Total Expert

Fintech

Total Expert is a financial services software development company. It primarily offers a customer relationship management (CRM) platform that serves 175 financial enterprises, including the residential mortgage space. Its customers include banks, lenders, credit unions and insurance companies.

Originally founded in 2012, Total Expert is based in St. Louis Park, Minnesota.

Latest Total Expert News

Truv hires Chris Calcasola as head of lending

Jul 01, 2025By Sarah Wolak

Calcasola confirmed on LinkedIn that he is moving on from Total Expert after over seven years at the company

Total Expert debuts AI Sales Assistant at The Gathering

Jun 10, 2025By Sarah Wolak
Total Expert launches marketplace for marketing technologies

Jun 26, 2024By Flávia Furlan Nunes
Total Expert, Polly aim to help a lender identify customer opportunities faster

Oct 12, 2023By Connie Kim
The next refi boom’s double-edged sword: EPOs

Sep 12, 2023By Flávia Furlan Nunes
Polly adds Total Expert to its API integration roster

Mar 01, 2023By Tannistha Sinha
Total Expert team members give back after Hurricane Ida

Apr 29, 2022By Sarahi De La Cuesta
Tech Rundown: Black Knight, Blend and Evolve Mortgage

Dec 29, 2020By Alex Roha
2020 HW Vanguard: Joe Welu

Oct 01, 2020By HousingWire Staff
People movers: Home Point Financial, Zumper, Total Expert and NAR

Aug 21, 2020By Julia Falcon

Total Expert Content

The role of borrower data in today’s housing market

Nov 15, 2022 4:33 pmBy HW Media Content Studio

Insightful customer data and enhanced tech solutions are paramount to success in today’s modern mortgage industry. HousingWire recently spoke with Dan Catinella, chief lending officer at Total Expert, about how Customer Intelligence technology is improving deal flow and pushing the customer experience into the 21st century.