Total Expert Announces Exclusive Partnership with The Mortgage Collaborative

This partnership helps forward-thinking mortgage lenders drive revenue, empowering loan officers with a 360-degree view of the customer and intelligent automation

Total Expert, the fintech company behind the first fully integrated marketing and sales software for the mortgage industry, today announced it has signed an exclusive two-way agreement with The Mortgage Collaborative (TMC), the nation’s only independent cooperative to the mortgage industry, as TMC’s Preferred Partner for customer engagement and marketing automation. Designed to help mortgage lenders humanize complex financial decisions at scale, Total Expert brings its powerful solution to the 180+ Lender Members of TMC, enabling lenders to execute and influence the entire customer journey.

“The Mortgage Collaborative and Total Expert are both focused on helping lenders reduce their costs while driving long-term customer value and loyalty,” said Jeff Walton, President at Total Expert. “We are thrilled to be reinforcing our mutual commitment to transforming the industry with innovative solutions and powerful insights that create efficiencies and increase ROI.”

According to a recent study, mortgage lenders and loan officers who leverage the Total Expert Marketing Operating System (MOS) experience an average ROI of 321% and an increase in annual incremental loans to 5.9 loans per loan officer by year three on the platform.

Since August 1, 2018, Total Expert has signed 35 of the independent cooperative’s members.

“Total Expert and TMC are committed to exceeding customer expectations and strengthening relationships to create customers for life,” said Katherine Campbell, Director of Marketing at Assurance Financial. “This partnership reinforces the Power of the Network by connecting Lender Members with a Preferred Partner dedicated to providing a best-in-class customer experience for the mortgage industry.” 

“We’re thrilled to be deepening our existing relationship with the industry’s leading customer engagement and marketing automation provider. Total Expert has an exceptional team and familial culture that are the embodiment of what we strive to provide to our members and partners at TMC,” said Jim Park, Chief Executive Officer of The Mortgage Collaborative. “Our members have been truly impressed with their ability to leverage intelligent automation to deliver the right message to the right person at the right time across all channels.”

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Based in San Diego, CA, The Mortgage Collaborative was founded in 2013 to empower mortgage lenders across the country with better financial execution, reduced costs, enhanced expertise and improved compliance and to help its members access the dynamic and changing consumer base in America. The association is managed by its founding members: John Robbins, CMB; David Kittle, CMB; Gary Acosta, CEO of the National Association of Hispanic Real Estate Professionals (NAHREP); and Jim Park, former chair of the Asian Real Estate Association of America (AREAA). Robbins and Kittle are former chairmen of the Mortgage Bankers Association of America (MBA). For more information, visit

Total Expert is a fintech software company that built the first enterprise-grade Marketing Operating System (MOS) purpose-built for the modern financial services industry. The platform enables customer-facing teams (sales), marketing, and compliance to work together seamlessly to deliver marketing campaigns and engagement that is relevant to each unique customer based on their stage in life. Unlike traditional CRM systems and marketing tools that were built to serve multiple industries, Total Expert focuses on the unique needs of financial services firms who must integrate industry-specific data and applications to deliver a cohesive customer experience across the entire customer lifecycle. For more information visit