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

Flexible, user-friendly controls for content review and approvals.

Badge icon

Flexible, user-friendly controls for content review and approvals.


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.


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’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.

Dedicated support

Get the help you need from our support and customer success teams.

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.

Wistia video thumbnail


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