| Date | Title | Description |
| 26.06.2025 | FINTECHS UNITE TO CONVERT UNQUALIFIED MORTGAGE APPLICANTS INTO CLOSINGS | CredEvolv and Total Expert Deliver the Industry’s Only End-to-End Solution for Credit and Debt Challenged Borrowers
If you’re not doing this, you’re leaving business on the table. Lenders who adopt this integration will gain a competitive a... |
| 10.06.2025 | Total Expert Announces Voice AI Sales Assistant Built for Mortgage Lending | Total Expert, the FinServ leader in customer engagement software, today announced the debut of its AI Sales Assistant at The Gathering by HousingWire. The new AI-powered assistant is already in private beta with select customers, including ... |
| 22.04.2025 | Total Expert Launches Empower LOS Integration | Total Expert, the FinServ leader in customer engagement software, announced the launch of its two-way integration with the Empower® loan origination system (LOS) from Dark Matter Technologies. This integration allows lenders to effectively ... |
| 04.11.2024 | dotCMS Hosts dotConnect24 Virtual Event, Connecting Digital Content & Experience Experts | dotConnect24, a free virtual event on November 12 & 13, designed for marketing, development, and IT professionals.
dotCMS, a leading Universal CMS solution, is hosting dotConnect24, a free virtual event on November 12 & 13, designed... |
| 22.10.2024 | Brandwatch Announces Key Leadership Changes for Growth and Innovation | Brandwatch, the global leader in social media intelligence, announced several strategic leadership changes to drive continued growth and innovation.
Channing Ferrer has been promoted to Global President of Brandwatch. In this expanded role,... |
| 21.10.2024 | Brandwatch Announces Key Leadership Changes to Accelerate Growth and Innovation | CHICAGO, Oct. 21, 2024 /PRNewswire/ -- Brandwatch, the global leader in social media intelligence, today announced several strategic leadership changes to drive continued growth and innovation.
Channing Ferrer has been promoted to Global Pr... |
| 26.06.2024 |
Total Expert launches marketplace for marketing technologies | Customer engagement platform Total Expert is launching a marketplace this week for financial institutions to build their marketing technology stack.
Partners will plug into the Total Expert platform to offer solutions such as chats and text... |
| 01.02.2024 |
Announcing the 2024 Tech100 Mortgage Winners! | The Tech100 Mortgage award celebrates the most innovative and impactful organizations in housing. More than just an acknowledgment; the Tech100 award is a testament to the transformative impact these companies have made, propelling the mort... |
| 24.08.2023 | Total Expert Introduces the Next Generation of Customer Intelligence | New functionality helps financial institutions turn their existing database into a deal flow engine
Total Expert, the customer engagement platform purpose-built for modern financial institutions, announced new capabilities that enable users... |
| 21.08.2023 |
Nearly 40 housing tech firms make the 2023 Inc. 5000 list | The past year hasn’t been particularly good for tech or housing. As a consequence, the number of real estate, mortgage and general housing tech firms to make the annual Inc. Magazine list of the 5,000 fastest growing private companies in Am... |
| 19.04.2023 | Total Expert is Now Available in AWS Marketplace to Help Financial Institutions Maximize Technology Spend Amid Market Disruption | Total Expert’s purpose-built customer engagement platform can now be purchased directly through the AWS Marketplace
Total Expert, the customer engagement platform purpose-built for modern financial institutions, is now available in AWS Mark... |
| 28.03.2023 | Total Expert Announces Updates to Total Expert on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace | Total Expert announced it has updated Total Expert on Salesforce, AppExchange, providing customers new ways to enhance the ROI of their Salesforce integrations. By leveraging Total Expert, financial institutions can identify more sales oppo... |
| 01.03.2023 | Announcing the 2023 Tech100 Mortgage Winners | For more than a decade, HousingWire’s Tech100 program has identified and recognized the most innovative technology companies serving the mortgage and real estate industries.
