DESIGN STUDIO
Self-Service Design Suite to Create Compliant, Dynamic, Data-Rich Marketing Assets
Total Expert Design Studio brings the convenience and usability of point-and-click design tools to regulated financial services organizations. Now, anyone can create compelling, compliant, branded marketing materials with a design suite that’s purpose-built for modern banks, credit unions, and lenders.
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ENTERPRISE-LEVEL DESIGN SOLUTIONS
Democratize and decentralize content creation
Unlike horizontal solutions that lack the ability to pull in dynamic, data-rich content, Total Expert Design Studio gives enterprise designers and administrators the ability to create and manage pre-built templates that sales and marketing teams can personalize to forge deeper relationships with customers while ensuring brand and regulatory compliance.
Design tools that anyone can use
Give your designers and marketing administrators the freedom to create and manage customized collateral templates without the cost or complexity that comes with traditional design software.
Total Expert Design Studio provides royalty-free images, videos, gifs, music, AI features, and more to provide limitless design options and speed to market.
Total Expert Design Studio provides royalty-free images, videos, gifs, music, AI features, and more to provide limitless design options and speed to market.
InDesign uploader
Reduce time-consuming, redundant marketing requests with an InDesign uploader that quickly converts external InDesign files into dynamic templates for your team to customize.
Point & click personalization
Total Expert Design Studio pulls in data-rich content from a user’s profile in the Total Expert platform, giving bankers and loan officers the ability to personalize each piece of collateral with just a few clicks—no design skills required.
Sales collateral
Automatically populate a user’s contact info, license numbers, headshot, and other personal branding elements from their Total Expert profile.
Products & services collateral
Map text and images to be replaced with dynamic data including MLS listings, testimonials, rate scenarios, partner profiles, and more.
WHY TOTAL EXPERT
We're more than a platform. We're a partner.
Ensuring brand and regulatory compliance is a constant challenge for enterprise customers with decentralized teams. But Total Expert Design Studio allows designers and administrators to lock down specific layers within each template, including text boxes, logos, fonts, colors, imagery, disclaimers, licensing, and more to keep your end users from going rogue when creating collateral.
Multiple locking options are available to give you greater control over what content other users can modify.
Multiple locking options are available to give you greater control over what content other users can modify.
Warning lock
If an image or text box is not customized by the user, this will notify them to double-check that the unchanged content meets their needs
Text-in-place lock
The user can edit content but not move it within the template
Move lock
The user can move and resize the content but not make edits
Admin lock
Content can only be unlocked by admins
Gray lock
Content can be unlocked by the user
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Partners
Purpose-built partnerships that deliver impact
Total Expert partners with over 70 leading finacial services organization and technology providers to help our customers build the tech stack they need to drive growth and build relationships.
Meet our partners
EXPERT PARTNER NETWORK
Transformational Mortgage Solutions
Transformational Mortgage Solutions (TMS) is a management consulting firm that provides a full range of advisory services to owners and “C-Level” executives of mortgage lenders of all sizes. This includes banks, credit unions, independent mortgage bankers as well as companies that provide financing, technology solutions or other services to mortgage lenders. TMS’s advisory services are provided via consulting, executive coaching and communications.
EXPERT PARTNER NETWORK
The Mortgage Collaborative
The Mortgage Collaborative is a growing member network comprised of independent mortgage banking companies, banks, credit unions, and mortgage service providers all working together to improve their business and the mortgage industry.
EXPERT PARTNER NETWORK
The Client Cube
The Client Cube is a full-service marketing, branding, staffing, and advertising agency. They provide mortgage lenders, financial services, and real estate clients with industry-specific services including CRM administration, tech stack development, technology implementation, copywriting, content creation, graphic design, animated video production, loan officer sales training and support, social media content creation, brand refresh, and more.
EXPERT PARTNER NETWORK
Stratmor
STRATMOR is the most trusted consulting firm in the mortgage industry, providing candid, date-driven advice that drives positive change in their clients’ organizations.
EXPERT PARTNER NETWORK
NAFCU
NAFCU is a direct membership association for federally insured credit unions. They are committed to representing, assisting, educating, and informing their members to help them grow. NAFCU focuses on strengthening credit unions by providing the best federal advocacy, education, and compliance assistance in the industry.
BECOME A PARTNER
Help us transform the relationships between financial institutions and the people they serve
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Learn how you can get your platform in front of Total Expert’s tech-savvy customers and help them create a more complete technology solution.
Become a partner