MINNEAPOLIS, Oct. 21, 2021 (GLOBE NEWSWIRE) -- Total Expert, the customer experience platform purpose-built for modern financial institutions, today announced it has been selected by Fidelity Bank, ...

MINNEAPOLIS, Dec. 09, 2020 (GLOBE NEWSWIRE) -- Total Expert, the fintech company behind the first fully-integrated marketing and customer experience platform for the mortgage and financial services ...

MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the FinServ leader in customer engagement software, today announced an expanded partnership with Polly and its leading mortgage capital markets platform.

MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the FinServ leader in customer engagement software, today announced its 2025 Winter Platform Release, introducing Rate Enrichment Data as the latest ...

Total Expert’s customer intelligence identifies a potential customer through home listings, interest rates, home equity and credit pulls, according to the company. “The only way for today’s financial ...

Total Expert today announced Customer IQ, the industry’s first enterprise-grade “system of context” built for AI and the Agentic lending era. Customer IQ is the next generation of Total Expert’s ...

Lake Michigan Credit Union (LMCU), a top five mortgage credit union headquartered in western Michigan, has partnered with Total Expert to help drive personalized engagement to their more than 568,000 ...

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is helping insurance agencies and brokerages modernize their marketing processes and provide ...

Total Expert has announced a partnership with Mortgage Coach, the developer of the Total Cost Analysis (TCA). The Total Expert and Mortgage Coach integration is a unique offering to Loan Officers, ...

Total Expert today announced a major expansion of its Customer for Life Platform with its enterprise-grade Lead Management solution, purpose-built for retail and hybrid retail lenders. Lead Management ...