could Impact Business More Than the Internet
- Sales: A Journey, Not a Destination with Finance of America’s Bill Dallas
- BAI Banking Strategies: Bank Marketing Moves from Funnel to the Flywheel
- Total Expert and Blend Unveil First-of-Its-Kind Integration Empowering Financial Organizations to Win Customers for Life
- Modern Banking: Anticipate, Educate & Advise to Cultivate Customers for Life
- Total Expert Named to HousingWire’s 2019 TECH100 List
- Bank Marketing Pitfalls Part 1: Failure to Define Customer Personas & Remove Data Silos
- Why Technology Should Enhance – Not Replace – Customer Relationships
- Top Strategies for Driving Adoption of the Total Expert MOS
- 4 Ways the CMO Role Will Change
- Funnel vs. Flywheel: Everything Modern Bank Marketers Need to Know
- National Mortgage Professional: Motto Mortgage to Utilize Total Expert’s Marketing Operating System
- Brand Building That Gives Customers What They Want
- 3 Growth Opportunities Most Financial Services CMOs Haven’t Tapped
- Bridging the Gap Between Technology and Trust
- How Modern Marketing Has Changed Banking Forever
- New, Intuitive Total Expert UI Enhances User Experience
- 4 Ways the CMO Role Will Change by 2020
- How to Turn Your Salespeople into Relationship Managers
- How Modern Marketing is Changing Banking & Lending
- More Transactions, Less Transactional Selling
- Leverage Data to Humanize the Customer Experience and Grow Revenue
- Two Simple Ways to Grow Revenue This Year
- 3 Ways Banks and Lenders Can Deepen Existing Customer Relationships
- The Roadmap to Better Tech Implementation
- Four Top Priorities for Financial Services CMOs in 2019
- Recruiting and Retention: Fifty-Eight Percent of Employees Say Technology Factors into Their Decision To Take a Job
- Banks and Lenders: How Do You Humanize Complex Financial Transactions?
- 4 Ways Retail Banks & Lenders Can Emerge Victorious in the Amazon, Uber, Netflix Era
- Bridging the Cultural Opportunity Along the Customer Journey in Mortgage Lending
- Opportunity or Destruction Part 3: Play Offense & Drive Growth
- Three Ways to Separate True Tech Partners from Mere Vendors
- The Modern Mortgage Experience - Personalize and Then Get Personal
- Capture the Hidden Growth Opportunity in Falling Margins
- Four Things That Will Set You Apart from Your Competitors
- Opportunity or Destruction Part 2: Forcing Adoption
- MBA Annual Convention Key Takeaways
- Developing a Future-Proof Integration Strategy in Mortgage Lending
- Opportunity or Destruction: The Current State of the Market
- Solving the Cost-to-Produce Problem in Mortgage Lending
- ABA Bank Marketing 2018 Key Takeaways
- Five Reasons Banks and Mortgage Lenders Use Our Marketing Operating System
- Customer First Technology
- Four Questions to Separate Tech Partners from Tech Vendors
- Gaps in Sales and Marketing Are Costing Banks and Lenders Millions
- Empower Loan Officers to Drive Your Digital-First Organization
- The Power of Personalization
- Skip The Sensationalism: Educate & Proposition
- Taxing News: Hyperbole that Hinders Home Buying
- Marketing for Loan Officers: The Case for Cultivating Customers for Life
- Getting the Most Out of Your Technology Stack – Fast
- Knowledge Is Power Part 2: 4 Tips to Ace Your Education-Centric Marketing Strategy
- The Customer Journey: Then and Now
- Growing Profits in 2018 for Banks and Mortgage Companies
- Driving Business Outcomes with Digital Transformation
- Driving Growth with a Partner Mindset
- Education-centric Marketing: Why it’s Critical
- Recruiting & Retention: Key Drivers of Success
- Best Practices: Accelerating Innovation
- Doubling Down on Marketing Innovation
- Legacy Technology Can Destroy Your Business
- Making Your Competition Irrelevant
- Top Industry Trends: The Rise of the Personal Brand
- Future of the Industry: The Innovation Council
- Industry Game Changers: 3 Areas of Focus Driving Their Success
- Leverage Customer Experience, Grow Your Brand
- Slow season? Doesn’t have to be…
- Customer Profiling for Maximum Engagement
- Regime Change at the CFPB – What’s Next?
- Social Media Best Practices for the Modern Lender
- Accelerating in ’18: Purchase Business & Technology
- Change Before You Have To
- Marketing at the Point of Sale in Mortgage and Real Estate
- Win with the 1-Page Business Plan
- Instant Gratification Can Defeat Lasting Success