Page 7 - Total Expert News Today

Adwerx Signs 28% of Scotsman’s Top 25 in Under 18 Months

This isn’t a commentary. It’s a “next level experience!” How are we in the week ending the first quarter already? Here’s some news that will be greeted with glee by every independent mortgage banker in the nation, whether they do business in California or not. The California MBA and national MBA, and constituents across the state, have defeated the CRA requirement for non-depository institutions in that CA. Given that 20-25 percent of residential production com...

Platform combines key customer insights with industry-leading intelligent automation to deliver the perfect customer journey in modern financial services Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today launched ‘Customer Intelligence.’ This is the first fintech platform to bring customer insights directly into

Total Expert's new Customer Intelligence tool can detect when borrowers are ready to buy a home or refinance a mortgage.

The latest news on mortgage products and updates from the direct lending channel. News for mortgage brokers, originators, and bankers involved in direct lending.

Productivity, retention, referrals, and efficiency are key business objectives for the year ahead according to lenders surveyed by Total Expert.

Total Expert, the Minneapolis-based customer experience platform for modern financial institutions, has announced it has hired Chad Gaydos as the company’s president.  Gaydos will focus on scaling and enabling business operations, and executing on a plan that supports Total Expert’s impressive growth trajectory, the company said. He will lead strategy and execution for day-to-day operations, with all functional lines and their executive leaders reporting to him. He will report directly to F...

Former Talkdesk and SAP senior executive brings extensive cloud, go-to-market, sales, and operations experience...

Total Expert, a CRM and customer experience platform for financial institutions, has hired John Emerick as chief financial officer. Emerick is will draw on more than 30 years of financial leadership experience at public and private companies, the company said. Before joining Total Expert, he served as CFO for two rapidly-growing software-as-a-service (SaaS) companies: Code42, a 500-person cybersecurity firm, and CyberGrants, a grants-management and employee-engagement solution for more than half...

While rates continue higher, from South Carolina comes, “I just got 30 minutes of cardio trying to pick up an ice cube off the kitchen floor.” Plenty of folks on the East Coast are dealing with other kinds of ice (we all know how 2 inches of snow grinds Atlanta to a halt), or may be hunkered down watching Kevin Costner in “Yellowstone” growl his way through the script like he has marbles in his mouth. Meanwhile, digital banker Milo has plans to launch the first-ever...