Pacific Union FinancialChooses Total Expert to Power New Marketing Operating System

Nationwide lender’sEXPmarketing will empower loan officers to be ‘Rock Stars’

Pacific Union Financial, a nationwide residential mortgage lender headquartered in Farmers Branch, Texas, has selected Total Expertto deploy its new proprietary marketing operating system (MOS), EXPmarketing. The first enterprise-grade marketing operating system specifically for regulated financial institutions, Total Expertwill empower Pacific Union Financial’sRetail 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 everyday 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.”

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