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Awards

2020 HW Tech100 Mortgage winner: Total Expert

Helps humanize the mortgage customer experience

Total Expert’s Marketing Operating System helps humanize the mortgage customer experience by empowering bank and credit union marketing teams and their loan offers to build custom and personalized messages that go beyond simple CRM functions and engage customers at the right time with the right message. The Total Expert MOS centralizes multi-channel marketing, including email, landing pages, social, print, digital and text messaging, giving lenders and loan officers the ability to go to market quicker, track, and report on all marketing activities.

  • The Total Expert MOS powers marketing and revenue growth for 8 of the top 20 mortgage lenders, and more than 20,000 loan officers across the mortgage industry leverage the solution
  • Over the past three years, Total Expert’s revenues have grown 3,206%
  • Total Expert raised $52 million in Series C funding in October 2019, bringing their total venture capital fundraising to $86 million

www.totalexpert.com

Most Popular Articles

Latest Articles

From local to global: RE/MAX’s Chris Lim on the next era of real estate relationships

Real estate has always been a people-first business, but in today’s market, relationships are being redefined by technology, data, and global reach. Few leaders understand this balance better than Chris Lim, RE/MAX’s Chief Growth Officer. In this conversation, Lim shares how human connection, innovation, and brand trust continue to shape the next era of real estate.