Sitemap
Sitemap
Pages
- Customer Support
- Total Expert
- Total Expert Now
- Total Expert Now
- Realtor Upgrade
- Focused View
- Partners
- U.S. Bank Co-Marketing
- Training and Education
- Homepage
- The Total Experience Platform
- Marketing
- Sales
- Compliance
- Intelligent Automation
- Open Architecture
- Security
- Mortgage Lending
- Banking
- Wealth Management
- Real Estate
- Credit Unions
- Knowledge Center
- About Us
- Careers
- Mission and Values
- Contact Us
- Privacy Policy
- Terms of Service
- No Cost. No Commitment.
Just a Conversation.
Jobs
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
- MReport: Building Trust in Digital Mortgage Closings
- Total Expert Named a Top Workplace by the Star Tribune for the Second Year in a Row
- Deploy the 3 Cs of Crisis Communications to Build Trust
- Mortgage Professional America: Safe Haven
- Understanding The Sky-High Potential Of Real Estate ROI
- Total Expert Welcomes Kevin Dotzenrod as VP of Engineering and Laura Theodore as VP of Customer Success
- All-Time Highs and Cautious Optimism
- Study Finds Loan Officers Close 5.9 Additional Loans Annually with the Total Expert Marketing Operating System® (MOS)
- The Customer for Life Tech Stack
- Predictions and Actions for 2017
- Total Expert Partners with Cooperative Credit Union Association to Deliver a Modern Member Experience
- 2021 Goal: Play for Keeps
- Total Expert Earns a Spot on Inc. 500 List
- Digital Transformation: Laying the Groundwork for Modern Marketing Success Part 2
- 5 Things Mortgage Lenders Should be Communicating to Customers
- 2 Ways Lenders Build Trust with Millennial Borrowers
- Why So Many Digital Transformation Initiatives Fail – and How to Make Sure Yours Succeed
- Three Bankable Strategies to Become a High-Performance Originator
- Total Expert Now Helps Community Banks and Credit Unions Quickly Communicate in Crisis
- 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
- The Inception of Total Expert Now
- Growing Revenue While Navigating Regulations
- Leadership Thoughts on the Black Swan of 2020
- Does Today’s Mortgage Tech Stack Truly Deliver On “Customer for Life?”
- 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
- 5 Things Credit Unions Should Be Communicating to Members
- Reasons to Kick Your Traditional Mortgage Marketing Strategies to the Curb Before 2019
- Mountain West Financial Combines Technology with Human Connection to Create Customers for Life
- How Lenders Can Earn Millennial Homebuyers’ Trust
- 55 Misunderstood Real Estate Shorthand Abbreviations
- Forbes: American's Best Startup Employers
- The Financial Experience Podcast: Less Widgets, More Value Creation
- How to Build an Industry Leading Marketing "Agency" Within a Financial Services Organization
- 3 Personalization Strategies of Leading Banks
- Why Homebuyers Chose the Other Lender
- The Value of the Personal Touch in Emergency Communications
- 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
- 2020 Lessons Learned & Key Takeaways Part 1: Most Limits Were Self-Imposed
- Top Strategies for Technology-Driven Member Retention and Engagement
- Tech Solutions Help Build Better Relationships
- Win More Business and Reclaim Valuable Selling Time with Focused View Feature
- Mortgage Women Magazine: Gen Z Homebuying - The Next Wave
- How to Close the Biggest Retention Gap in Mortgage Servicing
- 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
- Servicing is Key to Customer for Life
- 2020 Lessons Learned & Key Takeaways Part 2: Engagement as Competitive Advantage
- How to Drive Customer Retention After the 2020 Refi Boom
- 2020 Lessons Learned & Key Takeaways Part 3: Your Sales Strategy has to Change
- HousingWire: 2019 Tech Trendsetter: Brian Walerius
- 6 Things an Effective Onboarding Strategy Must Include
- HousingWire: Inc. Magazine Names Fastest-Growing Mortgage Companies
- Amazon Mortgage? It's a Jungle Out There
- Beyond Customer Loyalty: How to Cultivate Lifelong Financial Relationships
- MLO Migration: Coming and Going Soon
- How to Communicate Confidence with Banking Customers
- Nearly One Quarter of Scotsman Guide Top Originators in 2017 are Total Expert Users
- Deloitte: 2020 Technology Fast 500 Winners
- Adwerx and Total Expert Integrate to Keep Loan Officers in Front of Prospects and Clients 24/7
- Get to the Point: Efficient Crisis Communications
- MPA: How Can Originators Keep Clients Engaged in a Second Lockdown?
- Momentum Loans Case Study
- Today's Down Payment: Tomorrow's Target
- Top Three Digital Transformation Trends in Financial Services
- 2020 Lessons Learned & Key Insights Part 4: The Humanization of Business
- Mortgage Interest Deductions: A Comeback for Seconds?
