Last week, our Chief Lending Officer, Dan Catinella, joined Castle & Cooke Mortgage's Joe Massey - 303-809-7769 and Presidio Real Estate Utah's Jennifer Yeo for an informative dive into the NAR settlement requirements and the opportunity that lenders have to make an impact with their clients and support their agents. Click the link in the comments to watch the full webinar on our website.
Total Expert
Financial Services
St. Louis Park, Minnesota 15,704 followers
Deliver the Perfect Customer Journey across every financial milestone.
About us
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies.
- Website
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http://totalexpert.com
External link for Total Expert
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- St. Louis Park, Minnesota
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Marketing and Sales Software for Financial Services, Customer Experience, and CRM
Locations
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Primary
1600 Utica Ave S
Suite 800
St. Louis Park, Minnesota 55416, US
Employees at Total Expert
Updates
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The Total Expert team is headed to The Mortgage Collaborative's A Mile Above conference in Denver! We're thrilled to be part of the event, which includes sponsoring the opening reception alongside our friends at Ignite Integration Solutions, Inc. 🎉🥂 Swing by the party to try our custom cocktails 🍹, hot sauce challenge 🌶️, and unique food 🍽️. Can't wait to see you there! Grab a meeting with our team: https://lnkd.in/gUAAmra3 Traci (Berg) Saliterman, Rebecca (Snee) Risse, Chris Calcasola, Jon Hill
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The #TotalExpert Summer Release includes updates to help provide deeper data insights and engage your customers. Here are some of the highlights: 👥 Life Events hits general availability 🔁 Automatic customer profile enrichment 📱 2-way SMS enhancements 🤝 Several partner integration updates with Salesforce, Adwerx, InGenius, and Evocalize Learn more about the new functionality and enhancements in the 2024 Summer Platform Release, which is designed to help you deliver the perfect financial journey. 🔗 https://lnkd.in/gNH3H3Kt
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Acquiring new members can be costly and time-consuming, but credit unions could spend more of that time processing information from their existing membership base to find value. Meg Dunn, Vice President of Mortgage Production at LMCU, articulates the questions credit unions should ask to identify opportunities inside their existing funnel. Catch all her insights on this on-demand webinar with our General Manager of Banking, James White, to discover how to turn data into loan growth for your credit union. Link in the comments ⬇️
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Imagine effortlessly making your clients feel constantly engaged. With Total Expert Journeys, emails and text messages can be automated and tailored to each client’s specific financial needs, with the ability to tweak and refine in real-time. It’s not just about being in touch; it’s about ensuring the client always feels engaged. Hear from John Froumy, Business Development Manager at NOVA® Home Loans, about the many ways he uses Total Expert to enhance his operation. Click the link in the comments to hear his full story ⤵️
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Giving back is at the center of Angie Turley's heart ❤️ Since joining Fairway Independent Mortgage Corporation, she has become even more involved with local nonprofits and making an impact in her community. As a result, community interactions have become central to her personal behavior as a lender. Hear more about Angie's story and how she has become a top producer in the latest episode of Street Level Strategies with Bobbi Jo Dallas Card ⬇️
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Boost your team's engagement with Total Expert Customer Intelligence to turn real-time alerts into opportunities. It's not just about communication—it's about delivering what truly excites and drives action! Head to the comments to see the other ways Meg Dunn and her team at LMCU are using Customer Intelligence to drive efficiencies.
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Even a single Fed rate cut has the potential to spark interest from borrowers to enter the market and refis for homeowners who locked in higher interest rates during the last two years. As homeowners begin to shop rates, this could create some drastic money movement and even potential penalties for lenders. Our latest ebook will show how to minimize the risk of EPO penalties, recognize homeowners who could be in the market to refinance, and increase retention before rates fall. Download the guide to learn more: https://lnkd.in/d9EyhQuu
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We're making it easier to show up in the moments that matter. Automatic contact record enrichment helps lenders have more high-quality interactions and hyper-personalize their relationships with more customers. Customer Intelligence Life Events can give your organization a data-driven enhancement that allows you to approach engagement at scale across the organization. Head to the comments to read about the announcement and Total Expert's Summer Release! ⬇️
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#TotalExpert Founder and CEO Joe Welu and General Manager of Banking James White offered their perspectives to GOBankingRates to help customers understand what they can and should expect from their bankers. Their advice? Help customers prepare for life's milestones by showing up in the moments that matter—like graduation, marriage, and retirement—when major financial transactions often occur. https://lnkd.in/gBHyCUYs