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Lender finds success using Total Expert’s Marketing Operating SystemTM after implementing two other solutions that failed to meet their needs

July 10, 2018 – MINNEAPOLIS, MN –  Intercoastal Mortgage, a full service mortgage lender ranked among the top lenders in the greater Washington DC area, selected the Total Expert Marketing Operating SystemTM (MOS) in Q3 2017 to power their marketing and sales initiatives while ensuring compliance with complex regulations.

“Since implementation in January, the Total Expert Marketing Operating System has propelled our sales and marketing efforts while ensuring we abide by industry regulations,” said Tom Pyne, President & COO at Intercoastal Mortgage. “The platform has positioned us for growth by enabling personal branding within the enterprise and encouraging co-marketing. This will differentiate our loan officers’ marketing efforts to borrowers and referral partners. After implementing two other solutions, we are extremely satisfied with the Total Expert MOS and consider them a true technology partner.”

With the first enterprise-grade MOS specifically for financial services organizations, Total Expert empowers loan officers to grow their personal brand within the enterprise while seamlessly maintaining company brand standards and ensuring compliance with complex regulations. Total Expert has enabled Intercoastal’s loan officers to easily co-market with referral partners using professional marketing materials available on demand.

“We are proud to partner with Intercoastal Mortgage to accelerate their sales and marketing efforts,” said Joe Welu, Total Expert founder and chief executive officer. “Our innovation is inspired by working alongside customers like Intercoastal as they support their loan officers in building personal brands within the enterprise, creating customers for life and navigating their digital transformation journey.”

Read more about Intercoastal Mortgage’s journey with Total Expert: Intercoastal Mortgage: Finding the Right Level of Collaboration with Total Expert.



Intercoastal Mortgage was founded in 1987 as a full service mortgage lender. Their mission is to provide financing for all types of residential mortgage transactions. For the past three decades, Intercoastal has consistently ranked among the top mortgage lenders in the greater Washington DC area. Intercoastal is licensed in Delaware, District of Columbia, Florida, Georgia, Maryland, North Carolina, Pennsylvania, South Carolina, Tennessee, Virginia and West Virginia. For more information, visit Intercoastal Mortgage Company | NMLS ID # 56323 ( | Equal Housing Lender


Total Expert is a software-as-a-service (SaaS) company that provides the first modern, web-based, enterprise-level marketing and sales software solution built specifically for mortgage and financial services. Eight of the top 15 mortgage lenders in the country use Total Expert. Total Expert ensures that marketing, compliance, and sales are aligned in a single system of record, and provides tools including marketing, co-marketing and CRM. Every marketing asset ever created, downloaded, or deployed is tracked with on-demand audit level reporting. The highly flexible, profile-based architecture provides precise permission controls and hierarchy settings for endless custom reporting and analytics options based on the unique preferences of the organization. For more information, visit