Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.
Minneapolis, MN
Joined April 2013
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Generic AI = generic results. Total Expert's AI Assistants are built to help lenders qualify, nurture, and hand off warm leads; build fully priced scenarios; and keep conversations moving. Email [email protected] to see them in action at Lending Tree Summit in Charlotte!
October’s release is here! Our new release boosts productivity with better lead routing management, Mobile App group messaging, and additional enhancements to AI Assistants. Read the full release notes 👇
#TotalExpert #ProductUpdate #MortgageTech #LeadManagement #LoanOfficer
🔗 Read the October Release Notes > totalexpert.freshdesk.com/su…
From The Opening Act all the way to Closing Day, you won’t find a better trio than Polly, Tidalwave, and Total Expert! Together, we’re giving modern lenders everything they need to better understand every borrower, engage every opportunity, and streamline the loan process.
Get to know Polly and Tidalwave in our Expert Partner Network > totalexpert.com/partners
What an incredible night at The Opening Act during MBA Annual! 🎸🎶
From live music and cold drinks to a packed house at Bub City, the energy was off the charts. Thank you to our partners Polly and Tidalwave, and to everyone who joined us for an unforgettable evening!
Tonight's the night! 🎉 Our Opening Act party w/ @Polly + @Tidalwave kicks off at 5:30 PM. BBQ, cold drinks, live country music & Monday Night Football at Bub City on N. Clark St.
See you there! #MBAAnnual2026
Every day, someone in your database enters a refi window, hits an equity threshold, or has a life event that turns a long-term goal into a short-term need. Customer IQ flags who's ready and why, so you get there first.
See how > totalexpert.pub/4hIq4wq
Many lenders are using AI to do the same things they've always done, just a bit faster. In a conversation with @HousingWire, our Founder & CEO, @JoeWelu challenged the industry: stop wasting your technology investments on retrofitting old processes.
#CustomerForLife #AIinLending
Catch Joe's full conversation with HousingWire > totalexpert.com/blog/why-fas…
AI Scenario Assistant automatically uncovers and prices high-value opportunities. Now, every opportunity can get worked. Not just the ones you find time for.
#MortgageTech #LoanOfficers #AI #Mortgage #CustomerRetention #Fintech
We’re proud to be sponsoring next week’s Momentum Builder Live in Dallas!
Stop by our booth to:
- Test your skills (and luck) at our basketball challenge 🏀
- Score some extra swag 💎
- Learn how our AI Assistants + Customer IQ are helping loan officers put up MVP numbers
In a conversation with @HousingWire, Total Expert Founder and CEO @JoeWelu explains why context has to come before personalization. Without a real understanding of where a customer is on their financial journey, even well-intentioned outreach can feel disconnected or irrelevant.
🎥 Watch the full conversation: housingwire.com/podcast/joe-…
