Be More than Top of Mind

From onboarding and implementation to platform customization and ongoing support, we’re always here to help make Total Expert work for you and your business objectives. 

Take advantage of best practices that we’ve learned and developed over the years to know what works for your industry, your customers, and your business. 

Keep your admins and loan officers at the top of their game through ongoing training opportunities and a resource library that you can access on demand. 

See why Dart Bank loves Total Expert >

Co-marketing partnerships are critical to driving growth and generating more loans. We make it easy to create and distribute co-branded print and digital materials that reach larger audiences without doubling the work—or the cost. 

Build powerful campaigns around shared goals for the partnership and provide regular performance updates to key stakeholders.  

Access key insights for every co-marketing partnership to understand what’s working and how you can make improvements that benefit everyone.  

Expand your reach with compliant co-marketing >

In addition to regular performance optimizations and user interface refinements to make Total Expert work for every customer, we continue to add new, powerful features to the platform.  

• Customer Intelligence 
• Life Event insights 
• Total Expert for Salesforce  
• Partner Ecosystem