MortgageReal Estate

2018 HW Tech100 Winner: Total Expert

Provides a centralized marketing system of record and CRM software solution

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Total Expert

Lending, Real Estate

Total Expert provides a centralized marketing system of record and CRM software solution that gives lenders control over branding, messaging, disclosures, cost splits and distribution of any marketing material utilized through the system. The system integrates seamlessly with loan origination systems, pricing engines, and point of sale solutions, allowing lenders to maximize effectiveness.

The company’s CRM also allows lenders to connect with their co-marketing partners to create and distribute automated, co-branded marketing materials that can pull data from multi-listing services MLS data and deliver it into multiple media formats. Total Expert grew its customer base significantly in the last year, and is now being used by seven of the nation’s top 15 lenders.

Latest Articles

Wells Fargo loosens jumbo lending requirements for current customers

Wells Fargo announced updates to is non-conforming refinance products at the beginning of July. While the updates loosen the jumbo requirements for current customers, the new standard for customers without a Wells Fargo relationship increased four times the amount it originally announced back in April.

Jul 09, 2020 By
3d rendering of a row of luxury townhouses along a street

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