Total Expert 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Total Expert

4.3

(48)

Pricing

Starting at $69.00 per month

About Total Expert

Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specifically for mortgage lending, financial institutions, and credit unions. The Total Expert platform provides tools to improve digital experiences for customers, including personalized communications to build1:1 relationships, group segmentation based on financial journeys, and more.

Using 360-degree contact views, this solution provides access to behavioral and transactional data. Additionally, Total Expert helps institutions maintain compliance across assets through the use of audit trails and automating approval workflows for marketing content.

Pricing information is provided by Total Expert. Support is available via phone, email, live chat, and other online resources.

Total Expert Screenshots

Total Expert Pricing and Plans

Starting price: $69.00 per month

Free Trial

Free Version

Basic

$69.00

flat rate, per month

No plan information available

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Total Expert Features

Popular features found in Marketing Automation
A/B Testing
Campaign Analytics
Drip Campaigns
Landing Pages/Web Forms
Lead Management
Multi-Channel Marketing
Multivariate Testing
ROI Tracking
Sales Analytics
Segmentation
Social Marketing
More features of Total Expert
Access Controls/Permissions
Activity Dashboard
API
Approval Process Control
Audit Trail
Calendar Management
Campaign Management
Client Management
Compliance Management
Contact Management
CRM
Customer Engagement
Customizable Templates
Customization
Data Visualization
Drag & Drop
Email Marketing
Email Templates
Lead Capture
Lead Generation
Lead Nurturing
Live Chat
Marketing Automation
Multi-Campaign
Multi-Channel Communication
Search/Filter
SMS Marketing
Social Media Integration
Social Promotion
Template Management
Third-Party Integrations
Workflow Management

Total Expert Integrations

Meta for Business

Twitter/X

LinkedIn for Business

Total Expert User Reviews

Overall Rating

4.3

Ratings Breakdown

54%

38%

Secondary Ratings

Ease of Use

4.1

Value for money

4.3

Customer support

4.5

Functionality

4.0

Have you used Total Expert and would like to share your experience with others?

Laura M.

Verified reviewer

Financial Services

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed December 2023

An All-In-One GoTo

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how robust and on the cutting edge Total Expert makes us. Our Loan Officers have a full fledged marketing suite and tools that are both highly automated, customizable, and more than anything purpose-built for each individual Loan Officer and their needs. We love that if the tool isn't built into the system, there is always a strong suite of third-party partners that are highly integrated and easy to implement. What has set Total Expert apart even years later is the constant support, years into our relationship, we still have a regular meeting cadence where we go over any outstanding issues, future releases, and making sure that we are being able to use the system to accomplish our goals and initiatives. I believe strongly that if we aren't successful or miss a release that is impactful, it is not because we don't have the support and transparency from our TE Team.

Cons:

There are a few features that are lacking, or have not been updated in several years - examples of these would be Open House Rate flyers, and the recruiting platform. On the grand scale, very few complaints

Reasons for choosing Total Expert

It was all about having the powerhouse of tools that were built to help support a mid-sized purchase minded lender. The fact that there was a high amount of content available that helped add teeth to our small-but-mighty marketing team. We were promised innovation and that there was no intention of being complacent, and years later I can say I still feel that they hold true to that mission.

Reasons for switching to Total Expert

We were looking for a tool that combined all systems and tools into one platform instead of leveraging multiple interfaces, and logins. This has helped us increase our adoption and education about all tools

Verified

Reviewer

Financial Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed September 2023

Total Expert Tech

Overall, Total Expert is one of the best CRM's I have worked with as an Admin and they are always finding new and innovative ways to update he platform and bring the best to our company.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The system is easy to use. I can pretty much tell my LO's how to navigate the system without me being in it myself. I do trainings on the whole platform when someone new comes on board with our company so I really deep dive into the whole platform and explain each section.

Cons:

Parts that could be better is maybe folders for the admin images library and in that library a selection button to select multiple images to delete. Make assigning or unassigning Journeys easier on our end. Sometimes it is still confusing.

Reasons for choosing Total Expert

Total Expert gave us a good deal and promised us some amazing tools that we still use to this day.

Reasons for switching to Total Expert

Cimmaron just wasn't right for us anymore and we needed an upgrade.

Betsy F.

Verified reviewer

Wholesale

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed May 2022

Use Total Expert for all your financial marketing needs.

It has been amazing. I love the team we work with, and the ability to add our own collateral/branding. The overall ease of using it makes training easy and marketing almost seamless for those who dive in and get to know the platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like most about this software is that it seems to be the only platform that is structured to specifically be configured to meet the marketing needs of those in the banking/mortgage industry and covers everything: print; email; social; single property sites; lead capture apps; and most importantly syncing/updating financial information.

Cons:

When there is an issue it takes a long time to get it resolved. The updates sometimes cause a problem in a different area of the platform and getting information of how it's being resolved can be challenging, making it difficult to update our users on what's going on and when that functionality will work again.

