COMPLIANCE
Build a foundation of trust and transparency
Manage regulatory and brand requirements with built-in compliance tools and certifications that comply with RESPA, TCPA, CPPA, and CAN-SPAM guidelines without adding work for your team.
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CREATE BETTER OUTCOMES
Proven results for lenders, banks, and credit unions
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features
Build loyalty and trust through transparency
Pre-Configured Workflows
Proven peace of mind
Take the uncertainty out of disclosures and regulatory compliance with workflows that ensure appropriate reviews and approvals before brand assets are printed, published, or distributed.
Streamlined reviews & approvals
Eliminate bottlenecks and keep projects moving forward—without skipping critical steps.
Audit & reporting tools
Maintain clear audit trails and keep track of all marketing assets with on-demand reporting
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Certifications
Industry standards come standard
Use our library of dynamic disclosure statements, co-marketing collateral, and on-demand reporting to maintain RESPA, TCPA, CPPA, and CAN-SPAM compliance.
Amazon Web Services partner
From the ground to the cloud, all data is securely stored in US-based data centers to ensure SOC2 and ISO compliance and 24/7 security.
Authorized session monitoring
We continuously assess devices, IP addresses, and user location and behavior to verify their authorization.
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MORE THAN A PLATFORM
We’re here to support your people and your goals
Tools and technology are only as effective as the people who use them. That’s why we provide dedicated support, expert guides, and education resources for every customer—all from a team that’s deeply passionate and knowledgeable about banking and lending.
Services overview
Dedicated Support
Get the help you need from our support and customer success teams.
Professional Services
Make the most of your investment by tapping into a team dedicated to your success out of the gates.
Education & Guides
Elevate your sales and marketing approach alongside a team built to ensure adoption and success.
INDUSTRIES WE SERVE
Purpose-built for modern financial institutions
Total Expert isn’t just a one-size-fits-all CRM. It’s an intelligent automation and engagement platform designed to help lenders, banks, and credit unions deepen relationships and drive growth in any market.
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Mortgage Lending
See how Total Expert helps lenders and loan officers identify opportunities, boost engagement, and win customers for life.
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Banking
Deliver the right mix of human and digital touch points and optimize every phase of the customer journey.
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Credit Unions
See how Total Expert empowers credit unions to serve and support their members throughout their financial journeys.
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Insurance
Learn how Total Expert enables insurers to create trusting relationships that grow along with customers' insurance needs.
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Let us show you how Total Expert helps drive growth in any market and win customers for life.
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