Total Expert

Enhanced capabilities aim to improve speed-to-lead, LO productivity, and borrower follow-up consistency

New platform focuses on identifying borrower intent and supporting real-time outreach, with implications for recapture and conversion

Dan Cantinella has 20 years experience leading digital transformation in financial institutions.

Former Talkdesk and SAP senior executive brings extensive cloud, go-to-market, sales, and operations experience.

Emerick served as CFO for two rapidly growing software-as-a-service companies: Code42 and CyberGrants.

Total Expert upgraded its CRM and customer engagement platform with a series of new functionalities and products.