--- title: "Total Expert Software Reviews, Demo & Pricing - 2026" description: "Review of Total Expert Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/marketing/total-expert-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Mortgage CRM Software](https://www.softwareadvice.com/crm/mortgage-crm-comparison/) / Total Expert Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/marketing/total-expert-profile/reviews/)[Alternatives](https://www.softwareadvice.com/marketing/total-expert-profile/alternatives/) # Total Expert Review From $69/month Free version 1 plan Wondering if Total Expert is right for your organization? Our Mortgage CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Total Expert 4.3 [(48)](https://www.softwareadvice.com/marketing/total-expert-profile/reviews/) Pricing Starting at $69.00 flat rate 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. Do you work for Total Expert? [Manage this product listing](https://www.g2.com/products/total-expert-lead-management/claim_requests/new?auto=true) Wondering if Total Expert is right for your organization? Our Mortgage CRM Software selection experts can help you in 15 minutes or less. ## Total Expert User Interface ## Popular Total Expert Alternatives Main Product Total Expert 4.3 [(48)](https://www.softwareadvice.com/marketing/total-expert-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.54Customer support - 4.04Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [monday AI Work Platform](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6123)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.49Ease of use - 4.28Value for money - 4.43Customer support - 4.45Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [Keap](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/) 4.1 [(1299)](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/reviews/) Ratings Breakdown - 3.56Ease of use - 3.82Value for money - 4.04Customer support - 4.09Functionality Pricing Starting at $299.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(1006)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.99Ease of use - 4.16Value for money - 3.97Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Wrike](https://www.softwareadvice.com/project-management/wrike-profile/) 4.4 [(3044)](https://www.softwareadvice.com/project-management/wrike-profile/reviews/) Ratings Breakdown - 4.18Ease of use - 4.21Value for money - 4.33Customer support - 4.31Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Act!](https://www.softwareadvice.com/crm/act-crm-profile/) 3.9 [(937)](https://www.softwareadvice.com/crm/act-crm-profile/reviews/) Ratings Breakdown - 3.91Ease of use - 3.86Value for money - 3.64Customer support - 3.89Functionality Pricing Starting at $30.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Total Expert Features - 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 Management Lead Nurturing Live Chat Marketing Automation Multi-Campaign Multi-Channel Communication Multi-Channel Marketing Search/Filter Segmentation SMS Marketing Social Media Integration Social Promotion Template Management Third-Party Integrations Workflow Management ## Total Expert Integrations Meta for Business Integration rated undefined from -1 review Twitter/X Integration rated undefined from -1 review LinkedIn for Business Integration rated undefined from -1 review ## Total Expert User Reviews ## Total Expert customer ratings - Overall rating: 4.3/5 - Total reviews: 48 ### Rating distribution - 5 stars: 26 reviews (54%) - 4 stars: 18 reviews (38%) - 3 stars: 1 reviews (2%) - 2 stars: 0 reviews (0%) - 1 star: 3 reviews (6%) ### Secondary ratings - Ease of use: 4.1/5 - Value for money: 4.3/5 - Customer support: 4.5/5 - Functionality: 4.0/5 --- ### First Tool You Should Invest In - Overall rating: 5/5 - Reviewer: Tod B. - Verified reviewer: Yes - Industry: Real Estate - Company size: 1001-5000 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2018 - Review source details: This review was submitted organically. No incentive was offered Industry best customer service. Having live chat means my team isn't busy handling TE-related questions nearly as much. Training has been off the charts. If you don't have great training, you don't have great adoption, which means you're wasting money and resources. TE bends over backwards to provide ongoing training as well as solid training videos that are short and to the point. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It's rare for a vendor to ace multiple, divergent functionalities. TE does this by providing both a TRUE CRM and a robust marketing platform that leverages this CRM. #### Cons My only request has been better integration of marketing materials into the email component of the CRM. TE is working on this and the new 'Journeys' functionality that they are showing me this week looks amazing. --- ### TE for Y-O-U! - Overall rating: 5/5 - Reviewer: Kyle C. - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered We absolutely LOVE TE and everything it brings to the table. It has really opened up our tech stack and allowed for seamless end to end automation. Support all the way from our CSM to the actual Support team at TE is absolutely incredible and highly responsive! As of right now, I have yet to have a negative experience with the platform. