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.

How We’re Different

Dynamic Disclosure Library

Create a centralized library to store footers and disclaimers to meet brand and regulatory compliance requirements.

Co-Marketing Compliance

Focus on building partner relationships and let our platform manage co-marketing compliance–with tracking down to the pixel.

On-Demand Reporting

Get the insights you need, right when you need them–into approval workflows, audits trails, and overall compliance.

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.


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.