Items Tagged with 'total expert'


  • From HW Magazine

    2019 HW Tech100 winner: Total Expert

    Enables lenders to go beyond traditional CRM systems
    Total Expert’s marketing platform, Marketing Operation System, enables lenders to go beyond traditional CRM systems to deliver automated and personalized customer journeys and improve the customer experience.
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  • Optimal Blue joins for the second year as a gold sponsor

    Digital lending company Blend joins as a network sponsor
    Secondary marketing automation platform provider Optimal Blue has signed on as a gold sponsor of HousingWire’s summit for the second year. The summit, to be held June 13-14 in Charlotte, North Carolina, gathers mortgage marketers from around the country to gain insights from industry leaders, network with peers and learn how to Play to Win in today’s purchase market.
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  • Total Expert joins as gold sponsor

    Innovative fintech company specializes in creating customers for life
    “Our team thoroughly enjoyed the inaugural HousingWire conference in 2018 and look forward to participating in the conference again in 2019,” said Joe Welu, founder and chief executive officer at Total Expert. “We believe now is the time for great lenders and technology companies to come together and – through collaboration and innovation – elevate the entire industry.”
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  • works to increase agent visibility

    Company's new product will utilize social media to extend agent reach
    Realtor dot com recently announced plans to launch a new product, that will allow agents to place customized, branded ads on its website and social media. The website's senior vice president, Deepak Thakral, said Local Expert helps real estate professionals build visibility and awareness with buyers who are looking for homes in their markets of expertise.
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  • Total Expert raises $20 million to expand business

    Marketing and CRM platform already works with 8 of top 15 lenders
    Total Expert, a growing fintech company that provides marketing and CRM solutions for lenders and financial services firms, is ready to turbocharge its growth thanks to $20 million in new funding. Total Expert, which was selected as a 2018 HousingWire Tech100 winner as one of the housing industry’s top technology companies, already has eight of the top 15 lenders, including U.S. Bank, loanDepot, Guaranteed Rate, and Movement Mortgage, using its platform.
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  • Joe Welu, CEO of Total Expert, to speak at

    Leveraging a marketing automation platform to deliver the right message at the right time
    It’s an incredibly competitive market out there for real estate and mortgage professionals, and monitoring the activity of potential customers at the top of the funnel is essential for success. That's why we've invited Joe Welu, founder and CEO of Total Expert, to speak at our event on the topic of Leveraging a Marketing Automation Platform.
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  • Inc. Magazine names fastest-growing mortgage companies

    Heavy hitters in the housing space make the Inc. 5000 list
    Inc. Magazine has announced the winners of its 37th annual Inc. 5000, ranking the nation’s fastest-growing private companies. Several notable names in the housing space made the list this year, earning recognition for their growth over the last three years.
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  • From HW Magazine

    2018 Women of Influence: Sue Woodard

    Chief Customer Officer at Total Expert
    For 25 years, Sue Woodard has been a mortgage industry leader, trainer, public speaker and an expert in originations and technology. A two-time C-level executive in the mortgage industry, board member, vocal industry leader and evangelizer for change, Woodard has shattered the glass ceiling and inspired hundreds if not thousands of people to achieve more.
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  • From HW Magazine

    2018 HW Tech100 Winner: Total Expert

    Provides a centralized marketing system of record and CRM software solution
    Total Expert provides a centralized marketing system of record and CRM software solution that gives lenders control over branding, messaging, disclosures, cost splits and distribution of any marketing material utilized through the system. The system integrates seamlessly with loan origination systems, pricing engines, and point of sale solutions, allowing lenders to maximize effectiveness.
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