Total Expert Enhances Customer Engagement with Mortgage Rate Data - MarTech Cube
Total Expert improves customer engagement by integrating mortgage rate data into its platform, enhancing the user experience for financial institutions and lenders.
Awards, Recognitions, and Industry Achievements of Total Expert
Total Expert Wins a Pair of Awards at North American FinTech Marketing Awards 2025
Total Expert received two awards at the 2025 North American FinTech Marketing Awards, recognizing its achievements in fintech marketing innovation and customer engagement technology.
First Heritage Mortgage (FHM) has re-adopted Total Expert's platform to streamline its marketing operations. The renewed partnership focuses on a centralized marketing hub, customized customer journe...ys, and tech stack integration with tools like Mortgage Coach and Encompass. This strategic move has resulted in higher platform adoption, improved engagement, and operational efficiencies, positioning Total Expert as a key partner in FHM's growth strategy.
FirstBank Leverages Total Expert to Transform Customer Engagement
FirstBank enhances customer engagement using Total Expert's platform, which offers solutions for mortgage lending, banking, credit unions, and insurance. The platform includes features like lead gene...ration, conversion, onboarding, and retention to improve customer interactions.
Total Expert has won a significant RFP in the mortgage industry, highlighting their solutions in sales productivity, marketing automation, and customer intelligence for mortgage lending, banking, cre...dit unions, and insurance sectors.