Total Expert Expands Lender Capabilities In Its Customer Engagement Platform
Customer engagement software company Total Expert released its winter 2025 platform enhancement, including customer-specific data housed in contact records.
The latest innovation, Customer Intelligence, expands Total Expert’s interest rate-driven capabilities into customer contact records, giving lenders better access to information needed to personalize recommendations.
Customer Intelligence keeps critical rate information directly within a customer’s contact records. As a result, users can filter their contacts on rate-based criteria, locate customers who could benefit from refinance opportunities, and provide customized quotes.
“As a lender, having accurate and actionable rate information available on every customer in my database is incredibly important to building meaningful relationships,” said Joe Welu, Founder and CEO of Total Expert.
“To educate, engage, and advise customers, loan officers need effective resources to show up in the moments that matter. By infusing mortgage rate data directly into contact records, we’re able to provide lenders with relevant, impactful information they need to understand their customer’s needs and financial journey.”
The winter release also lets lenders set alert thresholds by loan type, calculate monthly savings over 3, 5, and 10-year periods, and run real-time PPE requests.
The company further fine-tuned its platform by enhancing automated SMS responses for inbound phone calls and customizable opt-in messages and contact list navigation, as well as Salesforce integration performance.
It also announced a new integration between MAXA Design Suite and Optimal Blue.
“As we continue to enhance our platform, our focus remains on providing solutions that drive measurable business outcomes for our customers,” Welu said. “We’re delivering even more powerful tools to help loan officers grow and retain their book of business by creating engaged customers.”
Total Expert is a customer engagement platform that unifies data, marketing, sales, and compliance. It is used by more than 200 financial enterprises across various markets.
The company recently named Pete Karns as its new chief product officer.