Pacific Union Financial, a nationwide residential mortgage lender headquartered in Farmers Branch, Texas, selected Total Expert to deploy its new proprietary marketing operating system (MOS), EXPmarketing, the company announced in a release.
The first enterprise-grade marketing operating system specifically for regulated financial institutions, Total Expert will empower Pacific Union Financials 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,” Pacific Union Financial Chief Marketing Officer Jim McDonald said in the release. “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.”
Pacific Union Financial’s Warren Little, the company’s chief technology officer, indicated that the search for a partner to provide the necessary tools to meet everyone’s needs was both thorough and successful.
“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,” Little said. “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.”
And such maneuvers have led to a very favorable company catch-phrase in “Be a rock star.”
“We love that mantra at Pacific Union,” Total Expert Chief Executive Officer and founder Joe Welu said. “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.”