Partners and Integrations
We #MoveFastAndInnovate with best-of-breed partners
World-Class Innovation Starts with Best-in-Class Partnerships
At Total Expert, we partner with the most innovative companies because we know that a strong and vibrant partner ecosystem is critical to keeping the customer at the center of everything we do. Our diverse, trusted set of partners serve customers of all sizes in the financial services industry. And when you join one of our partner programs, you’ll get exclusive benefits – including sales and marketing support and technical enablement – to help you truly transform the way your financial brand works.
Total Expert Technology Partners provide customers with an ecosystem of proven fintech products, services and high-quality integrated solutions that customers can trust to help them succeed.
BeSmartee develops automated mortgage origination software they private label and license to lenders. By utilizing artificial intelligence, BeSmartee’s process enables lenders to take their borrowers from the initial contact into underwriting in 20 minutes with a complete loan application, credit report, income/asset documents, eSigned/eDelivered disclosures and paid appraisal. Founded in 2007 with headquarters in Huntington Beach, Calif., the BeSmartee team has worked on the front- and back-end of mortgage originations for over a decade, applying their knowledge to develop a truly unrivaled user experience, with an array of tools and features catering to the specific needs of lenders and their customers.
Founded in 2012 by three Palantir-alums, Blend sells white-label mortgage technology to banks and other lenders. By bringing the application process to the cloud and directly connecting to information sources, Blend cuts down the time and the expense of originating a mortgage.
BombBomb helps sales professionals of all kinds build trust, convert leads and generate referrals with simple video messages in email, text and social media. Ranked #665 on the Inc 5000, the software company was founded in 2006 and is headquartered in downtown Colorado Springs, Colorado.
Calyx Software is a provider of innovative solutions to help streamline and simplify all phases of the loan process. The company’s loan origination software offerings include Point® and PointCentral® for banks, credit unions, mortgage bankers and brokers; INK-it®, a secure electronic signature solution; WebCaster®, a website development tool; and Zip™, the most affordable, easy-to-use loan interview conveniently accessible to borrowers via a personalized URL.
Cloudvirga’s digital mortgage point-of-sale (POS) software, powered by the intelligent Mortgage Platform®, uniquely combines a world-class borrower experience with a truly automated lender workflow that radically cuts overall loan costs, increases transparency and reduces the time to close a loan. Founded by top fintech veterans with a track record of building successful mortgage technologies, Cloudvirga’s customer base includes eight of the top 40 non-bank mortgage originators. To date, Cloudvirga has raised over $77 million from some of the country’s top lenders and private-equity firms.
Compass Analytics is an innovator in the FinTech industry and a leading provider of pricing technology to lenders. Compass develops cutting-edge analytics and offers advisory and active risk management services to mortgage bankers, traders, investors and banks. Compass Analytics’ platform is revolutionizing the way home loans are formed and sold through the use of innovative real-time technology supported with services, expertise and guidance. Compass’ suite of tools includes CompassPoint™, CompassPPE™, CompassBid™, CompassDirect™ and CompassCommit™.
Domo’s mission is to be the operating system for business, digitally connecting all your people, your data and your systems, empowering them to collaborate better, make better decisions and be more efficient, right from their phones. Domo works with many of the world’s leading and most progressive brands across multiple industries including retail, media and entertainment, manufacturing, finance and more. For more information about Domo (Nasdaq: DOMO), visit www.domo.com.
eEndorsements provides a review marketing software, enabling you to get customer reviews easily, control content and build instant trust with new clients
Ellie Mae is a leading provider of innovative on-demand software solutions and services for the residential mortgage industry. Ellie Mae’s end-to-end Encompass® mortgage management solution provides one system of record that allows banks, credit unions and mortgage lenders to originate and fund mortgages and improve compliance, loan quality and efficiency.
Facebook is an American online social media and social networking service company based in Menlo Park, California.
Financial institutions and independent mortgage bankers are challenged to deliver a more efficient lending process and compelling borrower experience. Manual processes are cumbersome and prone to error and there are countless compliance rules for you to consider. Our approach simplifies and dramatically improves the consumer and end-user experience.
A key add-on component of Mortgage Director is OriginateSM Mortgages from Fiserv, a personalized, self-service digital channel experience that empowers customer engagement with a unique consumer portal. Driven by data and automation to reduce the friction customers experience today, Originate Mortgages enables your customers to engage in intelligent, collaborative experiences that include a personal and simplified information-gathering process, comparison and selection of loan program and rate options, and important milestones such as automated loan decisions, delivery of important initial documents and disclosures, digital signatures capabilities and loan team communication.