- Becoming a Customer for Life Company: Part 2
- Inc. 500 The 250 Most Successful Companies in the Midwest
- What Does the CARES Act Mean? 6 Questions for Financial Industry Leaders
- Hudson United Mortgage Partners with Total Expert for Digital Transformation
- Report: Mortgage Applications Down, Existing-Home Sales Up
- How Mortgage Lenders Can Educate Customers About the Steps of Their Hardship Journey
- How to Identify Company Challenges and Solutions
- National Mortgage Professional Magazine: Anna Klombies Joins Total Expert as Chief People Officer
- Millennials Redefine Financial Success, Facebook Reports
- How to Build and Sustain Member Engagement
- MartechCube: Interview with Founder & CEO of Total Expert - Joe Welu
- 3 Ways to Empower Your Loan Officers With Customer Data
- Top Priorities of Best-Run Financial Brands Post-COVID Part 1: Taking Care of Customers
- How to Create Meaningful Member Experiences
- CMBA: How To Empower Personal Branding From The C-Suite
- Transform Your Relationship Managers’ Ability to Become a Lifelong Financial Partner
- The Financial Brand: Building Customer Loyalty through Authentic Relationships
- The Financial Brand: CX Will Look Different for Banking Providers in a Connected World
- Total Expert Partners with Consortium of Community and Mid-Size Banks to Drive Marketing and Customer Engagement
- Mortgage Servicing: The Single Greatest Growth Opportunity
- Digital Banking: If You Build It They Will Come... Won't They?
- How to Operationalize Empathy: 3 Things to Do Today
- Mortgage Investors Group Partners with Total Expert to Deploy All-in-One Marketing Solution
- Industry Professionals: Control the Narrative
- The State of the Credit Union Marketer
- Mortgage Marketing Departments: Size Matters
- SimpleNexus and Total Expert Supercharge Integration with Two-Way Data Sync
- Marketing on Social Media: Help MLOs Get the Word Out
- NMP's 40 Under 40 Influential Achievers
- Total Expert Ranked No. 1 in the Industry by STRATMOR Group
- Total Expert and NAHREP Consulting Services Partner to Offer Expert Content into Spanish
- American Banker: Digital Training for Bankers Paying Off in Coronavirus Crisis
- Gene Hammett: Creating a Culture Focused on Customer Success
- Perfecting Public Perception: How to Use Reviews in Marketing
- National Mortgage News: 5 Questions for Joe Welu on Mortgages in the Time of Coronavirus
- Wintrust Drives Deeper, Humanized Relationships with Total Expert
- Total Expert Extends Industry-Leading Marketing Tech to Power Fast-Growing Wholesale Mortgage Channel
- Fall Product Enhancement Update
- Master Customer Touchpoints Across the Customer Journey
- 3 Critical Ways to Engage Customer and Members Right Now
- Rogue Marketing: Kill it With Productivity
- The Total Experience Platform Drives ROI for RWM Home Loans
- Humanization vs. Personalization What's the Difference?
- Total Expert 2020 Awards Roundup: The Customer Wins Big
- Compliance & Marketing: Do You Have What You Need?
- Movement Mortgage Amplifies Brand with the Total Experience Platform
- MBA Insights: Joe Welu of Total Expert on Marketing Technology
- Total Expert Named to Inc. 500 List (No. 288) for Third Year in a Row
- Slow Season? Fight the (Yule) Tide
- Total Expert Streamlines Efficiencies for USA Mortgage
- Credit Union Times: 3 Keys to Successful Social Media Marketing
- Prosperity Home Mortgage Propels Loan Officer Productivity with Total Expert
- Instant Gratification: The Danger to Long-term Success
- How Lenders and Agents Can Grow Their Businesses With Twitter
- Total Expert Welcomes Matt Tippets as its Chief Product Officer
- Total Expert Positions Loan Officers of Southern Trust Mortgage for Success
- 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
- Assurance Financial Producers Expand Book of Business with Total Expert
- Reacting to Today or Being Strategic for Tomorrow?
- 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
- The Total Experience Platform Fuels Expansion of RWM Home Loans Lift
- Success Imperative: The 1-Page Business Plan
- Minneapolis/St. Paul Business Journal: Growing Tech Company Total Expert Snaps Up $20M
- Synergy One Lending Revolutionizes Customer Experience with Total Expert
- 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
- The Total Experience Platform Recruits and Retains Top Producers for Finance of America
- Purpose vs. Proof: Putting Action Behind Your “Why”
- Top Priorities of Best-Run Financial Brands Post-COVID Part 2: Efficiencies & Optimization
- Technology Isn't a Choice: Adapt or Die
- TowneBank Exceeds Customer Expectations with the Total Experience Platform
- Tech.MN: Total Expert Raises $20m Series B from Emergence, Rally, and Arthur
- Becoming a No-Limit Company
- 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
- Establish Your Credit Union as a Financial First Responder
- Trinity Oaks Mortgage Expands Customer Relationships with Total Expert
- Mortgage Innovators: Using Technology to Build Better Relationships
- 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
- Financial Outcomes vs. Financial Products
- 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
- 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 Joins Forces with Mortgage Market Leaders to Fuel Customer Relationships
- 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
- Total Expert Partners with CU 2.0 to Improve the Credit Union Member Experience
- Assurance Financial Partners with Total Expert to Elevate Mortgage Lending Experience
- Zillow: Friend or Foe?
