Xcout Intel
TOTAL EXPERT, INC.
Total Expert provides a customer operating system and software platform designed for financial institutions such as mortgage lenders, banks, credit unions, and insurance companies. The platform combines customer insights, artificial intelligence, marketing automation, and sales productivity tools to help teams manage customer relationships and drive financial outcomes.
Subscribe to see TOTAL EXPERT, INC.’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
TOTAL EXPERT, INC. at a glance
TOTAL EXPERT, INC. is a saas company headquartered in United States. It has raised at least $6M across the 3 funding rounds on record, 2 of them with a disclosed amount. Its most recent funding round raised $3M in April 2016. Xcout tracks 6 named people at TOTAL EXPERT, INC., including Joe Welu (CEO). Xcout recorded 14 job postings from TOTAL EXPERT, INC. in the last 90 days, naming tools such as GitHub Copilot, Claude Code, GitHub.
TOTAL EXPERT, INC. leadership
- Joe WeluCEO
- Chad GaydosPresident
- John EmerickChief Financial Officer
- Ilene VogtChief Revenue Officer
- Dan CatinellaChief Lending Officer
- Rebecca MartinChief Marketing Officer
TOTAL EXPERT, INC. funding rounds
At least $6M raised across the 3 rounds on record (2 with a disclosed amount). Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $3M | — | |
| Series A | $3M | — | |
| Seed | Undisclosed | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at TOTAL EXPERT, INC.
Xcout recorded 14 job postings from TOTAL EXPERT, INC. in the last 90 days, from a hiring record Xcout has kept since August 2026.
Tools named in TOTAL EXPERT, INC.'s job postings
The weekly hiring trend, the roles and locations behind it — see TOTAL EXPERT, INC.'s hiring signals →
Tech stack
TOTAL EXPERT, INC. competitors
A few of TOTAL EXPERT, INC.'s closest competitors — see the full list of competitors and alternatives →
Examen, Inc. provides custom artificial intelligence agents designed for commercial real estate (CRE) acquisitions, investment management, and asset management teams. The company's platform integrates with existing software stacks and templates to automate tasks such as deal screening, underwriting, lease abstraction, and portfolio reporting.
Clik.ai is a software company that uses artificial intelligence to automate commercial real estate underwriting and financial analysis. Its products serve real estate lenders, investors, and finance professionals by extracting data from documents and generating or streamlining property-level models and analysis.
Kind-1 Technology Inc. develops artificial intelligence solutions and workflow systems for customer-facing platforms, aimed at improving productivity for agents and salespeople in large organizations. The company offers a product called ICONNCT, which connects home buyers and sellers with AI-certified real estate agents in real time based on availability and performance.
Lofty provides an AI-powered real estate marketing, CRM, and productivity platform for agents, teams, brokers, and lenders.
Lone Wolf Technologies is a Canadian real estate software company that provides transaction management, accounting, CRM, marketing, and brokerage-management tools. Its customers include real estate agents, teams, brokerages, and larger real estate organizations.
Get TOTAL EXPERT, INC.'s news by email
Funding rounds, acquisitions, new executives, launches and expansions, each with a two-line summary and a link to the source. One short email a day, only when there is news.
Free: up to 5 companies, daily. Subscribers also follow whole sectors and saved filters (M&A in Israel, AI funding…), get instant alerts, in-app notifications and signed webhooks, and open the full profile behind every name. Subscribe →
Something wrong or missing about TOTAL EXPERT, INC.? Suggest a correction
Share this card
Post the link and the card appears automatically — each network fetches the image itself.
More on TOTAL EXPERT, INC. in Xcout Intel
- 6 named people with titles, LinkedIn and board committees
- 3 funding rounds with the investors in each, and who they co-invest with
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access