Reasons for choosing Total Expert

I don't know.

Aman Preet S.

Verified reviewer

Retail

10000+ employees

Used daily for less than 6 months

Review source

Reviewed August 2022

Features of Total Expert

Overall experience with Total Expert is pretty much good if you have selected features in mind like financial CRM tools and marketing management tools then one can surely go for it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

When it comes to combination of financial CRM and marketing management tool then total expert is one of the leading industry tools in these domain where we get the best handy financial CRM functionalities as well as campaign management embedded tools.

Cons:

Though majorly total expert have various descent features but when it comes to client management and calender management functionality then surely total expert should improve on them.

Reasons for switching to Total Expert

From the above mentioned tools in total expert we do have better campaign management functionality and related tools

Jake P.

Verified reviewer

Marketing and Advertising

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed May 2022

Always Moving Forward

Total Expert is overall simple to use, especially once you get past year 1. Things start to click in the brain and scenarios start popping in your head and it's very easy to take those ideas and create them. The first year you are there and sometimes feel overwhelmed? That's ok! Their CSM and Customer Support teams are always there to help you! Ive built about 100 different journeys from single follow-up journeys to 40 email complicated journeys with split testing and dynamic content. My CSM was always there for me when I had questions.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

From creating emails, fliers, or social posts to creating automated campaigns and journeys, Total Expert keeps things organized and easy to use for the common user. It also allows the more advanced users space to create and grow ideas they have. Total Expert continues to improve and are constantly adding to their system.

Cons:

The only issue that I have run into is the communication of when something is down or there is a bug. They are getting better at this, but sometimes i feel completely in the dark when there is a server issue or a bug they are working on.

Reasons for choosing Total Expert

The ability to customize items per loan officer and allow the loan officer to create their own pieces was a lot easier. Salesforce and Salesforce Marketing Cloud are good, but for the average user, it was not feasible to ask them to understand how it works.

Reasons for switching to Total Expert

Katie S.

Verified reviewer

Financial Services

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed May 2022

Positive Experience With Total Expert

Total Expert has solved many of our marketing short comings. Their team is always willing to help and work through any challenges. Overall a positive experience.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The overall product is tailored to the mortgage and finance industry.

Cons:

Foundational updates can take a while to be enhanced and is not always of focus.

Reasons for choosing Total Expert

We already had a foundation and it was an easy transition for the additional functionality needed.

Reasons for switching to Total Expert

It did not allow for easy use. Our LOs found it to difficult to use with our configuration.

Sheena C.

Verified reviewer

Financial Services

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed October 2018

The best CRM on the Market!

I love the level of support they offer. It is a huge task to learn a new software solution, but for LO's it is even harder when you're busy with loans. Total Expert has multiple forms of support including the chat function, help videos, guides and help desk. This shows how much they care about YOUR success. After you go live, they do on-site training's, which are awesome. This is something I haven’t seen other companies do. It’s a chance to navigate the platform with the people who are most knowledgeable about it. They want you to ask as many questions as possible and they take time before, throughout and after the training's to answer any questions. Even after implementation, they provide so much support you almost feel like they are a part of YOUR team. You are assigned a Customer Success Manager, which serves as your direct link to Total Expert. You aren’t left out there by yourself calling a 1-800 number or emailing a customer service email when you have issues or questions.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Total Expert is actually very easy to use and the UI is simplified compared to a lot of other CRM's. It is 100% mobile friendly so I've shown all my LO's how to get it on their home screen and manage the system from their phones. They are constantly evolving and building on their technology and function as the times change. This ensures they will never become obsolete, they are timeless. They take time to listen to their clients and welcome as much feedback and enhancements as we have to offer.

Cons:

Everything I've had issues with in the past have been taken care of or enhanced, so I really don't have any cons at this time.

MD Abu K.

Verified reviewer

Education Management

201-500 employees

Used daily for less than 12 months

Review source

Reviewed June 2022

A great all-in-one CRM & Marketing management solution

Overall, It is a very prospective software with great possibilities. I am loving this software for our company because it is bringing great outcomes for our company.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It helps to boost the marketing process of our company. It automatically manages our customer database & helps us with Email marketing. I have used several Marketing & CRM tools previously but I have found Total expert is a great performer compared to others available. It is helping us to create extra engagement.

Cons:

The UI is sometimes faulty & the customer support seems quite slow. Issues arise while updating contacts. I hope they will be fixing it soon. It will require more necessary third-party integration.

Jelaire G.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 2 years

Review source

Reviewed October 2018

Total Expert - Our Journey with a new MOS

Overall, we have had a fantastic experience with the system. Our customer service rep Allison, is our Champion. She will always go to bat for us and I know we are in good hands. I genuinely look forward to our phone calls every week as we solve the "worlds" problems!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The customer service is by far the best I have experienced!

Cons:

How it maps with Encompass. I find that this is not user friendly and there is a lot of miscommunication. I do wish this was better.