Financial institutions

Total Expert helps financial institutions conquer the procurement market with powerful integrations and consumer insights to generate and capture leads

Platform upgrades and partnerships will strengthen data connections, improve lending teams’ ability to leverage consumer insights, and build engagement and loyalty.

MINNEAPOLIS, May 11, 2022–(BUSINESS WIRE)–Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is rolling out new features for lenders, banks and credit unions to help them better manage customer relationships over the coming year. With a mortgage market that has gone from 70% refinance loans in 1Q21 to 70% purchase loans in 2Q21, capitalizing on every loan application is more important than ever.

In this competitive environment, lenders need easy access to consumer data from across the financial ecosystem. To accomplish this, Total Expert has established new or enhanced partnerships with third-party brands in data integration, social marketing, lead conversion, and loan brokers. The ability to access and leverage consumer data and sales inputs from systems such as Salesforce, BankingBridge and FreeRateUpdate, gives lenders a broader view of customer behavior to optimize and fill the pipeline .

A new integration with Denim Social will allow loan officers to create engaging personal landing pages that give consumers in-depth information about loan services, integrate with social media lead generation campaigns and drive new leads to the Total Expert platform. The BankingBridge integration allows lenders to easily embed loan and rate calculators into landing pages and profiles to further personalize the consumer experience and encourage action.

Additionally, Zapier will allow financial institutions to connect Total Expert to more than 4,000 third-party software platforms that generate potential leads and consumer insights. It is now possible to automate the movement of lead data from existing sources such as Zillow, Google, LendingTree, etc., directly into Total Expert, giving loan officers a single database of new leads to target with automated and personalized campaigns.

“With the mortgage market growing to 70% of purchase loans and rates rising 2% this year, loan officers need real-time insights and leads to quickly win and close clients,” said Julian Hebron, founder of The Basis Point, a sales and strategy service. advice to consumer credit and real estate companies. “Higher rates don’t derail homebuyers as much as the headlines suggest, and loan officers need to be armed with the right customer, rate market, and local housing market data to help customers understand the long-term affordability of homes and win bidding wars in a competitive market.”

“To compete today, financial institutions must go beyond banking and lending transactions and create comprehensive customer profiles to fuel more relevant customer communications,” said Joe Welu, Founder and CEO of Total Expert. “With the great new integrations and capabilities included in our latest release, we’re giving customers the data, insights, and intelligent automation they need to understand behaviors and preferences, and deliver the perfect customer journey.”

For more information about Total Expert, visit

About TotalExpert

Total Expert provides data-driven CRM and customer engagement solutions purpose-built for over 175 modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to deliver a consistent experience throughout the customer lifecycle. Total Expert turns customer insights into action to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services companies. For more information, visit

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Alex Gunderson
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