Industry-Leading Innovation Starts with Intentional Partnerships

Birdeye is the leading AI-powered reputation management and customer experience platform for multi-location brands. Over 150,000 businesses and financial institutions use Birdeye to manage online reputation and social media, connect with prospects through digital channels, and gain customer experience insights to outperform the competition and thrive. Birdeye’s powerful integration with Total Expert allows mutual clients to create a unified marketing experience, automate workflows, and effortlessly scale growth.

Blend is a point-of-sale solution that allows users to invite their contacts to apply for a loan. The integration provides a seamless user experience, keeps loan officers updated about application status, and enables marketing automation to transform the banking experience.

BombBomb provides a compliant video solution that scales with your company, creating a low-effort, high-impact way to differentiate your organization through your most valuable asset—your people. BombBomb lets you record and share personal videos through Total Expert to help drive more applications, realtor referrals, and business from past clients.

Box+Bestow is a leading provider of mortgage gifting solutions designed to help brands foster strong & lasting relationships with their clients. Box+Bestow’s integration with Total Expert allows Loan Officers & Marketers to create a personalized experience for customers at scale. Box+Bestow blends sophistication & thoughtfulness, leaving a lasting impression that aligns perfectly with Total Expert's focus on superior customer engagement.

CU 2.0 is a digital consultancy and marketing agency with a mission to increase credit union market share through partnerships. They bring experience, passion, and a can-do attitude to the technology side of the credit union industry. They understand the importance of the credit union mission, community finance, and democratizing access to opportunity.

Calyx provides loan origination and processing efficiencies allowing users to close more loans. The integration with Total Expert helps shorten your time to close by streamlining, integrating, and optimizing every phase of the loan process.

Capacity is a support automation platform that uses AI to answer questions and automate repetitive tasks. The Total Expert integration allows users to perform various functions from Total Expert, like search contacts, create a contact, add a note, and more, through chat or text.

Cardtapp is an omnichannel marketing solution that allows users to launch marketing campaigns, streamline sales processes, and expedite follow-up with ease. The integration with Total Expert provides one-way lead insertion, bi-directional contact sync, and enriches contact data.

Clever Pro is a key pillar of Clever Real Estate—the premier agent-matching service that has saved consumers over $160 million in real estate fees. Clever Pro leverages its technology, data insights, and network of top Realtors to simplify the mortgage process. Working with lenders, servicers, and credit unions, Clever Pro empowers them with a suite of services, including the engagement suite, rewards ecosystem, and home concierge. These solutions enable mortgage businesses to grow, convert leads, enhance borrower loyalty and engagement, and close more loans with ease.