Compliance
Centralized Brand and Regulatory Management
Stay up to date with brand guidelines and certifications that meet RESPA, TCPA, CPPA, and CAN-SPAM requirements.
How it works
Build loyalty and trust through transparency
PRE-CONFIGURED WORKFLOWS
Proven peace of mind
Take the uncertainty out of disclosures and regulatory compliance with workflows that ensure appropriate reviews and approvals before brand assets are printed, published, or distributed.
Certifications
Industry standards come standard
Use our library of dynamic disclosure statements, co-marketing collateral, and on-demand reporting to maintain RESPA, TCPA, CPPA, and CAN-SPAM compliance.
See it in action
We know that seeing is believing. Let us show you the power of Total Expert.
MORE THAN A PLATFORM
We’re here to support your people and your goals
Tools and technology are only as effective as the people who use them. That’s why we provide dedicated support, expert guides, and education resources for every customer—all from a team that’s deeply passionate and knowledgeable about banking and lending.
Professional services
Make the most of your investment by tapping into a team dedicated to your success out of the gates.
Education & guides
Elevate your sales and marketing approach alongside a team built to ensure adoption and success.
CUSTOMER SUCCESS
Simplify compliance management in the Total Expert platform
“It’s less to manage for all of us because Total Expert’s the middleman to manage the compliance.”
Jen Jones
Branch Manager, American Pacific Mortgage
Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
