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

RE/MAX accelerates real estate innovation with AI and technology

RE/MAX is accelerating the integration of AI and cutting-edge technology to transform how agents engage with clients, generate leads, and deliver results. Initiatives like Max AI, MaxRefer, MaxEngage, and HomeView leverage real-time data, personalized marketing, and AI-driven tools to streamline the homeownership experience and empower its agents. Leading this innovation is Travis Saxton, EVP of Strategy at RE/MAX, who has spearheaded the rollout of these technologies, including AI-powered training through Sky AI and SkyStudio, redefining the future of real estate by combining human connection with next-generation tools.

Nov 17, 2025 3:44 am By

Latest Articles

From resilience to antifragility: Rethinking cybersecurity for real estate and mortgage professionals

In information security, we’ve long spoken about resilience. The goal has been to withstand an attack, recover quickly, and return to business as usual. But in today’s environment—where attackers adapt and evolve daily—resilience is no longer enough. We must go further. We must embrace antifragility.

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