The 2023 Tech100 Mortgage winners are continuing to bring innovati... |
| 09.01.2023 | Mortgage Lenders: The 2023 Purchase Market Is Your Moment | Joe Welu, CEO and founder of Total Expert. |
| 15.11.2022 | The role of borrower data in today’s housing market | Insightful borrower data and enhanced tech solutions are paramount to success in today’s modern mortgage industry. HousingWire recently spoke with Dan Catinella, chief lending officer at Total Expert, about how Customer Intelligence technol... |
| 30.06.2022 | How mortgage lenders are qualifying the value of fintech solutions | An increasingly digitized world has given way to new solutions that are making business easier for everyone, mortgage lenders included. HousingWire recently spoke with Sue Woodard, senior advisor to Total Expert, about the ways lenders can ... |
| 18.05.2022 | Rise and fall of data in financial services | For mortgage and banking marketers, 2022 might not seem like the best year to start using data-driven tactics to drive growth. With technology companies eliminating browser cookies — and Facebook indicating Apple’s privacy change will resul... |
| 11.05.2022 | HousingWire May Demo Day: Total Expert | Customer Intelligence
Customer Intelligence is the only all-in-one sales and marketing platform purpose built for modern lenders and banks. Key customer insights trigger customizable workflows, allowing lenders to take action with messaging... |
| 15.12.2021 | Total Expert Earns Top Honors as Leading Experience Platform for Financial Services on G2 | CRM and customer experience platform recognized in multiple G2 Winter 2022 Grid Reports
MINNEAPOLIS, Dec. 15, 2021 (GLOBE NEWSWIRE) -- Total Expert, the CRM and customer experience platform purpose-built for modern financial institutions, w... |
| 20.10.2021 | Total Expert Unveils New Capabilities to Speed Growth and Increase Loyalty for Banks and Lenders | New CRM and customer engagement functionality helps banks and lenders tackle market changes to acquire, nurture, and retain financial customers for life
MINNEAPOLIS, Oct. 20, 2021 (GLOBE NEWSWIRE) -- Total Expert, the CRM and customer engag... |
| 30.07.2021 | Overcoming the challenges direct-to-consumer lenders are facing | HousingWire recently sat down with Total Expert Director of Technology Alliances Josh Lehr to learn more about recent trends around direct-to-consumer lending.
HousingWire: How have trends around direct-to-consumer lending changed over the ... |
| 29.07.2021 | Total Expert Expands Platform Capabilities to Modernize the Customer Experience for Banks and Lenders | MINNEAPOLIS, July 29, 2021 (GLOBE NEWSWIRE) -- Total Expert, the CRM and customer engagement platform purpose-built for the financial services industry, today released an expanded platform, complete with powerful integrations and innovative... |
| 15.07.2021 | Total Expert Announces Salesforce Integration To Extend Marketing And Customer Engagement Specifically For Financial Institutions | Salesforce customers in financial services can now tap Total Expert to power personalized communications and create customers for life
Total Expert, the customer experience platform purpose-built for modern financial institutions, announced... |
| 07.08.2020 | LOs are only human — Tech is necessary to keep up with max loan volumes | As record-low interest rates drive a refinance boom and spikes in loan volumes, many businesses are adjusting to the present market.
“We’re really starting to see a shift from the idea of growing at all costs, to the idea of focusing on how... |
| 02.03.2020 | 2020 HW Tech100 Mortgage winner: Total Expert | Total Expert’s Marketing Operating System helps humanize the mortgage customer experience by empowering bank and credit union marketing teams and their loan offers to build custom and personalized messages that go beyond simple CRM function... |
| 06.11.2019 | Fintech Software Company Total Expert Secures $52 Million In Funding | Total Expert, a leading marketing and customer engagement tech platform for banks, lenders, and financial services announced it raised $52 million
Total Expert — a leading marketing and customer engagement tech platform for banks, lenders, ... |
| 24.10.2019 | Fintech startup Total Expert secures $52 million Series C funding to provide enterprise-grade customer engagement platform for financial services firms | Total Expert, a fintech startup that provides first enterprise-grade marketing and customer engagement platform purpose-built for financial services, has raised $52 million in Series C funding to grow its team. The round, which was led by ... |
| 24.10.2019 | Total Expert Raises $52M | - |
| 24.10.2019 | Helping banks refine sales pitches and customer service, Minneapolis-based Total Expert raises $52 million | It’s no secret that the art of customer service in the modern era is something that banks desperately need help with.
