Co-Marketing
Drive More Referrals from Professional Relationships
Tap into your professional network to create compliant, co-branded campaigns that put your brand and products in front of new audiences and help build stronger partnerships.
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features
Expand your reach and grow your business
Drive a steady flow of new leads with tools to create co-branded collateral and build mutually beneficial relationships with real estate agents and other professional contacts.
One platform to manage every relationship
Referral partner lead attribution
Attribute leads to contact-based referral partners to provide better lead tracking and transparency, while identifying your top referral partners so you can nurture those relationships.
Partner-specific insights
Access key insights for every co-marketing partnership to see what’s working and how you can make improvements that benefit everyone.
Customized campaigns
Build campaigns around shared goals and keep partners in the loop with regular performance updates.
Go further, together
Seamless multichannel experiences
Distribute co-branded materials across every available channel to reach larger audiences without doubling the work—or the cost.
Compliant pre-built content
Use pre-approved content from industry experts to get to market faster while adhering to brand and regulatory requirements, like RESPA.
Scalable personalization
Segment shared contacts into detailed lists to nurture leads along the correct path, build brand awareness, and develop relationships before they even become customers.
Performance tracking and data insights
Real-time dashboards
Understand how campaigns are performing to know where to invest time and resources and optimize your ROI.
Workflows and permissions
Manage approvals and asset permissions to create pre-approved co-branded templates, providing a worry-free audit trail.
Detailed reporting
Get the full picture of how your co-marketing campaigns are performing and what’s resonating with each audience so you can adjust your strategies.
Sales Center
The power of purpose-built
If you want to stand out in a crowded and competitive industry, you need to be intentional about the technology you choose to support your digital transformation. Total Expert unites your entire organization on a single, seamless platform to help deliver the personalized experiences your customers deserve at every stage of their financial journey.
Lead Management
Capture, route, and advance every opportunity in a cohesive pipeline, so leads get assigned instantly, follow-ups are more consistent, and conversations never go cold.
Engage SMS
Stay connected with your customers through seamless two-way text communications that sync between the Total Expert platform and mobile app and ensure compliance with TCPA, 10DLC, and other regulatory requirements.
Mobile App
Work leads, text borrowers, and manage tasks from your phone to make sure no opportunity slips through the cracks.
Prioritized Lead Lists
Quickly identify which customers and opportunities to engage.
Dynamic Journeys
Utilize intelligent Journeys that provide the right mix of human and digital touchpoints and adjust based on the customer’s behavior and preferences to help you form deeper relationships and increase conversions.
Design Studio
Quickly create branded templates at an enterprise level that your agents can personalize without accidentally violating brand or regulatory compliance.
WHY TOTAL EXPERT
We're more than a platform. We're a partner.
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Enterprise-grade tools
Unite teams across your organization on a single, seamless platform that allows them to stay organized, move faster, and collaborate efficiently.
Built for financial services
Legacy CRMs and horizontal solutions lack the depth and focus of Total Expert's purpose-built intelligence and engagement tools.
Drive growth in any market
Surface high-quality opportunities to engage customers the moment they signal a financial need—even in unpredictable markets.
Win customers for life
Leverage the data insights and marketing automation tools you need to build and nurture long-term relationships.
See Total Expert
in action
Create sustainable growth and increase loyalty with a Customer Operating System that’s purpose-built for financial institutions.
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