Partners

Industry-Leading Innovation Starts with Intentional Partnerships

Learn how Total Expert is creating the financial industry’s most powerful customer engagement platform through our unmatched partner ecosystem and seamless integrations.
Become a partner
Partner type
Category
EXPERT PARTNER NETWORK
MoveEasy
MoveEasy is the country’s first full-service homeowner concierge platform designed to help consumers with moving and home management needs. MoveEasy’s 360-degree dashboard provides access to service providers across multiple categories, a built-in savings calculator, a concierge service, and more.
Integration
Lead Capture
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.
Industry Strategy
Credit Unions
EXPERT PARTNER NETWORK
NewZip
Newzip aims to improve conversion rates for mortgage leads by seamlessly connecting lenders and real estate agents. Tailored to Gen-Z and Millennials, Newzip integrates real estate services into the lending process, offering unique incentives like cash back at close and practical solutions for customers seeking a more streamlined digital homebuying experience.
Integration
Professional Data
EXPERT PARTNER NETWORK
Newbold
Newbold Advisors provides strategic business, technology and staffing solutions across the enterprise in financial services. Newbold takes an integrated approach to people, process and technology transformation.
System Integrators
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EXPERT PARTNER NETWORK
Office 365
Office 365 is the premier business solution platform. The integration with Total Expert allows you to view the email conversation within Office 365 and Total Expert.
Integration
Business Solutions
EXPERT PARTNER NETWORK
Okta
Okta is the leading independent identity provider. The Okta Identity Cloud enables organizations to securely connect the right people to the right technologies at the right time through secure access to platforms while ensuring those logging in are who they say they are.
Integration
No items found.
Optimal Blue
EXPERT PARTNER NETWORK
Optimal Blue
Optimal Blue is a mortgage product pricing and eligibility engine (PPE) allowing mortgage loan originators to search for offers based on a loan scenario that fits their borrowers’ needs. This search can include borrower information, loan scenarios, property details, and search criteria that make it easy to serve up the right information to the borrower based on their unique situation.
Integration
Price Engine
EXPERT PARTNER NETWORK
Own Up
Own Up is an online mortgage marketplace allowing lenders to receive exclusive leads directly to Total Expert. This integration allows borrowers to quickly evaluate the chosen lender with their associated offerings and reviews in real time.
Integration
Lead Capture
EXPERT PARTNER NETWORK
PCLender
PCLender delivers simple, elegant web-based mortgage solutions allowing users to deliver a more efficient lending process in tandem with a compelling borrower experience. The integration makes it easy to control and monitor the various steps in loan processing in a secure, paperless environment.
Integration
LOS
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Why Partner with Us

The Total Expert partner ecosystem

Total Expert is the industry’s leading, purpose-built customer engagement platform, but no single technology solution can be everything to everyone. That’s why we’ve intentionally selected partners who enable you to create a tech stack that meets your unique needs and puts your business goals in reach.
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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