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
Tiff's Treats
Tiff’s Treats helps brands create unforgettable customer experiences through thoughtful gifting. This integration with Total Expert allows mortgage professionals to trigger automatic cookie deliveries at key moments—closings, anniversaries, birthdays, or on demand—directly within the platform. With affordable pricing, nationwide delivery, and premium packaging, Tiff's Treats makes it easy to stand out, drive referrals, and build long-term loyalty without adding operational overhead.
EXPERT PARTNER NETWORK
Transformational Mortgage Solutions
Transformational Mortgage Solutions (TMS) is a management consulting firm that provides a full range of advisory services to owners and “C-Level” executives of mortgage lenders of all sizes. This includes banks, credit unions, independent mortgage bankers as well as companies that provide financing, technology solutions or other services to mortgage lenders. TMS’s advisory services are provided via consulting, executive coaching and communications.
EXPERT PARTNER NETWORK
The Mortgage Collaborative
The Mortgage Collaborative is a growing member network comprised of independent mortgage banking companies, banks, credit unions, and mortgage service providers all working together to improve their business and the mortgage industry.
EXPERT PARTNER NETWORK
The Client Cube
The Client Cube is a full-service marketing, branding, staffing, and advertising agency. They provide mortgage lenders, financial services, and real estate clients with industry-specific services including CRM administration, tech stack development, technology implementation, copywriting, content creation, graphic design, animated video production, loan officer sales training and support, social media content creation, brand refresh, and more.
BECOME A PARTNER

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

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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.
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