Total Expert launches industry-first sales and marketing



MINNEAPOLIS, June 24, 2021 (GLOBE NEWSWIRE) – Total Expert, a CRM and customer engagement platform tailored for today’s financial institutions, today launched Total Expert for Consumer Direct, the first all-in-one sales and marketing platform built on a single data model for direct lending. The new offering ensures that lenders can gain a complete understanding of each consumer based on their unique financial needs and deliver a personalized and valuable digital lending experience.

The global pandemic has driven online home buying in 2020, but this approach is not going anywhere: 40% millennials, the fastest growing group of home buyers in the country, recently announced that it will buy a home entirely online. This means that lenders are competing not only on loan rates and terms, but also on their digital experience directly with consumers. Competition will be fierce: millennials get on average six quotes before choosing a lender.

“Speed ​​alone does not help. Lenders must immediately increase the value in order to attract new customers. Until recently, lenders looking to provide a holistic customer experience had to put together a variety of systems for lead management, marketing automation and proactive engagement, ”said Josh Lehr, director of technology alliances at Total Expert. “As the first platform built on a single data model for direct lending, Total Expert for Consumer Direct empowers lenders to stand out as the fastest and most valuable contact in today’s competitive digital lending environment. With a single solution embedded in a universal platform, lenders are providing pooled lending. ”

Total Expert for Consumer Direct empowers mortgage lenders to improve the customer experience from lead to customer for life with industry-leading features, including:

  • 360-degree view of contacts on one platform with industry-leading integrations with lead generation, marketing, customer retention and acquisition tools including LendingTree and Zillow.
  • Advanced lead routing Connects leads with the best loan officer using analytics such as lead characteristics, loan officer availability, and loan officer qualifications in an easy-to-use drag-and-drop interface.
  • Communication package with robust engagement tools including dialer, two-way SMS text messaging, and leads activity views.
  • Intelligent automation to automate reach using lead profile and behavioral data to drive conversations at key touchpoints in the customer lifecycle.
  • Ready expert content, which includes pre-loaded automated marketing workflows, campaign content, and recommended best practices for direct lending.
  • Reporting and dashboards to understand the effectiveness of the campaign and the involvement of the loan officer, to get a true picture of the ROI.

“As the tide of refinancing dies down, Total Expert for Consumer Direct will give our loan officers a competitive edge in the procurement market with best-in-class customer engagement tools,” said Dan Catinella, digital director at Finance of America Mortgage … “We’re excited to expand our partnership with Total Expert as they continue to transform the mortgage industry by increasing cross-visibility and enabling loan officers to get the right message to the right person at the right time.”

“Because borrowers expect their lenders to benefit beyond first contact and throughout the life of the loan, lenders need to be able to effectively use available customer information to connect from and after first contact,” Joe said. Velu, founder and CEO of Total Expert. “It is no longer enough to get information over the phone first. Lenders need to create a humanized connection and provide better and faster digital lending services from the very first interaction. ”

This is the last release in a series of major innovative announcements the company will announce significant platform enhancements this year that will drive the growth of Total Expert and its customers. Year after year, Total Expert has been recognized for its contribution to the financial services industry, including being named CRM platform # 1 company STRATMOR Group.

Total Expert for Consumer Direct is now available in Total Expert. For more information on how to improve direct customer experience, join our upcoming webinar or visit our website at

About Total Expert
Total Expert is a leading financial technology software company that provides specialized CRM systems and customer interaction for modern financial institutions. The Total Experience Platform brings together data, marketing, sales, and compliance solutions to deliver consistent experiences across the entire customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and spur the growth of banks, lenders, credit unions and other financial services companies. For more information visit

Media Contact: Jack McHugh,


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