| Date | Title | Description | Source |
| 01.02.2024 |
Announcing the 2024 Tech100 Mortgage Winners! | The Tech100 Mortgage award celebrates the most innovative and impactful organizations in housing. Mo... | housingwir... |
| 24.08.2023 | Total Expert Introduces the Next Generation of Customer Inte... | New functionality helps financial institutions turn their existing database into a deal flow engine
... | aithority.... |
| 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 rea... | housingwir... |
| 19.04.2023 | Total Expert is Now Available in AWS Marketplace to Help Fin... | Total Expert’s purpose-built customer engagement platform can now be purchased directly through the ... | aithority.... |
| 28.03.2023 | Total Expert Announces Updates to Total Expert on Salesforce... | Total Expert announced it has updated Total Expert on Salesforce, AppExchange, providing customers n... | aithority.... |
| 01.03.2023 | Announcing the 2023 Tech100 Mortgage Winners | For more than a decade, HousingWire’s Tech100 program has identified and recognized the most innovat... | housingwir... |
| 09.01.2023 | Mortgage Lenders: The 2023 Purchase Market Is Your Moment | Joe Welu, CEO and founder of Total Expert. | forbes.com... |
| 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 mort... | housingwir... |
| 30.06.2022 | How mortgage lenders are qualifying the value of fintech sol... | An increasingly digitized world has given way to new solutions that are making business easier for e... | housingwir... |
| 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-drive... | housingwir... |
| 11.05.2022 | HousingWire May Demo Day: Total Expert | Customer Intelligence
Customer Intelligence is the only all-in-one sales and marketing platform purp... | housingwir... |
| 15.12.2021 | Total Expert Earns Top Honors as Leading Experience Platform... | CRM and customer experience platform recognized in multiple G2 Winter 2022 Grid Reports
MINNEAPOLIS,... | marketscre... |
| 20.10.2021 | Total Expert Unveils New Capabilities to Speed Growth and In... | New CRM and customer engagement functionality helps banks and lenders tackle market changes to acqui... | marketscre... |
| 30.07.2021 | Overcoming the challenges direct-to-consumer lenders are fac... | HousingWire recently sat down with Total Expert Director of Technology Alliances Josh Lehr to learn ... | housingwir... |
| 29.07.2021 | Total Expert Expands Platform Capabilities to Modernize the ... | MINNEAPOLIS, July 29, 2021 (GLOBE NEWSWIRE) -- Total Expert, the CRM and customer engagement platfor... | marketscre... |
| 15.07.2021 | Total Expert Announces Salesforce Integration To Extend Mark... | Salesforce customers in financial services can now tap Total Expert to power personalized communicat... | aithority.... |
| 07.08.2020 | LOs are only human — Tech is necessary to keep up with max l... | As record-low interest rates drive a refinance boom and spikes in loan volumes, many businesses are ... | housingwir... |
| 02.03.2020 | 2020 HW Tech100 Mortgage winner: Total Expert | Total Expert’s Marketing Operating System helps humanize the mortgage customer experience by empower... | housingwir... |
| 06.11.2019 | Fintech Software Company Total Expert Secures $52 Million In... | Total Expert, a leading marketing and customer engagement tech platform for banks, lenders, and fina... | pulse2.com... |
| 24.10.2019 | Fintech company Total Expert raises $52 million in Series C ... | Just over a year ago, Total Expert, a growing fintech company that provides a marketing and customer... | housingwir... |
| 24.10.2019 | Total Expert Raises $52M in Series C Funding | Total Expert, a Minneapolis-based marketing and customer engagement technology platform for banks, l... | finsmes.co... |
| 24.10.2019 | Top tech startup news for today, Thursday, October 24, 2019 ... | Good morning! Below are some of the top tech startup news for today, Thursday, October 24, 2019.
Re... | techstartu... |
| 24.10.2019 | Total Expert Raises $50M in One of the Largest VC Rounds in ... | Total Expert, a St. Louis Park-based fin-tech company, has secured $52 million in Series C funding –... | bizjournal... |
| 24.10.2019 | Helping banks refine sales pitches and customer service, Min... | It’s no secret that the art of customer service in the modern era is something that banks desperatel... | techcrunch... |
| 24.10.2019 | Total Expert Raises $52M | - | arthurvent... |
| 24.10.2019 | Fintech startup Total Expert secures $52 million Series C fu... | Total Expert, a fintech startup that provides first enterprise-grade marketing and customer engageme... | techstartu... |
| 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 f... | coverager.... |
| 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 &... | finsmes.co... |
| 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 fi... | housingwir... |
| 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
J... | vator.tv/n... |
| 11.10.2018 | Total Expert raises $20M | - | arthurvent... |
| 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 artificia... | martechcub... |
| - | Turning First-Time Borrowers into Customers for Life | As lenders close a record-breaking year, the opportunity to develop lifetime relationships with your... | housingwir... |
| - | Total Expert | The Total Expert Experience Platform empowers financial services and mortgage lending teams to make ... | housingwir... |
| - | Top Four Strategies for Supercharging Your Growth in 2020 | One thing every lender wants is sustainable, scalable growth. Without strong growth, traditional len... | housingwir... |
