Industry-Leading Innovation Starts with Intentional Partnerships

CredEvolv connects your credit-challenged clients with nonprofit, HUD-certified credit counselors to help them become mortgage-ready - often in just 3 to 5 months. Through our seamless Total Expert integration, you can refer clients in seconds and receive real-time updates directly in your CRM. Key milestones, statuses, and progress are automatically tracked. This integration gives every consumer a clear path forward, keeping more prospects in your pipeline and ultimately resulting in more funded loans.

Dynamic direct mail marketing delivers a targeted marketing strategy allows you to send personalized mail pieces directly to customers or prospects. This can all be done automatically by interacting with Total Expert’s journey automation. By leveraging our creative team and delivery best practices, you will be able to automate personalized, compliant mailings that can be tracked for delivery and engagement to drive better ROI out of your direct mail campaigns.

Evocalize's fully automated marketing platform helps LOs attract, capture, and convert local customers online without any digital marketing experience. Its patented push-button solution enables you to create high-performing demand generation programs across Google, Facebook, and Instagram, co-market with trusted real estate agents, and eliminate dependence on expensive lead portals — all in just a few clicks! Plus, every lead routes directly into Total Expert, seamlessly powering your nurture journeys. With Evocalize, you unlock scalable, collaborative marketing that boosts visibility, shortens sales cycles, and fuels your revenue growth.

InGenius data provides invaluable insights that help companies recruit producers, find and establish real estate relationships and target desired consumer segments (including LMI and MMCT). The integration with total Expert assists leadership in finding loan officers who match the strengths and goals of the company and help advance specific goals such as expansion into and increases of certain loan types, geographic areas or demographic segments. InGenius is also a powerful prospecting tool for brokers, agents, and builders.

OneSource is a free, nationwide service dedicated to simplifying the home ownership journey. We specialize in setting up essential utilities and services, saving time by eliminating the hassle of dealing with multiple providers. Enjoy exclusive offers through our network of partners and experience a hassle-free transition.

RETR provides the most accurate, up-to-date, and reliable information about real estate agents including new listings, open houses, and sales including loan and client information. With the combined power of RETR’s best-in-class business intelligence and Total Expert’s sophisticated marketing automation engine, loan officers can easily engage real estate agents at the right time across multiple channels with highly relevant and valuable information.

A Marketing Agency (AMA) delivers comprehensive solutions tailored to maximize Total Expert’s capabilities. With a focus on CRM implementation, end-user training, LO services, marketing consulting, and long-term admin services, AMA helps businesses streamline processes, enhance engagement, and achieve long-term growth. Together, we turn challenges into opportunities for success.

Active Directory is an identify management platform that allows your organization to utilize seamless single sign-on functionality with Total Expert.

ACUMA is an organization of and for credit unions, dedicated to the simple principle that credit unions have both an obligation and a competitive need to become a premier provider of home loans for their membership. ACUMA brings together the shared real estate lending and financial interests of thousands of credit unions and CUSOs.