Total Expert

HW Tech100

Total Expert Tech 100 Mortgage

Total Expert is one of the only CRM and customer engagement platforms built for modern lending institutions. Leveraging data-driven insights, Total Expert enables loan officers to develop meaningful engagements with content and offerings that are personalized to the customers’ individual financial experiences. Powering marketing and revenue growth for 25% of total mortgage production in the U.S., including 15 of the top 25 banks and lenders in the U.S., such as Guaranteed Rate, loanDepot and U.S. Bank, Total Expert helps financial institutions and their employees find the right customers and capitalize on every lead as economic uncertainty continues.

Total Expert noticed that most financial institutions do not leverage the vast customer data already available to them and there was a missed opportunity. To help restore the customer relationship, Total Expert built technology for mortgage lending CMOs and loan officers — those who foster customer relationships that ultimately lead to a sale — to use that data to better understand their customer’s needs and provide them with the right financial messaging and products at the right time for them. Total Expert’s platform integrates customer data, marketing, sales and compliance to support the entire customer lifecycle. The open API platform allows lenders to understand consumers at a deeper, personalized level. Using data-driven insights, financial institutions can keep their customers’ personalized needs at the core of product development and marketing outreach.

Company Website:

Markets Served:

Loan Origination

Company HQ:

St Louis Park, Minnesota

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

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