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Tagged: Total Expert

Total Expert Targets Lead Response Gap With New Lead Management Tools

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

Tech
May 19, 2026
Total Expert Introduces Customer IQ As Lenders Expand Use Of AI In Borrower Engagement

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

Tech
Apr 27, 2026
Modernizing Your Approach To Marketing
Industry News
Feb 03, 2023
the interest
Optimism Abounds

The market is turning so digging into data and brushing up on marketing techniques is one way for originators to get ahead.

Industry News
Feb 03, 2023
NMP's The Principal
Total Expert Hires New Chief Lending Officer

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

Career
Sep 14, 2022
Total Expert Appoints Gaydos As President

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

Industry News
Jan 20, 2022
Total Expert Hires John Emerick As CFO

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

Industry News
Jan 18, 2022
Total Expert Introduces New Functionalities And Products For Banks And Lenders

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

Tech
Oct 22, 2021
Total Expert

Total Expert is a fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions

Total Expert New Logo
Total Expert Launched Its Sales And Marketing Platform For The Direct-To-Consumer Market

Total Expert launched the industry's first sales and marketing platform for the direct-to-consumer mortgage market.

Direct
Industry News
Jun 28, 2021
FHAs Foreclosure Reckoning
Breaking Barriers
Beyond Barriers
NMP, Mortgage Banker,
& Mortgage Women
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