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Total Expert

HW Tech100

Empowers financial services and mortgage lending teams to make every customer feel like they’re the only customer

Total Expert-2021 Tech100 winners-mortgage

The Total Expert Experience Platform empowers financial services and mortgage lending teams to make every customer feel like they’re the only customer. Mortgage originators, loan officers, and bank and credit union marketers use Total Expert’s technology to deliver the right message to the right person at the right time, via the channel they prefer, so that the mortgage process feels as personal and meaningful as choosing a home. The Total Expert Experience Platform lets financial industry marketers humanize the digital mortgage experience by weaving it into the larger context of a customer’s life, during the mortgage application process and for the lifetime of the loan. It does this by centralizing marketing channels (email, landing pages, social, print, digital, and text) so that lenders and loan officers can iterate on messaging quickly to find what resonates most. The result is happier, more engaged customers who have longer relationships with their lenders. In 2020, the Total Expert Experience Platform powered revenue growth of nine of the top 10 mortgage lenders. More than 30,000 loan officers across the mortgage industry used it to humanize the digital mortgage experience.

  • Revenue growth was 1,559.7% over the last three years
  • 6.6% team growth
  • Customers equate to 25% of the U.S. mortgage industry
  • Over 20% customer growth in new customers

Company Website:


Markets Served:

Loan Origination

Company HQ:

Minneapolis, MN

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