How We’re Different
Dynamic Disclosure Library
Create a centralized library to store footers and disclaimers to meet brand and regulatory compliance requirements.
Focus on building partner relationships and let our platform manage co-marketing compliance–with tracking down to the pixel.
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.
Comprehensive Audit Trails
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.
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.”
Marketing Program Manager, Civic Financial Services