Know when customers are in-market
Customer intelligence surfaces intent signals and enriched profiles, so outreach lands at exactly the right moment.
Integration partner · Mortgage
Demand that flows straight into your Total Expert Journeys
Total Expert keeps every customer relationship moving. Evocalize, the AI Marketing Director for housing, fills it with new ones. The Director plans your marketing, builds the creative and landing pages, launches programs across every channel, optimizes as results come in, and routes each new contact into the Journeys you already use.
About Total Expert
What is Total Expert?
Total Expert is the purpose-built customer engagement platform for modern financial institutions. Banks, lenders, credit unions, and insurance companies use it to unify data, marketing, sales, and compliance in one system and deliver the right message at every financial milestone.
Minneapolis-based and founded by CEO Joe Welu, Total Expert powers customer engagement for some of the largest names in lending, and its signature Journeys turn customer insights into automated, personalized follow-up that builds loyalty and drives growth.
Learn more at totalexpert.com 200+ financial institutions
15 of 25 top U.S. lenders
$7T+ funded loan volume
As reported by Total Expert.
How Total Expert helps you
Three of the reasons lenders and loan officers build their customer engagement on Total Expert.
Automate the perfect follow-up
Journeys guide every customer across financial milestones, from first inquiry through closing and repeat business.
Stay compliant by default
Workflows built for regulated institutions keep every touchpoint on-brand, consistent, and audit-ready.
Better together
How Total Expert works with Evocalize
Evocalize gives every Total Expert user the marketing director they could never hire, then hands each new contact back to Total Expert for follow-up. Connected in a few clicks.
- 1
Connect your account
Activate Evocalize right from Total Expert in a few clicks. Your brand, your markets, and your goals come along automatically.
- 2
Give Evocalize your goal
The AI Marketing Director does the rest: the plan, the creative, the landing pages, and the launch, aimed at your segmented Total Expert audiences and optimized with every result.
- 3
Every new contact lands in a Journey
Inquiries route straight into Total Expert Journeys with pre-built blueprints, so automated nurture starts the moment someone raises their hand.
Your Marketing Director, at work Live
- Plan & creative, built for you Done
- Programs live across channels Live
- Optimizing with every result Always on
New contact Automatic
Jordan A. captured Total Expert Journey starts nurturing
Zero handoffs between your marketing and your follow-up.
“Partnering with Evocalize will substantially impact our users. Our collaboration will help our network enhance their abilities and further customize how they connect with clients, generate leads, and enhance customer Journeys so they can continue to grow their businesses.”
Joe Welu
Founder & CEO, Total Expert
Go deeper
More on the Total Expert partnership
Webinar
Driving high-intent leads in the new compliance era
Joe Welu and Matthew Marx on building demand you own under the new consent rules.
Watch now
Podcast
The future of compliant lead generation
Donnie Kenneth, VP of Marketing at Total Expert, joins the Local Marketing Lab.
Watch now
News
Total Expert marketing expands with Evocalize & rebel iQ
The partnership announcement: turnkey local marketing for every Total Expert user.
Read moreGot questions?
Frequently asked questions
What is Total Expert? +
Total Expert is a purpose-built customer engagement platform for financial institutions, including banks, mortgage lenders, credit unions, and insurance companies. It unifies data, marketing, sales, and compliance so institutions can guide customers through every financial milestone.
Its signature capability, Journeys, automates personalized follow-up across the customer lifecycle. Total Expert reports that more than 200 financial institutions run on the platform, including 15 of the top 25 U.S. lenders.
What does the Evocalize + Total Expert integration do? +
The integration connects Evocalize, the AI Marketing Director for housing, to Total Expert. Loan officers and lenders get a full marketing function, not another tool: pre-built programs by goal, on-brand creative, optimized landing pages, and launches aimed at their segmented Total Expert audiences across the channels that matter.
New contacts route automatically into Total Expert Journeys with pre-built blueprints, so nurture and follow-up begin immediately. It is the marketing director every individual user could never hire, working alongside the engagement platform they already run.
How do I connect Evocalize to Total Expert? +
Total Expert platform users can set up an Evocalize account in a few clicks from within Total Expert. There is no development project or media team required: once connected, pre-built marketing programs are ready to launch in minutes.
If you want help getting started, schedule a walkthrough with our team and we will set up your first program with you.
Do I need Total Expert to use Evocalize? +
No. Evocalize works as a standalone platform for real estate agents, loan officers, and enterprises, and also connects to CRMs and tools including Follow Up Boss and Salesforce.
If you already run on Total Expert, the integration adds automatic routing of new contacts into your Journeys, which makes follow-up immediate and effortless.
Why does building your own demand matter under the new FCC consent rules? +
The FCC’s one-to-one consent rules changed how purchased leads can be contacted, which makes portals and shared lead sources harder to rely on. Contacts generated through your own marketing raise their hands directly to you, with consent, and are exclusively yours.
Evocalize builds that owned pipeline, and Total Expert Journeys keep every contact engaged, a combination designed for the compliance era.
Put the AI Marketing Director to work
alongside Total Expert
Launch your first marketing program in minutes, and let every new contact land in the Journeys you already run.
Want more on Total Expert itself? Visit totalexpert.com.