Pacific Union Taps Total Expert to Power New Marketing System

Pacific Union Financial has selected Total Expert to deploy its new proprietary marketing operating system (MOS), EXPmarketing. Total Expert will empower Pacific Union Financial's Retail Loan Officers to manage and communicate with prospects and customers, while maintaining company brand standards and regulatory requirements.

 

"At Pacific Union, we are committed to supporting our Rock Star employees. This promise includes providing our Retail loan officers with the best tools available, and EXPmarketing, powered by Total Expert, fits that bill," said Jim McDonald, Chief Marketing Officer at Pacific Union Financial. "In our search for a marketing-technology solution, we weren't satisfied with good; we wanted the best. We believe the new EXPmarketing solution will help empower our loan officers' marketing and sales efforts, while ensuring we stay compliant with industry regulations."

 

Joe Welu, Founder and Chief Executive Officer at Total Expert, said, "We love the mantra at Pacific Union … be a Rock Star! At Total Expert, we work every day to innovate and meet the unique needs of the financial services industry, and we are pleased that Pacific Union recognizes our great work and chose to partner with us."

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