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Total Expert Partners With Blend
Apr 09, 2019
Total Expert named Josh Lehr as the company’s new director of strategy, consumer direct

Total Expert has announced its integration enhancement with Blend, a provider of digital workflows. The enhancement will allow bi-directional data exchange, empowering Loan Officers to foster deeper customer relationships by delivering personalized messaging throughout the loan application process.
"Our partnership with Total Expert brings end-to-end efficiency to digital lending, arming loan officers with powerful data and asset information to nurture the borrower along the journey and ultimately leverage that data to cross-sell into other areas within the bank," said Ram Woo, Head of Business Development at Blend. "We are excited to take our partnership with Total Expert to the next level and continue to look for ways to enhance the digital lending process."
Loan Officers leveraging both the Total Expert MOS and Blend will have a 360-degree view of the borrower so they can see the exact spot they left off on a loan application, prompting the automatic deployment of relevant messaging to maximize the number of applications that get to closing. By tailoring the messages to the exact needs of the borrower, Loan Officers earn the trust of the consumer, thus turning a one-time transaction into a customer for life.
"This enhancement to our existing integration will be pivotal in the way relationship managers interact with the borrower–empowering them to anticipate the needs of the consumer and become their financial partner for life," said Total Expert Founder and Chief Executive Officer Joe Welu. "We are proud to partner with Blend to deliver a solution that meets the rising needs of consumers–positioning relationship managers for success today and in the future."

Apr 09, 2019
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