Articles from Total Expert

Total Expert today announced a major expansion of its Customer for Life Platform with its enterprise-grade Lead Management solution, purpose-built for retail and hybrid retail lenders. Lead Management unites intelligent routing, automated engagement, and complete pipeline and customer visibility with an intuitive originator experience. When combined with AI Sales Assistant and powered by context from Customer IQ, Lead Management ensures no lead slips through the cracks and every originator knows exactly where to focus and when to act.

Total Expert today announced Customer IQ, the industry’s first enterprise-grade “system of context” built for AI and the Agentic lending era.

Total Expert, the FinServ leader in customer engagement software, today announced the debut of its AI Sales Assistant at The Gathering by HousingWire. The new AI-powered assistant is already in private beta with select customers, including several top 10 lenders.

Total Expert, the FinServ leader in customer engagement software, today announced the launch of its two-way integration with the Empower® loan origination system (LOS) from Dark Matter Technologies. This integration allows lenders to effectively use real-time loan information from both solutions to serve and connect with their customers.

Total Expert, the FinServ leader in consumer engagement software, and The Baldwin Group, a leading insurance brokerage firm, are joining forces to showcase compliant marketing automation solutions at the 2025 Medicarians Conference. The conference will take place in Las Vegas from March 31 to April 2, 2025.

Total Expert, the FinServ leader in customer engagement software, today announced its 2025 Winter Platform Release, introducing Rate Enrichment Data as the latest enhancement to its Customer Intelligence solution. This innovation expands Total Expert’s interest rate-driven capabilities into customer contact records, giving lenders increased transparency into their customer database to create more personalized recommendations based on their current mortgage rate.

Total Expert, the FinServ leader in customer engagement software, today announced Pete Karns as the company’s new chief product officer. The strategic hiring expands Total Expert’s executive team as the company prioritizes delivering enhanced solutions to modern financial institutions with quality, purpose-built products in 2025 and beyond.

Total Expert, the FinServ leader in customer engagement software, today announced its fifth annual Accelerate event will be held at the Omni Interlocken Hotel in Denver, Colorado, from November 4-6, 2025.

Total Expert, the FinServ leader in customer engagement software, today announced an expanded partnership with Polly and its leading mortgage capital markets platform. The enhanced partnership pairs Total Expert’s best-in-class journey automation and customer engagement platform with Polly’s next-generation product and pricing engine (PPE) to deliver the industry’s only solution for high-fidelity, real-time engagement with customers at the loan officer level.

Total Expert, the FinServ leader in customer engagement software, today launched Engage SMS, a purpose-built text messaging tool that enables lenders to create compliant, two-way conversations with their customers in real time to build loyalty and drive conversions. Engage SMS gives lenders an easy way to communicate with customers through one of the most widely accepted forms of communication, using their mobile device, laptop, or desktop to initiate and respond to borrowers quickly.

Total Expert, the FinServ leader in customer engagement software, has added automatic life milestone updates to contact records to enrich the interactions customer-facing teams have with their clients. The updated customer profile fields will allow financial institutions to use future intent indicators to identify life milestone opportunities in their database—like getting married or starting a family. The constant enhancements to customer profiles using Life Events will allow users to target and engage customers to scale personalized interactions and marketing in the moments that matter.

Total Expert, a leader in customer engagement software for financial institutions, today announced the launch of the Total Expert Partner Marketplace (Marketplace)—a central hub for banks, lenders, and insurance marketing teams to build out their MarTech stack with a curated set of best-of-breed solutions from Total Expert partners. The Marketplace gives Total Expert customers unparalleled access—directly within the Total Expert platform—to innovative MarTech solutions that enable the expansion of their Total Expert customer engagement platform into a tailored tech-stack fit for their financial enterprise.

Leading customer engagement platform Total Expert has reached a new development milestone in its insurance offerings through a partnership with Cogneesol. The partnership positions users to multiply the efficacy of their customer engagement strategies through their tech stack and integrations with solutions.

Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that help organizations drive growth and create customers for life in any market. With this new release, Total Expert’s Customer Intelligence delivers equity and credit improvement insights that enrich customer profiles and provide a deeper understanding of each customer’s financial milestones and intent.

Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced it has joined the Amazon Web Services (AWS) Independent Software Vendor (ISV) Accelerate program, a program for AWS Partners who provide software solutions that run on or integrate with AWS, dedicated to the global business development of partners. This program deepens Total Expert's relationship with AWS, underscoring a shared commitment to delivering value to the financial services industry.

Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced that Josh Jabs has joined the company’s executive leadership team as Chief Technology Officer (CTO). As CTO, Jabs will lead Total Expert’s product and engineering teams and set the strategic innovation path for the company.

Total Expert founder and CEO Joe Welu was recently named among the winners of this year’s HousingWire Vanguard Awards for the fourth consecutive year. This is the ninth year that HousingWire has recognized executives in the housing economy for their outstanding leadership in the space.

Total Expert, the customer engagement platform purpose-built for modern financial institutions, and Polly, a leading provider of innovative mortgage capital markets technology, today announced Mountain West Financial, a financial services provider with 22 locations throughout the U.S., has implemented both Total Expert Customer Intelligence and Polly’s cloud-native, high-performance Product and Pricing Engine (PPE) to automatically identify and capitalize on ripe lending opportunities sourced from within its own existing database. Mountain West loan officers can now populate both MLS and non-MLS rate flyers in seconds, using real-time, scenario specific mortgage offers.

Total Expert, the customer engagement platform purpose-built for modern financial institutions, announced it is a sponsor and featured speaker at the American Credit Union Mortgage Association (ACUMA) conference in National Harbor, Maryland, on October 1- 4, 2023. Total Expert’s Banking GM James White will present with Coastal Credit Union on Tuesday, October 3 at 3:30 PM ET for a session titled, “3 Ways to Ignite Member Loyalty and Drive Growth.” Attendees will learn how credit unions can grow their member and deposit base with automated marketing and member engagement features.

Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that enable users to drive growth and create customers for life in any market. Total Expert’s next-generation Customer Intelligence solution provides financial institutions with the most relevant insights to understand customer needs, deliver personalized messaging, and drive the next best action throughout their financial journey.

Lake Michigan Credit Union (LMCU), a top five mortgage credit union headquartered in western Michigan, has partnered with Total Expert to help drive personalized engagement to their more than 568,000 members. By leveraging Total Expert’s purpose-built engagement platform, LMCU will be able to tap into intent data to serve up robust educational and product offerings to their members at the precise moment.

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, has been awarded a Top Workplaces 2023 honor by the Star Tribune. The list is based solely on employee feedback gathered through a third-party survey administered by research partner Energage, LLC, a leading provider of technology-based employee engagement tools. The anonymous survey measures several aspects of workplace culture, including alignment, execution, and connection, just to name a few. Only 200 companies were included on this year’s list.

Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced the winners of the 2023 Expy Awards, recognizing industry trailblazers who are reimagining the customer journey.

Total Expert, the customer engagement platform purpose-built for modern financial institutions, today kicked off Accelerate 2023, the company’s annual conference showcasing innovation in customer experience and the game-changers making it happen.

Canvas Credit Union, a growing community-oriented financial cooperative, has partnered with Total Expert to enhance member experience, improve communication across their 33 locations, and streamline loan officer workflows. Canvas Credit Union joins a growing list of financial institutions tapping the power of Total Expert, the platform that powered nearly 40% of all U.S. home loan transactions in 2022.

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that provide financial institutions with visibility into lead funnels so they can quickly pivot marketing and engagement strategies.

Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey.

Liberty Home Mortgage, a growing mortgage lender with loan officers across the country, has partnered with Total Expert to accelerate deal flow, drive efficient marketing activities, and create comprehensive customer profiles to inform hyper-personalized messaging and products. Liberty Home Mortgage joins a growing list of institutions tapping the power of Total Expert, the platform that drove nearly 40% of all U.S. home loan transactions in 2022.

Total Expert, the customer engagement platform purpose-built for modern financial institutions, is now available in AWS Marketplace, a digital catalog with thousands of software listings from independent software vendors that make it easy to find, test, buy, and deploy software that runs on Amazon Web Services (AWS).

