Polly's integration with Total Expert enables custom rate flyers
New API integration allows lenders to generate 'highly tailored' marketing materials that include rate, monthly payment and APR based on unique borrower details
by Matt Carter Feb 27
Clever teams with Total Expert to land more lenders and homebuyers
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
by Matt Carter Aug 23
Total Expert to help mortgage lenders monitor customers' needs
Total Expert's new Customer Intelligence tool can detect when borrowers are ready to buy a home or refinance a mortgage
by Matt Carter Mar 15
Total Expert integrates RatePlug to connect loan officers with agents
RatePlug, a marketing platform that connects mortgage loan officers and real estate agents, is now integrated into Total Expert, a customer relationship management solution
by Matt Carter Jul 27
Total Expert raises $52M, plans to beef up staff and tech
The financial services company specializes in marketing technology and has so far raised a total of $86M across multiple funding rounds
by Jim Dalrymple II Oct 24
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The company bills its new Journey Creator tool as a way to craft automated marketing campaigns around consumers' important life events
by Jim Dalrymple II Apr 24
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Motto president Ward Morrison praised the system's flexibility for loan officers
by Patrick Kearns Mar 20
Total Expert raises $20M, plans expansion into insurance, wealth management
The Minneapolis company provides mortgage marketing software to banks and is among America's fastest-growing
by Craig C. Rowe Oct 15