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.
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
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.
EXPERT PARTNER NETWORK
Cotality OneHomeowner
Cotality accelerates data, insights, and workflows across the property ecosystem so industry leaders can outperform their goals and elevate their impact. Our OneHomeowner integration helps mortgage originators stay connected to their clients for life by automatically inviting customers to their Homeowner Hubs. Originators receive Insights based on customer activity in their Hubs, so they can prioritize leads and reach out with direct, personalized messaging. OneHomeowner makes it easy for originators to stay connected to their customers for the life of their loan and beyond – all within the CRM they use everyday.
EXPERT PARTNER NETWORK
Cotality Precision Marketing
Cotality accelerates data, insights, and workflows across the property ecosystem so industry leaders can outperform their goals and elevate their impact. Drawing from billions of signals across the full lifecycle of every property, we surface hidden risks and reveal transformative opportunities for brands and innovators seeking a competitive edge. Our integration helps mortgage originators drive higher lead conversion and retention by automating personalized outreach directly within Total Expert. Cotality’s data infuses daily workflows with predictive market signals, so that originators can engage every opportunity at the exact moment a prospect is ready to act.
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EXPERT PARTNER NETWORK
Covered
The digital insurance agency built for mortgage institutions. Covered was built to solve insurance pain points across the full mortgage lifecycle - from origination to refinance and servicing. The integration with Total Expert makes it easy to deliver personalized, compliant journeys designed to streamline the insurance task and improve the borrower experience.
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