Total Expert Personalizes the Customer Journey With New Offering – NMP
Tech

Total Expert Personalizes the Customer Journey With New Offering

May 01, 2019
Total Expert named Josh Lehr as the company’s new director of strategy, consumer direct

Total Expert has announced the launch of Journey Creator. Total Expert’s new product leverages data to anticipate the needs of consumers based on life events and empowers personalized marketing and engagement–with the end result being that banks and lenders are continually engaging consumers with relevant content and always adding value. More than just a marketing engine, Journey Creator is a simple drag-and-drop tool allowing financial marketers to create customized and personalized marketing and communications programs.
 
“People don’t want a mortgage or a 529 plan, they want what that product can do for them–give them a home to raise a family or allow them to send their kid to college,” said Joe Welu, Total Expert Founder and Chief Executive Officer. “At Total Expert, we are proud to give banks and lenders the marketing and sales solution they need to empower their salespeople and relationship managers to form deeper, more personalized relationships and engage with consumers organically throughout their lifetime in a holistic fashion.”
 
Total Expert is the creator of the Marketing Operating System (MOS), which personalizes and automates communication and engagement throughout the customer lifecycle at scale across the company. Journey Creator empowers banks and lenders to build highly customizable, automated and repeatable experiences with global tracking to give them an intelligent, 360-degree view of the customer and partner lifecycle.
 
In addition, Journey Creator is enhanced by Expert Content, comprehensive set of marketing content and industry best practices designed to help lenders and banks increase marketing and sales velocity.
 
About the author
NationalMortgageProfessional.com
Link copied
Published
May 01, 2019
Get the NMP Daily
Wholesale
Rocket Pro Broadens Refi Pricing Push, Extends 100-BPS Purchase Credit

August Power Play reaches beyond cash-out refinances while pairing near-term pricing incentives with a longer-term broker technology play

Rocket Pro is broadening its refinance incentive and extending its stacked purchase credit for August, giving mortgage brokers another reason to revisit past clients while elevated rates continue to limit origination volume.The wholesale lender’s August Power Play increases ...

Continue reading
Non-QM
Angel Oak Boosts Non-QM, HELOC Purchases 39% In Q2

Executives point to healthy securitization demand and fresh capital for additional loan purchases during the mortgage REIT’s second-quarter earnings call

Angel Oak Mortgage REIT purchased $204 million in newly originated Non-QM mortgages and home equity lines of credit during the second quarter, up approximately 39% from a year earlier but down 17% from the first quarter.The results, combined with two securitizations complete...

Continue reading
Renew your NMLS License — for free.

Enjoy access to a free NMLS renewal class when you attend an in-person event.

Find an event
More from
Tech
Rocket Pro Broadens Refi Pricing Push, Extends 100-BPS Purchase Credit

August Power Play reaches beyond cash-out refinances while pairing near-term pricing incentives with a longer-term broker technology play

Wholesale
Aug 04, 2026
Adwerx Adds Canva Integration For LO Ad Campaigns

The integration lets mortgage professionals move Canva designs into targeted advertising while preserving lenders’ compliance-review controls

Tech
Aug 04, 2026
MeridianLink Buys Credit Mountain To Turn Loan Declines Into Future Business

The acquired technology keeps rejected applicants connected to their lender while they work toward eligibility, creating a potential pipeline of mortgage-ready borrowers

Tech
Aug 03, 2026
Optimal Blue Adds VantageScore 4.0 To Pricing Platform

Lenders can use VantageScore 4.0 in Optimal Blue’s mortgage pricing, eligibility, hedging, trading, and MSR valuation workflows

Tech
Jul 31, 2026
Method Launches Borrower-Monitoring Tool To Target HELOC Opportunities

Portfolio Intelligence tracks changes in borrowers’ liabilities after closing, helping lenders identify potential home equity and debt-consolidation business

Tech
Jul 30, 2026
BSI Wins Ginnie Mae Approval To Issue, Subservice eNotes

The mortgage servicer can initially issue up to 1,000 eNotes and manage digital collateral for other Ginnie Mae issuers

Tech
Jul 29, 2026