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is helping insurance agencies and brokerages modernize their marketing processes and provide agents with actionable insights to engage clients and prospects like never before.

Total Expert today announced it has updated Total Expert on Salesforce, AppExchange, providing customers new ways to enhance the ROI of their Salesforce integrations. By leveraging Total Expert, financial institutions can identify more sales opportunities, extend the personalization and customization of prospecting and marketing activities, and act quickly on customer intelligence data to attract more borrowers, close more deals, and create happier, more loyal customers.

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, today announced that Tony Barbone has joined the company’s executive leadership team as Chief Revenue Officer (CRO). Barbone will build on the company’s growth in lending, banking, and insurance, and drive expansion into new markets.

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, today announced that Bill Parker has joined the company’s executive leadership team as Chief Technology Officer (CTO). As CTO, Parker will lead Total Expert’s product and engineering teams and set the strategic product roadmap and innovation path for the company.

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, today announced high-impact features and integrations that tap data and insights to accelerate deal flow for banks and lenders.

Guided Insurance Solutions, LLC, an indirect subsidiary of BRP Group, Inc. (NASDAQ: BRP) (“Guided”), has decided to collaborate with Total Expert to deploy its customer engagement platform across its insurance operations. The platform will enable Guided’s staff to better manage previously time-consuming sales and marketing tasks more efficiently while allowing Guided to expand its insurance solutions offerings across a customer’s life journey.

Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today recaps a year marked by customer resilience during the most turbulent market in recent years. By tapping into customer insights within the platform, Total Expert customers continued to uncover opportunities and remained nimble despite ever-changing conditions. This announcement marks strong growth for Total Expert as the company debuted its Customer Intelligence solution, innovative platform integrations, and key executive leadership appointments.

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, today launched new capabilities to help banks and lenders deliver on every financial milestone in a customer’s journey, regardless of the market condition.

Credit Union 1 – a leading financial institution with branches across Illinois, Indiana, and Nevada, and serving members nationwide – has announced a new partnership with Total Expert to pair with the company’s CRM and member engagement platform across its retail operations. The platform will enable retail loan officers to manage previously time-consuming tasks efficiently while empowering them to build their own brand and marketing presence.

Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, has been named the winner of the Innovation Challenge, sponsored by LendingTree, at the 2022 Digital Mortgage conference in Las Vegas, Nevada.

Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today announced that Dan Catinella has joined the company’s executive leadership team as Chief Lending Officer.

Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, is experiencing strong growth and industry recognition as economic uncertainty drives financial institutions to find ways to strengthen customer relationships. As the company doubles down on innovation to help banks, lenders, and credit unions navigate the current market, Total Expert is gaining momentum heading into the second half of the year with customer success at the center of its strategy.

Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today announced it has been granted ISO 27001 certification following an extensive audit process. The scope of Total Expert’s information security management system (ISMS) includes all departments, teams, and functions of the Total Expert organization.

Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today announced its No. 2142 ranking on the 2022 Inc. 5000 list – a prestigious list of the nation’s fastest-growing private companies.

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is rolling out new capabilities to help banks, lenders, and credit unions fill their pipelines with high-quality leads as market conditions have made capitalizing on every opportunity more critical.

Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today announced the companies and individuals displaying an extraordinary commitment to customer experience as winners of the 2022 Expy Awards, Total Expert’s customer awards program.

Total Expert, the customer engagement platform purpose-built for modern financial institutions today commenced Accelerate 2022, an annual event highlighting customer experience innovation and the game changers who make it happen.

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is rolling out new features for lenders, banks, and credit unions to help them better navigate customer relationships in the coming year. With a mortgage market that’s gone from 70% refinance loans in 1Q21 to 70% purchase loans in 2Q21, capitalizing on every loan application is more important than ever.

Northpointe Bank, the largest national lender based in West Michigan2, has begun using the Total Expert CRM and customer engagement platform to empower retail bank employees with relevant customer data in order to optimize the total consumer banking experience.

Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today launched ‘Customer Intelligence.’ This is the first fintech platform to bring customer insights directly into automated sales and marketing workflows, enabling lenders to take action on important data based on each customer’s unique financial journey.