- You Can't Advertise Your Way to Trust
- Mortgage Women Magazine: Ask The Experts
- Lykken on Lending: Use Social Media to Build Your Brand and Improve Sales
- 5 Things Banks Should be Communicating to Their Customers
- Total Expert Announces Integration with Ellie Mae’s Encompass Digital Lending Platform
- Don’t Let Legacy Tech Hold Your Credit Union Back
- 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
- 3 Scalable Best Practices To Drive Sales Efficiencies for Loan Officers
- Total Expert Welcomes SaaS Veterans Ilene Vogt as Chief Revenue Officer and Rebecca Martin as Chief Marketing Officer
- Minne Inno: Startups to Watch
- 3 Strategies to Modernize Your Member Experience
- 10 Questions Your Customers Have About Mortgage Loan Relief
- 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
- 4 Communication Strategies to Strengthen Customer Relationships
- 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
- Top Priorities of the Best-Run Financial Brands Post-COVID Part 3: Accelerating Innovation
- Production and Profit: Keeping Good News Going
- Provide the Financial Wellness Resources for Whatever Comes Next
- Total Expert Takes No. 105 on Inc. 500 List of Fastest-Growing Companies
- ACUMA: How Personalized Member Content Delivers
- Renter Attitudes: Desire is High, Confidence a Bit Shaky
- Operationalizing Empathy in Your Financial Institution
- Loan Officer Blog: Mortgage Expert Insights on Business Planning Strategies
- tech.mn: Minnesota Companies Shine on the Inc. 5000 2020 List
- How Mortgage Lenders Can Create Meaningful Customer Experiences Through Centralized Technology Workflows
- MReport: Unleashing the Power of “Hyper-Relevance” in Mortgage
- MortgageOrb: Communication with Customers All the More Critical During COVID-19 Crisis
- MPA: Total Expert Brings on New Chief Product Officer
- Total Expert Named to HousingWire’s 2021 Tech100 List
- 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
- EY: Entrepreneur Of The Year® 2020 Heartland Award Finalists
- NMN: 2021 Best Mortgage Companies to Work For
- Mortgage Impact Podcast with Total Expert Founder and CEO Joe Welu
- Progress in Lending Association: The 2020 Most Powerful Women In Fintech Award Winners Are …
- Building Customer Loyalty Through Authentic Relationships
- 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
- The Financial Brand: Lessons from the Long Road to Personalization in Banking
- Legacy Technology: It Can Destroy Your Business
- HW: Sue Woodard on Why the Customer Is the Real Hero
- How Credit Unions Can Turn Data into Better Member Experiences
- Rising Rates: Educate Your Leads
- Residential Home Funding Corp. Leverages Total Expert to Cultivate Stronger Customer Relationships
- Using Marketing Automation to Convert More Leads
- How to Create a Seamless Borrower Experience
- 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
- Leveraging Your Biggest Asset in Digital Growth – Employees
- 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
- Credit Union Times: Get to the Point: 5 Tips for Efficient Member Communications During a Crisis
- 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
- Customer Experience: Perception vs. Reality
- 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
- Total Expert Welcomes Josh Lehr as its Director of Strategy, Consumer Direct
- Delivering ROI by Going All-In on Customer Experience
- 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
- CIOReview: Top 20 Banking Technology Solution Companies - 2020
- 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
- To Master Customer Experience, Focus on the Now
- 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
- Leaders vs. Laggards: Sales & Marketing Alignment
- What does Warren Buffet think about 30 Year Mortgages?
- How to Calculate the ROI of Your Marketing Operating System
- Total Expert Again Recognized on the Inc. 5000 Series: Midwest List
- 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
- Customer Loyalty: Becoming the Lifetime Financial Partner
- When Underachieving Isn’t a Bad Thing
- Finance of America’s Customer Experience Roadmap Centers on Personalization, Loyalty, and Servicing
- 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
- Total Expert Empowers New Fed Mortgage to Build Trust and Drive Engagement
- Social Media Compliance: Manage Risks & Gain Rewards
- Credit Union Journal: Now Is the Time to Build Member Trust
- 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
- Big Data Can Mean Big Profit
- 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
- Motto Mortgage Unleashes "Set It and Forget It" Marketing Tech Stack
- Inspire a Customer-Centric Culture from the Top Down
- How Cardinal Financial Helps People Achieve the American Dream with World-Class Technology and Service
- Skyline Home Loans Launches Revolutionary Experience Platform, 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