WE ARE TOTAL EXPERT

Empowering Financial Wellness

We believe that empowering banks, credit unions, lenders, insurance agencies, and other financial services firms to create deeper, human-first connections with modern consumers will create a financially healthier world.
Company news
AWARDS & RECOGNITION

Financial leaders love Total Expert

G2 Spring 2025 Grid Leader badge with red, orange, and yellow ribbon design
Spring 2025
Grid Leader
Learn why G2 users ranked Total Expert as the #1 Mortgage CRM platform.
Spring 2025
High Performer
*Momentum Grid® rank in the top 25% of their category’s products by their users
G2 Spring 2025 Grid Leader badge with red, orange, and yellow ribbon design
Spring 2025
High Performer
Learn why G2 users ranked Total Expert as a Financial Services CRM High Performer.
Spring 2025
Momentum Leader
*Momentum Grid® rank in the top 25% of their category’s products by their users
Fintech Breakthrough Award 2025 badge with colorful hexagon design
TEC Trendsetters logo with bold black text and red icon
StarTribune Top Workplaces 2023 yellow award badge
Spring 2025
Tech Excellence
MortgagePoint recognized Total Expert with a 2025 Tech Excellence award
HousingWire Tech100 logo with bold black text and red icon
Values

Empowering the people who power financial services

Customer Success

When our customers succeed, we succeed. We create win-win scenarios that drive exceptional experiences, ROI, and value for our customers.

Excellence

We set the bar high. We have high standards of excellence for everything we do and support our team members in achieving those standards.

Grit

We are passionate and driven to persevere. Grit powers us to hold steadfast in our goals, adapt to change, and keep moving forward.

Action

We have a bias towards Action. We are prompt, proactive, and intentional in making things happen. We prioritize the most important actions and communicate clear expectations.

Innovation

We build the future. We obsess over making things better through continuous improvement. We encourage a “fail fast” mentality and believe new ideas and empowering our team to act on them are critical to long term success.

Team Success

Our team is our most important asset. We communicate respectfully, collaborate intentionally, and assume positive intent. We strive to build an environment where individuals and teams can grow, thrive, and achieve personal and professional success.

Customer Success

When our customers succeed, we succeed. We create win-win scenarios that drive exceptional experiences, ROI, and value for our customers.

Excellence

We set the bar high. We have high standards of excellence for everything we do and support our team members in achieving those standards.

Grit

We are passionate and driven to persevere. Grit powers us to hold steadfast in our goals, adapt to change, and keep moving forward.

Action

We have a bias towards Action. We are prompt, proactive, and intentional in making things happen. We prioritize the most important actions and communicate clear expectations.

Innovation

We build the future. We obsess over making things better through continuous improvement. We encourage a “fail fast” mentality and believe new ideas and empowering our team to act on them are critical to long term success.

Team success

Our team is our most important asset. We communicate respectfully, collaborate intentionally, and assume positive intent. We strive to build an environment where individuals and teams can grow, thrive, and achieve personal and professional success.

careers

Forging financial futures

We’re changing how financial institutions engage with consumers, starting with the people behind our platform. To do that, we need passionate people who want to grow with us as we continue to empower leading financial brands to form deeper customer relationships.
Browse open positions
Smiling professional woman with curly hair wearing glasses and a tan blazer, sitting at a desk with a laptop
Dashboard interface showing SOC2 security, adaptive authentication with user location, risk analysis, IP address, and user access details
security

Trust begins with best-in-class data security

Total Expert is committed to flawless data security. We deploy best-in-class technologies and processes to safeguard all of your information, whether it’s in transit, in use or at rest.
Learn more
Leadership

Fueling financial futures

Get to know the industry veterans and technology experts driving Total Expert's success and inspiring us to redefine what’s possible
Meet our leadership
company news

Stay up to date with Total Expert

Read the latest news headlines and company updates to see how we’re driving innovation in financial services technology.
Read more

See Total Expert
in action

Sign up
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
Schedule a demo