Total Expert unveils new capabilities to accelerate growth and


MINNEAPOLIS, October 20, 2021 (GLOBE NEWSWIRE) – Total expert, the CRM and customer engagement platform specifically designed for modern financial institutions, today released a series of powerful features and new products to enhance the customer experience. These additions enable modern financial institutions to build loyalty as they acquire, maintain and retain customers through transparent communication, helping them prepare for big changes in the financial services market.

As they prepare for 2022, banks and lenders are facing a major shift in the market, creating an urgent need to convert new leads and generate recurring business. According to Mortgage Bankers Association, lenders will find themselves with almost half the number of purchase and refi loans to finance in 2022 compared to 2020, a drop from 13.7 million to just 7.2 million loans to seize the year next.

With the acquisition of new customers and the retention of customers that have risen to the top of the list, every lead counts and institutions are carefully reviewing their customer journeys to ensure there are no gaps. Total Expert’s new capabilities fill gaps in the customer journey, helping modern organizations use customer intelligence to connect and communicate with customers in meaningful ways, from lead to closing.

“Our market is changing rapidly, and banks and lenders are moving quickly to strengthen their customer journeys,” said Joe Welu, Founder and CEO of Total Expert. “Our latest product innovation makes it easier for financial institutions to feed their customers at all stages of their financial life, to get the right message to the right person at the right time, and to do it with even greater confidence. intact and old customers come back.

The latest feature builds on Total Expert’s ability to fill in gaps across the entire customer journey. The main features and functionalities include:

  • Communication package – Connect faster with prospects by phone and two-way text message while maintaining a unified history of customer outreach.
  • Workflow engine – Optimize lead distribution with visual workflows for intuitive lead routing that automatically connects leads with the loan officer who meets their needs.
  • Custom Field Improvements – Get an enhanced 360-degree view of contacts and leverage unique customer data to deliver a more personalized experience.
  • Travel web improvements – Know exactly where customers are on their journey and increase engagement by deploying journeys at the right time.
  • Improved filtering capacity – Identify new sales opportunities and generate more conversions through precise qualification of contacts.
  • Transfer of loans and contacts – Minimize downtime and ensure a consistent customer experience while allowing better control of your data.

These improvements follow a series of major product announcements over the past 12 months – a consistent innovation that is driving Total Expert’s rapid growth as a market and fintech leader. Product launches over the past year include:

  • Total Expert for Direct Consumer – The first all-in-one sales and marketing platform based on a single data model for direct lending increases speed to market while optimizing authentic communications with customers, routing of leads and lead management.
  • Total Expert for Salesforce – Combines the strengths of both platforms into one solution to ensure that users leveraging both Salesforce and Total Expert can deliver a smooth customer journey.
  • TrueIntent – Captures the voice of the customer and allows financial institutions to collect third-party consumer data to personalize and tailor communications to meet their unique needs.
  • Total expert for wholesale – Develop stronger broker partnerships while giving brokers creative freedom in client marketing and engagement to grow their market share and create lifelong clients.

For more information on Total Expert, visit

About Total Expert
Total expert is the leading fintech software company offering purpose-built CRM and customer engagement for modern financial institutions. The Total Experience Platform unifies data, marketing, sales and compliance solutions to deliver a consistent experience across the customer lifecycle. Total Expert turns customer knowledge into action to increase loyalty and drive growth for banks, lenders, credit unions and other financial services companies. For more information, visit

Media contact: Jack McHugh, [email protected]

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