One of the reasons challenger banks have been able to find acceptance, new customers and — well — the ability to challenge... |
| 24.10.2019 | Total Expert Raises $50M in One of the Largest VC Rounds in Recent Years | Total Expert, a St. Louis Park-based fin-tech company, has secured $52 million in Series C funding – one of the largest raises for a non-healthcare tech startup in recent years.
The round was led by Toronto-based Georgian Partners with part... |
| 24.10.2019 | Top tech startup news for today, Thursday, October 24, 2019 – L’Oreal, Lyft, Squarespace, Blueground, Unfold, and TotalExpert | Good morning! Below are some of the top tech startup news for today, Thursday, October 24, 2019.
Rental startup Blueground raises $50M to expand its short-term flexible rentals into new markets. New York-based flexible rental startup Blueg... |
| 24.10.2019 | Total Expert Raises $52M in Series C Funding | Total Expert, a Minneapolis-based marketing and customer engagement technology platform for banks, lenders and financial services, raised $52m in Series C funding.
The round, which brought Total Expert’s total funding to $86m, was led by Ge... |
| 24.10.2019 | Fintech company Total Expert raises $52 million in Series C funding round | Just over a year ago, Total Expert, a growing fintech company that provides a marketing and customer engagement technology platform for banks, lenders and financial services firms, raised $20 million in its Series B funding round.
That fund... |
| 12.10.2018 | Total Expert to Enter Insurance After $20M Raise | Total Expert Total Expert
Founded: 2012
Headquarters: Eden Prairie, MN, US
Total Funding: $86M
See full company profile "> announced it has raised $20m in Series B funding. The round was led by Emergence Capital with participation f... |
| 11.10.2018 | Total Expert raises $20 million to expand business | Total Expert, a growing fintech company that provides marketing and CRM solutions for lenders and financial services firms, is ready to turbocharge its growth thanks to $20 million in new funding.
The company announced Thursday morning that... |
| 11.10.2018 | Total Expert raises $20M | - |
| 11.10.2018 | Daily funding roundup - October 11th, 2018 | June.ai raised $1.5M; Papa Technologies raised $2.4M; Paladin Cyber raised $3.6M; Coord raised $5M
June.ai: June.ai operates as a communication hub that replaces email. New York based company has raised $1.5 million in the bank from a group... |
| 11.10.2018 | Total Expert Raises $20M in Series B Funding | Total Expert, a Minneapolis, MN-based provider of marketing operating system software for banks & lenders, raised $20m in Series B funding.
The round, which brought total funding raised to date to $34m, was led by Emergence Capital with... |
| 12.09.2018 | Interview with Founder & CEO of Total Expert – Joe Welu | “I think we’ll see marketing technology evolving quickly beyond simple automation and into artificial intelligence.”
1. Tell us a little bit about your role and how you got here. What inspired you to start a martech company?
I’m the founder... |
| - | Top Four Strategies for Supercharging Your Growth in 2020 | One thing every lender wants is sustainable, scalable growth. Without strong growth, traditional lenders will find it increasingly difficult to keep up with the volatility of the mortgage market and compete with disruptive new challengers.
... |
| - | Turning First-Time Borrowers into Customers for Life | As lenders close a record-breaking year, the opportunity to develop lifetime relationships with your mortgage customers has never been greater. By giving borrowers the digital experience they’ve come to expect and guiding them through the a... |
| - | Total Expert | The Total Expert Experience Platform empowers financial services and mortgage lending teams to make every customer feel like they’re the only customer. Mortgage originators, loan officers, and bank and credit union marketers use Total Exper... |
