Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.
Joined April 2013
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2,594 Photos and videos
Jun 10
The June release is here.
Lead Management lead stages now advance automatically when a loan status changes in the LOS. Customer IQ: Credit & Debt Enrichment moves toward broader availability. Plus, Group Messaging for Engage SMS arrives later this month.
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Joe Welu has spent his career asking what happens after a mortgage transaction. He built #TotalExpert to give lenders tools that earn loyalty and help customers make better financial decisions when it matters most. That's why he is a @NatlMortgagePro 2026 Legend of Lending.
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He has spent over a decade building the infrastructure that enables relationships to be formed at scale. Congratulations to our Founder and CEO on a well-earned honor! 🏆
See the full list of winners here.
nationalmortgageprofessional…
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RETR's Loan Loss Report tracks borrower behavior, and the data says most aren't returning to their originator after closing. When paired with #TotalExpert, lenders have a clear view of what they've lost and the automation needed to earn back their loyalty.
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Watch James' full conversation with our Chief Lending Officer @Dan Catinella to see how RETR's data is helping Total Expert customers retain customers.
totalexpert.com/webinars/fro…
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🎉 Congratulations to #TotalExpert's VP of Marketing, Donnie Kenneth, on being named a Marketing Leader by @HousingWire! The recognition is a true reflection of his strategic leadership! 🏆: totalexpert.pub/4efyeff
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Lenders don't lose customers because they stop caring. They lose them when they run out of bandwidth and hours in the day.
AI Sales Assistant and Customer IQ have changed that and can give any lender the infrastructure to win their customers' business over and over again.
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Listen to the full @HousingWire Daily podcast episode to hear Joe break it down 👇🎧 totalexpert.com/blog/buildin…
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May 29
#TotalExpert Lead Management gives enterprise mortgage teams a single command center to prioritize high-intent borrowers, track every opportunity, and make faster, smarter decisions—without switching between tools.
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May 29
Learn how Lead Management's full pipeline visibility can improve business growth and boost sales productivity👇
totalexpert.com/features/lea…
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May 27
First United Bank attributed millions in closed loan volume directly to customer behavior alerts.
The moments that mattered to customers either passed unnoticed or mistimed.
When they implemented Total Expert, that changed.
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May 26
Most lenders are losing a large percentage of past borrowers—not because of a product or price, but because of broken engagements. Mainly because their systems don't connect the right data to the right action at the right time.
That's the gap Total Expert and RETR are closing.
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May 26
Get the scoop with Hoop and Cat to see how our systems come together. Watch the full webinar to learn more ⬇️ totalexpert.com/webinars/fro…
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May 20
#TotalExpert makes it easy to bring every lead into a centralized pipeline and scale the way you manage each opportunity.
âś” Manually or bulk create and categorize leads
âś” Capture from campaigns, referrals, and servicing portfolios
âś” Generate opportunities from past customers
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May 20
Our Lead Management capabilities make advancing top-of-funnel opportunities a cohesive process—allowing originators to act quickly and consistently. totalexpert.com/features/lea…
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May 19
Grateful to @NatlMortgagePro for shining a light on a common challenge lenders face—the lead response gap.
As #TotalExpert's Joe Welu put it, "Modern lenders don't have a lack of leads problem; they lack consistent execution throughout the funnel."
đź“–: totalexpert.pub/4a0FXLB
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May 15
Spreadsheets and sticky notes are not a system. @ArvestBank confronted this sentiment head-on—by creating structured training with Total Expert to foster a unified growth mindset and maximize opportunities for its originators.
totalexpert.pub/4uS5YVz
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May 14
Most lenders don't have an opportunity problem. They have an execution problem. #TotalExpert built something specifically to close that gap. Introducing Lead Management.
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May 14
Lead Management delivers enterprise-grade lead routing, automated engagement, and full pipeline visibility built into our platform to help lenders win customers for life. totalexpert.com/company/news…
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