TOTAL EXPERT IN AWS MARKETPLACE

The Purpose-Built Customer Engagement Platform

Deliver the perfect customer journey across every financial milestone with intelligent automation and data insights that fuel personalized communications.
Find Total Expert in AWS Marketplace
How It works

Total Expert + AWS

Total Expert and AWS joint customers shorten their path to ROI, increase their speed to market for Total Expert solutions, reduce implementation costs via existing AWS commitments, and enjoy consistent compliance and governance practices managed through AWS.
BENEFITS FOR AWS CUSTOMERS

More ROI. Less DIY.

Cost Savings
Streamline the procurement process, speed up legal contract reviews, and reduce due diligence costs by purchasing Total Expert directly through the AWS Marketplace.
Economies of Scale
Leverage your existing AWS spend to receive pricing perks and additional future discounts for working with AWS-listed companies.
Governance and Compliance
Simplify risk assessments by compiling necessary security and compliance information in a unified dashboard with AWS Vendor Insights.
Time to Market
Total Expert and AWS did the hard work for you. As an approved AWS Marketplace vendor, you’ll be able to access the Total Expert platform faster thanks to an efficient due diligence and procurement process.
BETTER OUTCOMES

Proven results for banks and lenders

2x
Retention rate
Reach loan retention rates of more than 60% (compared to the 18% industry average).
3x
Relationship growth rate
Personalized cross-sell campaigns help sell new products to existing customers within the first 6 months.
2x+
Increase in pipeline
Get 100% more conversions and 20% more closed loans with Customer Intelligence + Journeys, compared to other alerts and campaigns.
2x
Retention rate
Reach loan retention rates of more than 60% (compared to the 18% industry average).
3x
Relationship growth rate
Personalized cross-sell campaigns help sell new products to existing customers within the first 6 months.
2x+
Increase in pipeline
Get 100% more conversions and 20% more closed loans with Customer Intelligence + Journeys, compared to other alerts and campaigns.

Total Expert Featured on the AWS Marketplace Blog

We connected with the AWS Marketplace team to talk about connected technology ecosystems, how SaaS platforms help drive loyalty and growth, and how AWS customers can implement Total Expert faster and more affordably.
Partners

Purpose-built partnerships that deliver impact

Total Expert partners with over 70 leading finacial services organization and technology providers to help our customers build the tech stack they need to drive growth and build relationships.
Meet our partners
EXPERT PARTNER NETWORK
Gift Homie
Gift Homie makes it easy to automatically send thoughtful, personalized gifts throughout the borrower journey. Through our integration with Total Expert, loan officers can choose which milestones automatically trigger a gift and what gets sent, whether it’s a handwritten note early in the borrower journey, a personalized closing gift, or a thoughtful gift for a birthday or loan anniversary. With flexible gift options, personalization, and price points, you can create a gifting journey that feels uniquely yours. Once set up, gifting happens automatically, helping you stay top of mind, strengthen relationships, and drive referrals without adding extra work for you or your team.
EXPERT PARTNER NETWORK
Insyde AI
Insyde AI empowers mortgage and financial institutions with intelligent, secure, and intuitive AI solutions. They deploy intelligent GPT Assistants that deliver instant answers, automate routine tasks, and accelerate revenue through simple natural language prompts within existing tools.
Cordless logo
EXPERT PARTNER NETWORK
Cordless
Cordless helps lenders stop losing repeat and referral business to the competition. Through real-time home-shopping activity across thousands of the web's leading real estate sites, Cordless flags which of your past customers are actively house-hunting again — often before they've applied for a new mortgage anywhere. Loan officers get early, actionable alerts so they can re-engage the right borrower at exactly the right moment to help you generate new deals from your own database.
EXPERT PARTNER NETWORK
Tidalwave
Tidalwave is an AI-native mortgage technology platform built to automate the entire loan origination workflow — from application through close. SOLO, Tidalwave's 24/7 AI loan assistant, handles data entry, document review, and borrower communications so loan officers can focus on relationships, not paperwork. With a bi-directional Encompass integration and connections to leading verification vendors, Tidalwave reduces closing times, cuts origination costs by up to $1,500 per loan, and increases underwriter capacity by 2–3x.
BECOME A PARTNER

Help us transform the relationships between financial institutions and the people they serve

Learn how you can get your platform in front of Total Expert’s tech-savvy customers and help them create a more complete technology solution.
Become a partner