But it’s not enough just to have a great consumer experience. If there’s not a strong connection between your digital borrower experience and your back-end user experience, you’re losing efficiency. As your single source provider, Fiserv brings all those components together. We’re able to eliminate the vendor oversight, the vendor risk and the due diligence that’s required when there are multiple parties to manage.
Formerly known as PC Lender.
Google LLC is an American multinational technology company that specializes in internet-related services and products, which include online advertising technologies, search engine, cloud computing, software and hardware. It is considered one of the Big Four technology companies, alongside Amazon, Apple and Facebook.
LBA Ware is a software development company driving innovation in mortgage lending and banking operations. Our mission is to provide mortgage lenders and bankers with software that optimizes their business process.
Our software applications – CompenSafe and LOS Talker – are engineered based on a fundamental understanding of our clients’ needs. The key to each application is their ability to automate a proven business process that is generally manual and without existing software solutions. They leverage automation to ease the pain points of manual dual data entry, empowering lenders to maximize their productivity and operational efficiency.
Lead generation technology and marketing solutions to help loan officers convert more leads. leadPops’ tools sit on a loan officer’s website to convert anonymous web visits into qualified leads by optimizing websites, marketing solutions and lead funnels.
LendingQB powers your mortgage lending with a true SaaS, browser-based Loan Origination System. LendingQB modernizes your operations and provides open API integrations to more than 300 different vendors and services, allowing you to build a digital mortgage solution that meets your unique needs.
From digital Point of Sale to eMortgages, LendingQB is leading the way to the next generation of mortgage lending by putting the power of LOS technology in your hands.
LinkedIn is an American business and employment-oriented service that operates via websites and mobile apps. Founded on December 28, 2002, and launched on May 5, 2003, it is mainly used for professional networking, including employers posting jobs and job seekers posting their CVs.
In fact, the power of human relationships is core to how Maxwell builds its software. That’s why more than 150 lending institutions across the U.S. have partnered with the company to provide the ultimate borrower experience. In 2018, Maxwell released its new technology, ApplyID API, which enables lenders F1 and user networks to pre-populate loan application data and develop new customer intelligence capabilities, irrespective of a POS or LOS. This new experience enables users of all sizes to drastically streamline the lengthy loan application process, enabling lenders to close loans more than 45 percent faster.
Barry Habib is an American Entrepreneur and frequent Media resource for his Mortgage and Housing expertise. Barry has had a long tenure with monthly appearances on CNBC and FOX.
Barry is the CEO of MBS Highway; a company and platform created to help mortgage professionals and Real Estate Agents articulate the opportunity in the housing market for their clients, along with a better understanding of the interest rate environment.
Barry Habib was just named the top Real Estate forecaster by Zillow and Pulsenomics and has been presented with the Crystal Ball Award for the most accurate Real Estate forecasts out of 150 of the top economists in the US.
Barry has had many successful businesses that he has founded, grown, and sold. This includes the Mortgage Market Guide, Healthcare Imaging Solutions, and Certified Mortgage Associates. During Barry’s mortgage sales career, he was recognized for having the highest annual origination production in the US on two occasions. Barry personally originated over $2 Billion dollars in mortgage loan production over his career.
He is also the Lead Producer and Managing Partner for “Rock of Ages” – a Broadway musical theatrical production. The musical was released as a major film starring Tom Cruise, in which Barry played the part of the record producer.
For over 20 years, Barry is a well-known professional speaker on the financial and Real Estate markets.
Mortech supplies thousands of mortgage professionals with a number of services and tools, such as all-in-one pricing, rate notification, prospect management tools, custom rate sheets, loan product eligibility, and guideline services. Founded in 1987, Mortech is based in Lincoln, Nebraska and is owned and operated by Zillow Group, Inc. (NASDAQ:Z and ZG).
The Mortgage Coach suite of enterprise online and mobile applications enhance the conversation between the borrower, mortgage professional, and Realtor, enabling a confident mortgage decision. Thousands of banks and lenders rely on Mortgage Coach to turn borrower education into a competitive advantage. With Mortgage Coach technology, financial and real estate professionals provide clearly illustrated mortgage options with detailed financials, charts, video narration and live updates on any device, ensuring an informed home loan choice.
