Pacific Union Financial chooses Total Expert to power new marketing operating system

Nationwide lender's EXPmarketing will empower loan officers to be 'Rock Stars'

EDEN PRAIRIE, MN (May 15, 2018)Pacific Union Financial, a nationwide residential mortgage lender headquartered in Farmers Branch, Texas, has selected Total Expert to deploy its new proprietary marketing operating system (MOS), EXPmarketing. The first enterprise-grade marketing operating system specifically for regulated financial institutions, Total Expert will empower Pacific Union Financial’s Retail loan officers to manage and communicate with prospects and customers while maintaining company brand standards and regulatory requirements.

“At Pacific Union, we are committed to supporting our Rock Star employees. This promise includes providing our Retail loan officers with the best tools available, and EXPmarketing, powered by Total Expert, fits that bill,” said Jim McDonald, chief marketing officer at Pacific Union Financial. “In our search for a marketing-technology solution, we weren’t satisfied with good; we wanted the best. We believe the new EXPmarketing solution will help empower our loan officers’ marketing and sales efforts, while ensuring we stay compliant with industry regulations.”

“As we looked for a technology partner, we were looking for a modern solution tailor-fit to meet the needs of our originators, no matter how tech savvy they may or may not be. Total Expert has a solution that meets our needs – and more,” said Warren Little, chief technology officer at Pacific Union Financial. “We are committed to giving our team the tools they need to be successful, driven by the development of our innovative product suite EXP. With EXPmarketing, we’ve designed a smart, intuitive interface that will offer pipeline insight and management on a whole new level. This is an exciting time to be part of our industry and part of Pacific Union.”

“We love the mantra at Pacific Union – be a Rock Star!” said Joe Welu, founder and chief executive officer at Total Expert. “At Total Expert, we work every day to innovate and meet the unique needs of the financial services industry, and we are pleased that Pacific Union recognizes our great work and chose to partner with us.”

About Total Expert Inc

Total Expert is a fintech software company that built the first experience platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their financial goals. Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industry-specific data and applications to deliver a cohesive experience across the customer lifecycle. For more information visit

About Pacific Union Financial

Pacific Union Financial, LLC is a full-service mortgage company located in Farmers Branch, Texas, with fulfillment centers in Texas and California and over 40 branches across the country. They originate and purchase residential mortgage loans through Wholesale, Retail, and Correspondent channels in addition to servicing a $26 Billion portfolio. Pacific Union Financial offers white glove service for borrowers with best to bruised credit. Visit today to see how we work hard to make mortgage easy.


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