Compliance Management

Centralize marketing compliance management and reporting in one solution—to better help meet regulatory requirements with RESPA, TCPA, CPPA, CAN-SPAM and more.

Disclaimer Management

Manage disclaimers and footers in one place—automatically updating content with the most recent information for continued compliance.

Reduce risk by establishing clear and easy-to-follow approval workflows before sharing with leads, partners, and customers.

Create an easy-to-track audit trail to know who reviewed content and provided final approval before distribution.

Build, store, and export comprehensive audit reports that include every marketing and co-marketing asset shared with leads and customers.

Simplify co-marketing with the ability to create print marketing materials in line with RESPA by tracking down to the pixel.

Ensure co-marketing assets adhere to RESPA with the ability to establish pro-rata cost splits down to the pixel to manage billing within the system.

customer testimonial

Civic Financial Services

“With Total Expert, we are able to leverage pre-approved custom templates for things like customizable flyers with an established approval process for changes. “The addition of compliance management –both for our brand standards and regulatory requirements – has made it a lot easier for us to support our account executives.”

Carolyn Pham
Marketing Program Manager, Civic Financial Services

Deliver the total experience, every time–with Total Expert.