Delivering true digital experience to lenders Wipro Gallagher Solutions empowers today’s lender with a powerful and innovative digital origination solution.
Built by lending and technology experts with more than 35 years of experience, Wipro Gallagher Solutions’ NetOxygen loan origination solution is an award-winning digital mortgage solution that provides automation, smart configuration and seamless access to emerging digital tools, enabling you to be ready for the ‘next-generation’ lending.
With NetOxygen, lenders can experience a true digital mortgage solution that processes loans faster, with improved customer satisfaction, while achieving profitable business results.
Office 365 is a line of subscription services offered by Microsoft as part of the Microsoft Office product line.
Okta, Inc. is a publicly traded identity and access management company based in San Francisco. It provides cloud software that helps companies manage and secure user authentication into modern applications and for developers to build identity controls into applications, website web services and into devices.
Optimal Blue provides the mortgage industry’s leading enterprise product and pricing engine, sophisticated secondary marketing workflow tools, a real-time hedging platform and data analytics — solutions that help lenders maximize efficiency and profitability while reducing risk. The company designs and operates the largest SaaS-based network for investors and lenders and surrounds this network with solutions for best execution, loan quoting to 99.999+ percent accuracy, pricing distribution, profitability and compensation administration, pipeline risk management and competitive analysis. Based in Plano, Texas, Optimal Blue technology connects hundreds of investors with more than 1,500 financial institutions and currently prices nearly one of every four mortgage loans originated nationally.
The ReverseVision team is chock-full of experts in their field. From Reverse Mortgage specialists, product designers, engineers, sales managers to marketing — our team is poised to help you succeed.
More originators and lenders chose RV Exchange (RVX) to originate, close and sell loans than any other system. We work to improve our existing products and focus on the future with our new product designs.
We want to help you grow your business and prove it by partnering with clients to attract to leads. Our knowledgeable support team ensures all tech questions are handled in a courteous and timely manner.
Founded by consumers looking for a better way to buy a home, Roostify leads the industry in delivering accelerated and transparent digital lending experiences, processing over $15 billion a month in loans. From enterprise banks to independent mortgage lenders, lenders across the United States rely on Roostify to speed up closings, reduce risk and unnecessary work and improve their customers’ lending experience. The company’s highly secure, future-proof lending platform is trusted by some of the world’s largest lenders. For more information, please visit roostify.com.
Sales Boomerang, the first fully automated borrower intelligence software that tells lenders when a prospect or past customer is ready for a loan. In just 14 months, they have discovered more than $6.28 billion in missed loan volume for more than 40 of the top lenders in the industry and are on track to quadruple their customer and staff size by the end of 2019.
SimpleNexus is the digital mortgage platform that enables lenders to originate and process loans from anywhere. The company’s best-in-class, easy-to-use app connects loan officers to their borrowers and real estate agents to easily communicate and exchange data in a single location throughout the entire loan life cycle. Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals and sign disclosures – all on the go.
SocialSurvey helps companies create WOW experiences by measuring customer and employee sentiment while automating workflows. SocialSurvey turns the true voice of the customer into the #1 ROI. This translates into process improvement, social sharing, third-party reviews, automating complaint resolution, new business creation and recruiting success.
Stripe is a technology company based in San Francisco, California. Its software allows individuals and businesses to make and receive payments over the Internet. Stripe provides the technical, fraud prevention and banking infrastructure required to operate online payment systems.
Twilio is a cloud communications platform as a service company based in San Francisco, California. Twilio allows software developers to programmatically make and receive phone calls, send and receive text messages and perform other communication functions using its web service APIs.
Twitter is an American online news and social networking service on which users post and interact with messages known as “tweets.” Tweets were originally restricted to 140 characters, but on November 7, 2017, this limit was doubled to 280 for all languages except Chinese, Japanese and Korean.
Join One of Our Partner Programs
Integrate your product or service with the Marketing Operating System and join an ecosystem of proven products and high-quality integrated solutions.
Expand your revenue and customer relationships by referring your contacts in the financial services industry and registering deals.
Total Expert Industry Affiliations are 100 percent focused on their members and providing them best-of-breed tools, solutions and platforms that accelerate their business and drive revenue. These programs are trusted groups, associations and cooperatives of experienced professionals from the financial services industry.