2019 HW Tech100 winner: Total Expert

Enables lenders to go beyond traditional CRM systems


Total Expert’s marketing platform, Marketing Operation System, enables lenders to go beyond traditional CRM systems to deliver automated and personalized customer journeys and improve the customer experience.

The platform’s open API allows lenders to leverage data from corporate applications, lead capture services and consumer lending applications. Total Expert’s F1MOS is built on a compliance framework designed specifically for the regulations of the mortgage industry and centralizes multi-channel marketing, giving lenders and loan officers the ability to go to market quicker —and track and report on all marketing activities.

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United Wholesale Mortgage announced Tuesday it is rolling out a new loan program that offers borrowers an interest rate as low as 1.99% for both purchase mortgages and refinances.

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3d rendering of a row of luxury townhouses along a street

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