Why Partner with Us
Reach New Audiences and Propel Your Growth
The Expert Partner Network connects our customers with a curated network of technology and service partners—all without leaving the Total Expert platform. If your company offers solutions that help financial institutions grow, engage with consumers, or streamline their workflows, we'd love to meet you!
Become a partner
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Benefits
Why join the Expert Partner Network
Drive growth
Total Expert is the foundational technology for over 200 modern lenders, banks, credit unions, and insurance companies. 1 out of every 3 mortgages in the U.S now flows through Total Expert.
Build your brand
We regularly promote our Expert Partner Network partners through our primary marketing channels to help widen your brand's reach and awareness, and position you as a market leader.
Spark innovation
Working with the most influential and fastest-growing financial organization in the country will provide the critical user feedback you need to build the best possible technology solutions.
BECOME A PARTNER
The Total Expert partner ecosystem
We’ve created our partner ecosystem to help you create a technology stack that serves your teams, your organization, and your customers or members—all while minimizing the redundancies of overlapping solutions.
PARTNER ECOSYSTEM
One platform. Endless possibilities.
Help us create a dynamic partner ecosystem that helps financial institutions build tech stacks that support their teams, their organization, and their customers across every financial milestone.
Industry strategy partners
Meet our trusted partners who provide unparalleled industry insights and best practices to help Total Expert customers drive growth and maximize ROI.
Integration partners
Create seamless user experiences and tap into the full power of your tech stack with our library of over 55 industry-leading integrations.
System Integrators
Our system integrator partners play a critical role in implementing and optimizing Total Expert solutions at organizations across the U.S.
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
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EXPERT PARTNER NETWORK
SocialCoach
SocialCoach is a social selling automation platform that gives every rep on your team done-for-you tools for creating polished videos, a library of pre-approved content, and automated scheduling — all within a compliance workflow that keeps leadership in full control. No more inconsistent posting, no more brand risk, and no more leaving pipeline on the table.
EXPERT PARTNER NETWORK
Gift Homie
Gift Homie makes it easy to automatically send thoughtful, personalized gifts throughout the borrower journey. Through our integration with Total Expert, loan officers can choose which milestones automatically trigger a gift and what gets sent, whether it’s a handwritten note early in the borrower journey, a personalized closing gift, or a thoughtful gift for a birthday or loan anniversary. With flexible gift options, personalization, and price points, you can create a gifting journey that feels uniquely yours. Once set up, gifting happens automatically, helping you stay top of mind, strengthen relationships, and drive referrals without adding extra work for you or your team.
EXPERT PARTNER NETWORK
Insyde AI
Insyde AI empowers mortgage and financial institutions with intelligent, secure, and intuitive AI solutions. They deploy intelligent GPT Assistants that deliver instant answers, automate routine tasks, and accelerate revenue through simple natural language prompts within existing tools.
EXPERT PARTNER NETWORK
Cordless
Cordless helps lenders stop losing repeat and referral business to the competition. Through real-time home-shopping activity across thousands of the web's leading real estate sites, Cordless flags which of your past customers are actively house-hunting again — often before they've applied for a new mortgage anywhere. Loan officers get early, actionable alerts so they can re-engage the right borrower at exactly the right moment to help you generate new deals from your own database.
partner with us
Join the Total Expert partner ecosystem
Help us empower modern financial institutions to deliver the experiences, the guidance, and the outcomes that customers deserve.