List of Total Expert Marketing Automation Customers
Minneapolis, 55416, MN,
United States
Since 2010, our global team of researchers has been studying Total Expert Marketing Automation customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Total Expert Marketing Automation for Marketing Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Total Expert Marketing Automation for Marketing Automation include: Lake Michigan Credit Union, a United States based Banking and Financial Services organisation with 1534 employees and revenues of $490.0 million, Atlantic Bay Mortgage Group, a United States based Banking and Financial Services organisation with 1030 employees and revenues of $240.0 million, Vandyk Mortgage Corporation, a United States based Banking and Financial Services organisation with 500 employees and revenues of $70.0 million and many others.
Contact us if you need a completed and verified list of companies using Total Expert Marketing Automation, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Total Expert Marketing Automation customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Atlantic Bay Mortgage Group | Banking and Financial Services | 1030 | $240M | United States | Total Expert | Total Expert Marketing Automation | Marketing Automation | 2022 | n/a |
In 2022, Atlantic Bay Mortgage Group implemented Total Expert Marketing Automation. The Marketing Automation deployment targeted mortgage loan officers and centralized automated email marketing, Journey orchestration, and compliant content management across its East Coast operations.
Total Expert Marketing Automation was configured to deliver automated email campaigns, Journey templates for onboarding and customer lifecycle orchestration, and a compliant content library with approval workflows. Configuration emphasized Journey orchestration, email personalization and scheduling, and automated onboarding Journeys to reduce manual campaign tasks.
Operational governance focused on adoption measurement and content compliance for loan officer communications, with rollout scoped to East Coast branches and loan officer teams. Atlantic Bay reported a 92% internal adoption rate and an 86% email open rate for Journey emails, and noted significant time savings from automated onboarding Journeys.
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Lake Michigan Credit Union | Banking and Financial Services | 1534 | $490M | United States | Total Expert | Total Expert Marketing Automation | Marketing Automation | 2025 | n/a |
In 2025 Lake Michigan Credit Union implemented Total Expert Marketing Automation to support borrower lifecycle engagement in its mortgage business. The deployment combined Total Expert Customer Intelligence with Journey orchestration to surface life-event alerts and automate re-engagement workflows, aligning the credit union, Total Expert Marketing Automation, Marketing Automation and mortgage lending functions.
Total Expert Marketing Automation was configured to ingest listing alerts and other event signals, enrich customer profiles with Customer Intelligence, and execute rule-based Journeys that re-engage past borrowers. Implemented functional capabilities include life-event detection, customer profile enrichment, Journey orchestration, and triggered communications that operationalize signals into repeat outreach and referral-oriented campaigns.
Operational scope concentrated on LMCU's mortgage business across the United States, with governance defined by rules-based alert thresholds and Journey trigger criteria to ensure consistent marketing actions. In a short period using the platform LMCU reported cases of re-engagement driven by listing alerts and other signals that supported repeat business and referral activity, demonstrating the platform's activation of event-driven marketing workflows.
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Vandyk Mortgage Corporation | Banking and Financial Services | 500 | $70M | United States | Total Expert | Total Expert Marketing Automation | Marketing Automation | 2023 | n/a |
In 2023 Vandyk Mortgage Corporation implemented Total Expert Marketing Automation to unify loan origination data, marketing automation, customer intelligence, and sales productivity for its mortgage lending teams in the United States. The deployment established Total Expert Marketing Automation as the primary engagement and orchestration layer for borrower personalization and realtor outreach across channels.
Configuration centered on the Total Expert Customer Intelligence + Journeys solution, which created data rich customer profiles and orchestrated automated multi channel campaigns. Implemented functional capabilities included customer intelligence, journey orchestration, segmentation and personalization, campaign automation, and sales enablement workflows to support lead to loan progression and realtor engagement.
Operational coverage targeted Vandyk's mortgage originations, marketing, and sales teams across the United States, with unified profiles and event driven triggers consuming loan origination data to drive outreach and retention activities. The platform consolidated loan origination data into Total Expert to provide a single customer view and to seed journey rules and sales follow up tasks.
The Total Expert Customer Intelligence + Journeys solution helped generate $11M in net new loan applications in six months, delivered higher borrower retention, and enabled automated multi channel campaigns that improved realtor engagement. Governance emphasized standardized segmentation and journey rules to maintain consistent borrower messaging and to align marketing and origination workflows.
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