On Monday night, it's Game Time with Total Expert, Polly, and Dark Matter Technologies at #MBAAnnual25 🏈 ⏰ 5:30–7:30 p.m. PT 📍 RedTail, Resorts World Las Vegas And there’s still time to RSVP. Link up with your #TotalExpert rep to save a spot. See you there! Mortgage Bankers Association, Joe Welu, Robert Houser, Daniel Archabal, Ben Carlson, Wayland Pond IV, Dan Shiel, Dan Catinella, Ryan Bouchard, Chase Conner, Sonny Chivers, Jon Hill, Laurel Fields, Annie Bock, Henry Williams, Nigel Shaw, Traci (Berg) Saliterman, Rebecca (Snee) Risse
Total Expert
Financial Services
St. Louis Park, Minnesota 16,952 followers
Deliver the Perfect Customer Journey Across Every Financial Milestone.
About us
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies.
- Website
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http://totalexpert.com
External link for Total Expert
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- St. Louis Park, Minnesota
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Marketing and Sales Software for Financial Services, Customer Experience, and CRM
Products
Total Expert
Customer Relationship Management (CRM) Software
Deliver the perfect customer journey and win customers for life with Total Expert’s award-winning customer engagement platform. By combining a system of intelligence with a system of action, Total Expert creates a seamless, purpose-built solution for financial institutions that blends digital communications and human interactions to drive growth and build lifelong customer relationships. The platform combines integrated data, customer insights, and intelligent automation to help sales and marketing teams deliver personalized customer experiences. Total Expert creates a 360º view of each customer by collecting dynamic, actionable data, transforming those insights into opportunities for automated and 1-on-1 communications. That way, mortgage lenders, banks, and credit unions can educate, engage, and advise consumers at precisely the right time—guiding them through life’s complex financial decisions.
Locations
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Primary
1600 Utica Ave S
Suite 800
St. Louis Park, Minnesota 55416, US
Employees at Total Expert
Updates
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We’re proud to welcome Lehrjet LLC as a Silver Sponsor at #Accelerate2025 this November in Denver! 🎉 Lehrjet helps fintech, mortgage tech, and vertical SaaS companies accelerate growth through partnerships, ecosystem strategy, embedded product innovation, and strategic advisory. From standing up reseller programs to launching embedded fintech products and driving M&A outcomes, Lehrjet works alongside executive teams to deliver high-impact results. With a track record of partnering with industry leaders like Zillow, LendingTree, Credit Karma, Blend, and Total Expert, Lehrjet brings unmatched expertise at the intersection of lending infrastructure and modern consumer expectations. Join us November 4–6 to connect with Lehrjet and other innovators shaping the future of financial services! → https://lnkd.in/dj9U2jxz
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🚀 When your tech stack can effectively communicate, big things happen. #TotalExpert's Mike Russell joined Dark Matter Technologies' Craig Rebmann on Spotlight Backstage to show how lenders can unlock major efficiency gains and better borrower experiences by connecting the right people, processes, and platforms. As Mike puts it, it’s all about making the data make sense across the organization based on their needs. Their conversation dives deep into the two-way integration between Total Expert and the Empower® LOS. ✅ Real-time sync between CRM and LOS ✅ Smarter data mapping and automation ✅ Personalized borrower journeys from lead to close (and beyond) 💡 See how Total Expert and Dark Matter are helping lenders move faster, work smarter, and deliver more human experiences—powered by connected technology. 📺: https://lnkd.in/g2NWEDeH
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Strong relationships don’t end at closing—that’s why we’re proud to welcome Homebot as a Silver Sponsor at #Accelerate2025 this November in Denver! 🎉 Homebot empowers lenders and real estate professionals to build long-term client connections by delivering personalized, actionable insights about home wealth. By keeping homeowners engaged well beyond the transaction, Homebot helps financial institutions drive repeat business, generate referrals, and stay top of mind throughout the customer journey. Join us November 4–6 to connect with Homebot and other innovators shaping the future of customer engagement! → https://lnkd.in/ghygc4FJ
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📱 Customer engagement doesn’t stop when you leave your desk—and neither does Total Expert. With the Total Expert Mobile App, loan officers and financial professionals can stay connected, productive, and compliant from anywhere. ✅ Access real-time customer insights and alerts on the go ✅ Seamlessly send SMS messages, log notes, and review tasks ✅ Manage leads, nurture relationships, and track activity anytime, anywhere ✅ Sync instantly with your Total Expert CRM—no manual updates required Built for the way you work today, our mobile app helps you deliver timely, personalized experiences that move relationships forward.
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⏩ What could your business achieve if every loan officer had an assistant that automatically qualified leads and handed off customers? Embracing AI now can help lenders gain a lasting competitive edge and drive long-term loyalty—helping their originators focus more of their time on the moments that matter and delivering high-quality advice to borrowers. Total Expert Founder & CEO Joe Welu joined the Lykken on Lending podcast, and shared with David Lykken how voice AI is reshaping the customer journey from lead to loyalty. Together they unpack how our AI Sales Assistant—purpose-built for mortgage lenders—helps loan officers: ✅ Incubate and qualify leads automatically ✅ Nurture relationships post-close ✅ Stay compliant while scaling productivity ✅ Focus more time on meaningful, high-value conversations 🎧 Catch the full conversation to hear how AI is redefining what productivity, personalization, and performance look like for modern lenders. 👉 https://lnkd.in/gUM6t2Av
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The countdown is on to #Accelerate2025! This is your final call to join the industry’s best as we come together to connect, innovate, and Aim Higher. ⏲️ Hotel rates expire October 15—register now to lock in your spot: https://lnkd.in/gwn7vWr2
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We’re excited to welcome CredEvolv as a Silver Sponsor—and as the official transportation sponsor helping attendees get back to the airport after #Accelerate2025 in Denver! ✈️🚐 CredEvolv is transforming the way lenders serve credit- and debt-challenged clients. By connecting borrowers with nonprofit, HUD-certified credit counselors, they help consumers become mortgage-ready—often in just 3 to 5 months. Through their seamless #TotalExpert integration, loan officers can refer clients in seconds and receive real-time updates directly in their CRM. Key milestones and progress are automatically tracked, giving every consumer a clear path forward while keeping more prospects in your pipeline and driving more funded loans. Join us November 4–6 in Denver to connect with CredEvolv and learn how they’re helping lenders grow by expanding access to homeownership! → https://lnkd.in/g5R2ivXG
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We’re excited to welcome Evocalize as a Silver Sponsor and breakout session panelist at Accelerate 2025 this November in Colorado! 🎉 Evocalize transforms how loan officers connect with borrowers and agents. Their patented platform delivers world-class digital marketing automation, enables seamless agent-lender co-marketing, and uses AI-powered Leads Intelligence to improve overall lead quality—all with no digital expertise required. What makes this even more powerful? Every lead flows seamlessly into #TotalExpert, fueling nurture journeys that shorten sales cycles, boost visibility, and drive revenue growth. Together, we’re helping financial institutions unlock scalable, collaborative marketing that truly moves the needle. Join us November 4–6 to connect with Evocalize and other innovators shaping the future of financial services!
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☕ Before you've even poured your first cup of coffee (or tea), #TotalExpert will have a list of high-quality opportunities, critical follow-ups, and other time-sensitive tasks that need your attention waiting for you. No more time wasted digging through your database or missing chances to connect with borrowers who need your help to keep things moving forward. See how we can help streamline your workflow and boost productivity ⚡ https://lnkd.in/dh3aazR7
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