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
Total Expert, Polly aim to help a lender identify customer opportunities faster
Oct 12, 2023Mountain West Financial aims to identify lending opportunities faster through Total Expert’s customer intelligence and Polly’s PPE.
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The next refi boom’s double-edged sword: EPOs
Sep 12, 2023 -
Polly adds Total Expert to its API integration roster
Mar 01, 2023 -
Total Expert team members give back after Hurricane Ida
Apr 29, 2022 -
Tech Rundown: Black Knight, Blend and Evolve Mortgage
Dec 29, 2020 -
2020 HW Vanguard: Joe Welu
Oct 01, 2020 -
People movers: Home Point Financial, Zumper, Total Expert and NAR
Aug 21, 2020 -
People movers: LBA Ware, Guaranteed Rate Affinity, Transnation Title Agency, Interfirst Mortgage and Total Expert
Jul 24, 2020 -
People movers: realtor.com, Total Expert, Union Home Mortgage and Interfirst Mortgage
Jul 02, 2020 -
Total Expert’s Sue Woodard to speak at next month’s engage.marketing
May 26, 2020
Total Expert Content
The role of borrower data in today’s housing market
Nov 15, 2022 4:33 pmInsightful 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.
