Partnering with Total Expert

The Total Expert Marketplace is a centralized resource that allows our customers and prospects to browse partners of Total Expert and quickly identify the ones that can deliver the most value and make the most significant impact on their business—all without leaving the Total Expert ecosystem

Why be a part of the Total Expert Marketplace

  • 36% of all US mortgages ran through our platform in 2022.
  • Our customer engagement platform is a foundational technology for modern banks, lenders, and insurance companies.
  • We have executive-level relationships, and secured multi-year agreements, with over 200 leading financial institutions.
  • We’ve consistently been recognized as a market leader by G2, Stratmore, INC, MarTech, and more.

How it works

  • Regular promotion of the Total Expert Marketplace through Total Expert’s primary marketing channels—leverage our brand equity and position as a market leader to grow your business.
  • Public-facing listing on Total, marketing collateral, and messaging to reflect your brand.

What you get

  • Priority access to the Total Expert sales and marketing teams—streamlining how you co-market and co-sell to your target account list.
  • Co-branded marketing assets to engage and convert prospective clients.
  • Preferred pricing and visibility at key Total Expert events like our marquee conference: Accelerate.
  • Included in key marketing activities promoting the Total Expert Marketplace, increasing your brand awareness and reach.
Smiling man looking at a mobile device.

The gang’s all here

We’ve created our partner ecosystem to help you create a technology stack that serves your teams, your organization, and your customers or members—all while minimizing the redundancies of overlapping solutions.


Our partner marketplace brings together innovative technology solutions that complement Total Expert’s capabilities and help you deliver more impact with every interaction.

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