COMPLIANCE
Easily Manage Regulatory Requirements
Integrated, industry-specific tools to help you stay ahead of compliance and regulatory requirements.
How it Works
Manage, approve, and report on compliance and brand requirements – all in one intuitive CRM and customer engagement platform
Centralize Marketing Compliance
Increase speed to market and reduce risk with a dynamic disclosure library integrated with marketing automation for easy deployment.
Get Complete Co-Marketing Visibility
Transform your co-marketing process with the ability to track every pixel and payment. Pre-built workflows help manage permissions and templates to reduce risk.
Eliminate any guesswork with managing co-marketing–giving you more time to focus on converting leads and engagement with your customers.
Simplify Your Audits
Create an easy-to-track audit trail for content review and approvals to ensure team members can review before content is deployed. Highly detailed tracking makes it easy to understand who was included and what changes were made throughout the workflow.
MORE THAN A PLATFORM
Because Proven Expertise Matters
Dedicated Support
Get the help you need with a support team and customer success manager to transform your customer and member engagement.
Services
Tap into our professional services team to support your unique marketing needs and integrations.
Education
Learn how unmatched automation can drive customer and member engagement in ongoing free training opportunities.
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
