Alerus Financial Selects Total Expert to Personalize and Automate Marketing at Scale

Alerus Financial Selects Total Expert to Personalize and Automate Marketing at Scale

Total Expert will empower loan officers to stay front and center with customers creating customers – for life

Alerus Financial Corporation, a full-service residential mortgage banker, has selected the Total Expert Marketing Operating System® (MOS) to elevate marketing and sales efforts and create customers for life. Alerus, a leading mortgage lender in the Twin Cities will leverage Total Expert to tap into their existing database to deepen customer, prospect and partner relationships.

“The intelligence-driven automation within the Total Expert MOS will empower our loan officers (LOs) to deploy relevant, consistent messages throughout the duration of the loan process and enhance their relationships with co-marketing partners,” said Lori Day, SVP/Director at Alerus. “The depth of content readily available to our LOs will allow Alerus to establish unbeatable brand standards and deliver personalized content to the consumer at the right time. Total Expert enables our LOs to provide a seamless customer experience and expand their business.”

The Total Expert MOS will accelerate productivity and empower Alerus’ LOs to effortlessly create personalized customer journeys from first engagement to post-close to customer for life. Producers will be able to deploy multi-channel marketing with built-in automation to capture the trust of the consumer and keep them coming back for life.

“There is a renewed focus in the financial services industry to leverage data, technology, personalized messaging, and local marketing efforts to improve the customer journey,” said Sue Woodard, Chief Customer Officer at Total Expert. “We are proud to welcome Alerus to the Total Expert family and we look forward to partnering with them to empower their loan officers to deliver the right message at the right time to the right person, cultivating trusted client relationships that will last a lifetime and in turn, grow their bottom line.”


Alerus Financial Corporation, through its subsidiaries Alerus Financial, N.A. and Alerus Securities Corporation, offers business and consumer banking products and services, residential mortgage financing, wealth management services including trust, brokerage, executive insurance, and asset management, and employer-sponsored retirement plan administration and employer sponsored services including payroll, health savings accounts, flexible spending accounts, health reimbursement arrangements, and COBRA administration. Alerus Financial banking and wealth management offices are located in Grand Forks and Fargo, N.D., the Minneapolis-St. Paul, Minn. metropolitan area, Duluth, Minn., and Scottsdale and Mesa, Ariz. Alerus Retirement and Benefits administration offices are located in St. Paul, Minn., Albert Lea, Minn., East Lansing and Troy, Mich., and Bedford, N.H.


Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. For more information, visit

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