Total Expert

HW Tech100

Provides purpose-built CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions.


Total Expert modernizes customer engagement to drive revenue growth and customer loyalty for modern lenders. By empowering loan officers and financial marketers to build custom digital experiences rooted in human connection, Total Expert eliminates cracks in the customer journey and transforms relationship management at scale. Total Expert solves challenges faced by busy loan officers, such as inefficiencies caused by multiple marketing platforms and CRM tools, wasted time with manual day-to-day tasks and an inability to pivot quickly in response to changing market conditions. With data-backed insights driven by 40+ integrations, powerful marketing automation through a single data model, and personalized communication triggered by customer intelligence, Total Expert enables loan officers and marketing teams to simplify customer engagement at scale.

  • Over the last three years, it has seen 52% annual revenue growth.
  • Total Expert’s customers equate to 33% of the U.S. mortgage industry.
  • In the last 12 months, over 85,000 users created tasks in Total Expert’s CRM.

Company Website:

Markets Served:

Loan Origination

Company HQ:

Minneapolis, MN

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

Log In

Forgot Password?

Don't have an account? Please