Tag Archives: Total Expert

Mortgage tech provider Polly launches new intelligence platform

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Lender Intelligence harnesses advanced data science and machine learning tools to give lenders a holistic view of their business and the wider competitive landscape. Continue reading →

Polly’s integration with Total Expert enables custom-rate flyers

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New API integration allows lenders to generate tailored marketing materials that include rate, monthly payment and APR based on unique borrower details. Continue reading →

Clever teams with Total Expert to land more lenders and homebuyers

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Clever’s integration of Total Expert’s CRM and customer engagement platform could help the company drum up homebuyers who aren’t already working with real estate agents. Continue reading →

Total Expert integrates RatePlug to connect loan officers with agents

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RatePlug, a marketing platform that connects mortgage loan officers and real estate agents, is now integrated into Total Expert, a customer relationship management solution. Continue reading →

Total Expert raises $52 million, plans to beef up staff and tech

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Total Expert, a banking and lending marketing software company, announced Thursday that it has raised $52 million, which it plans to spend on new staffers and on beefing up its technology. Continue reading →

Total Expert wants to let banks, lenders track people’s lives

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Journey Creator, as the tool is called, is designed to let banks and lenders craft marketing campaigns around major events in consumers’ lives. It draws on data to identify those life events, and the company believes the end result will be that financi… Continue reading →

Motto Mortgage adopts Total Expert for marketing, CRM

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Motto Mortgage, the mortgage franchise from RE/MAX, announced on Wednesday that it’s equipping its franchises with customer relationship management tool and marketing solutions from fintech startup Total Expert.  Continue reading →

Total Expert raises $20M, plans expansion into insurance, wealth management

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Total Expert provides marketing software for banks, enabling them to monitor and react to consumer behavior online, find and engage new leads around mortgages and other types of loans, and automate communication exchanges while meeting compliance. Continue reading →