FinTech software doesn’t suffer from a supply-and-demand problem. There are dozens of powerful, innovative tools and technologies that modern financial institutions can leverage to simplify and streamline their operations, lead management, sales outreach, and marketing campaigns.
The challenge is identifying which solutions best meet your organization’s needs and creating a tech stack that’s free from redundancies and excessive strains on your budget. That’s why we created the Total Expert Marketplace: to help you search, select, and secure the integrations you need to get the most out of your tech stack.
What is the Total Expert Marketplace?
The Total Expert Marketplace is designed to be a one-stop digital shop that features easy-to-integrate technologies at every stage. Our goal is to help financial institutions of all sizes find innovative tech solutions that expand and enhance their existing investment in the Total Expert platform. Every partner in the Total Expert Marketplace is carefully chosen to provide out-of-the-box integrations that users can leverage quickly to deliver the experiences their customers deserve. This a la carte approach allows each Total Expert customer to implement only the solutions they need as their business grows, making it effortlessly scalable and ensuring compliance at every turn.
We also invite Marketplace Partners to collaborate with the Total Expert team to ensure that every integration with the Total Expert platform provides the frictionless functionality our customers need to deliver the perfect financial journey and maximize the lifetime value of every customer or member.
Who are the Total Expert Marketplace Partners?
Capacity
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 searching and creating contacts, adding notes, and more—all through chat or text.
Adwerx
Adwerx is an industry-leading digital advertising automation platform that provides personalized, hyper-targeted, and fully automated digital advertising solutions for mortgage lending companies and their top loan officers. Adwerx provides an easy-to-use, affordable advertising solution that exposes your brand to new audiences and deepens relationships with your most valuable contacts.
InGenius
Simplicity in a complex business: Multiply your growth through actionable intelligence in mortgage recruiting and overall mortgage market analytics.
Verse.AI
Verse.ai is a powerful two-way conversation platform that combines AI with SMS to enable compliant, scalable, and customizable automated texts that drive real results. Their solution helps mortgage and financial services businesses accelerate revenue growth by actively engaging and converting leads while simultaneously assisting with cutting costs by streamlining operations, reducing operational spending, and enhancing efficiency.
DirectMailers
Dynamic direct mail marketing delivers a targeted marketing strategy that allows you to send personalized mail pieces directly to customers or prospects. This can all be done automatically by interacting with Total Expert’s journey automation. By leveraging the DirectMailers creative team and delivery best practices, you will be able to automate personalized, compliant mailings that can be tracked for delivery and engagement to drive better ROI out of your direct mail campaigns.
Experience.com
Experience.com is a pioneering SaaS platform with top-tier AI-powered solutions for online reputation and experience management. They drive enhanced online visibility and boost customer and employee engagement. The integration with Total Expert empowers customers to convert data insights into immediate, actionable improvements that elevate customer satisfaction, foster brand loyalty, and enhance their online reputation.
Birdeye
Birdeye is the leading reputation, social media, and customer experience platform for local businesses and brands. Over 150,000 businesses use Birdeye’s all-in-one platform to effortlessly manage their online reputation, grow their social presence, connect digitally, and improve customer experiences.
Clever
Clever leverages its premier agent-matching technology, data insights, and network of realtors to simplify the mortgage process using its engagement suite, rewards ecosystem, and home concierge to help businesses grow and enhance borrower engagement.
What do our partners think about the Total Expert Marketplace?
Adwerx
“Adwerx and Total Expert have been collaborating closely for years. So, when the opportunity to officially join the Total Expert Marketplace came up, we eagerly embraced it. Our regular team meetings provide invaluable insights and generate real opportunities for existing and potential customers. Together, we enhance our service to customers, ensuring they maximize the value of both platforms.”
– Dan London, Adwerx Chief Marketing Officer
DirectMailers
“We are thrilled to be part of Total Expert’s Marketplace to help more organizations see the power of multi-channel direct mail marketing. We have been servicing the mortgage and banking industry for the past three decades, and partnering with Total Expert has enabled us to help more lenders see how direct mail can support marketing, from opted-in leads to closing more funded loans.”
– Richard Irwin, DirectMailers Chief Executive Officer and Founder
What are our customers saying about the Total Expert Marketplace?
Fairway Independent Mortgage Corporation
Fairway combines Total Expert’s Credit Inquiry Alerts with their DirectMailers integrations to ensure they provide a Firm Offer of Credit (FOC) to every contact they monitor for credit inquiry activity. Financial institutions are legally required to provide an FOC via traditional mail or email within a specific timeframe once an alert has been delivered for any credit inquiries pulled through a credit bureau.
The DirectMailers integration allows Fairway to automatically deliver personalized FOC postcards whenever they receive a credit inquiry alert.
“The integration was easy and seamless. We worked with Total Expert directly to implement, and we were up and running quickly. Leveraging the Total Expert + Direct Mailers integration has freed up time for our team, and we no longer have to manage the process manually. Additionally, we are impressed with how easy it is to customize the postcard to ensure it reflects our needs.”
– Jaci Betor, Fairway CRM Solutions Architect
