Total Expert is a customer engagement platform designed for financial institutions, including lenders, banks and credit unions. It focuses on delivering personalized education and advice through its advanced Customer Intelligence and Life Event data tools, enabling loan officers and marketing teams to engage consumers at pivotal moments in their financial journey. In 2023, Total Expert processed 30% of all home loans in the U.S., underscoring its impact.
Unlike traditional customer relationship management (CRM) systems, Total Expert offers dynamic, actionable customer profiles by combining behavioral, demographic and financial data. This enables lenders to identify critical moments in a customer’s financial journey and take proactive action to retain business and reduce the risk of customers turning to competitors.
The platform’s recent upgrade in August 2024 included automatic life milestone updates, allowing loan officers to easily identify relevant connections and automate targeted marketing. With AI, machine learning and advanced analytics, Total Expert provides enriched profiles, helping lenders build authentic, humanized relationships with customers.
By leveraging these insights, Total Expert’s clients have seen significant results, such as increased loan volume and higher retention rates. The platform is proven to enhance productivity, boost revenue, and foster long-term customer loyalty by delivering timely, personalized interactions.
Company Website:
Markets Served:
Loan Origination
Company HQ:
Minneapolis, MN