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros TE is the one stop shop for everything CRM, Marketing, Integration and so much more! The possibilities are endless! Seamless API connection to our LOS system allows for instantaneous contact migration and mapping. The ability to create custom automation using their Journey tool is completely amazing. We have been able to integrate almost 98% of our tech stack into TE allowing us to build out quite a comprehensive intelligent automation platform. #### Cons As with any system, you're going to run into your road blocks. Customization of certain features is slightly limited and depended on the TE team to upload templates or alter templates for you etc. Also, this one is so small but continues to be a thorn in our sides; Profile pictures for any user are limited to less than 1MB in file size which is CRAZY small... most cell phone pictures are WAY higher resolution than this. This puts a little bit of a hiccup in account creation as we have to constantly re-size and reduce profile photos so they can be uploaded to TE. --- ### Are you a loan officer looking for a CRM- RUN AWAYYYY - Overall rating: 1/5 - Reviewer: Armond O. - Verified reviewer: Yes - Industry: Banking - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2023 - Review source details: This review was submitted organically. No incentive was offered Customer relationship manager #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 2/5 - Functionality: 1/5 #### Pros integration works with other apps....... #### Cons Can't use it as a proper CRM. Doesnt let you track leads. --- ### If you're looking for the unicorn of CRM technologies... this is it! - Overall rating: 5/5 - Reviewer: Annie W. - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2022 - Review source details: This review was submitted organically. No incentive was offered I was brought on to the team shortly after implementation of Total Expert, and working with the TE team and software has been nothing short of wonderful. I highly recommend this product! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros While I appreciate each of the current features, what I value most about Total Expert is that they are always innovating and creating ways to add more value to the platform. Their seasonal releases are a game changer, simply in the fact that they are never complacent with what they currently offer. #### Cons The Email Builder was released with a few quirks. There are workarounds for everything, and it's definitely not a reason to not move forward with Total Expert, but that is what I enjoy least in the platform current state. --- ### Great platform - Overall rating: 5/5 - Reviewer: Alec P. - Verified reviewer: Yes - Industry: Financial Services - Company size: 501-1000 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2023 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros No other platform can do all of what Total Expert does. (CRM, print marketing/ co-branding, lead capture and SPS) #### Cons Implementation process takes a chunk of time. But this is due to wanting to make sure everything is setup and firing correctly. --- ### A solid All in one marketing platform - Overall rating: 5/5 - Reviewer: Tony G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 5001-10000 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2022 - Review source details: This review was submitted organically. No incentive was offered Very positive, Total Expert is continuing to improve with each release and they value and listen to feedback. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The greatest part of Total Expert is how quickly you can set up and launch a multi channel marketing campaign that includes email, print, social and web assets! #### Cons Total Expert has very few downsides but one that sticks out the most is some very advanced settings are locked for Administrators. --- ### LOVE this for our company - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 501-1000 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 3/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros I love that it is all in one place. Our LO's love it #### Cons There are too many steps for creating a social post. It is way too difficult and confusing for our LO's --- ### Great Enterprise Support - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 1001-5000 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2018 - Review source details: This review was submitted organically. No incentive was offered It has been great and the ability to phase into LO accounts and troubleshoot problems for them is a huge advantage. Being able to see exactly what they see allows the admin level to support them in a more efficient way. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The user interface is very easy to navigate and simple to use which is key for LOs. The Customer support that we receive is second to none. Our Customer Success Managers have always gotten us quick responses and consistently see things through to conclusion. #### Cons Keeping up with all of the enhancements can be challenging at times, yet they are creating integration after integration which ultimately benefits the client. --- ### Lots to look forward to - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2018 - Review source details: This review was submitted organically. No incentive was offered A one-stop marketing operations platform that combines a digital and print marketing library, approval workflows and intelligent CRM. It allows us to provide our co-marketing partners with more resources and benefits than simply our great mortgage process alone. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The scalability and segmentation of our marketing materials is huge for us as we continue to grow. The UI is clean and easy to use and constant enhancements gives me peace about our 3-year contract. #### Cons The technology is still lagging behind a few other competitors, and the turnaround on long-term integrations can be very slow. There are some great improvements on their roadmap, but they seem to be constantly pushed back from original timeframes that are communicated to customers. --- ### Great CRM for Mortgage Professionals! - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 1001-5000 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. My company utilizes it as our CRM for our production team. The response in general has been great since we made the switch less than a year ago. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros This is a great way to manage your customer database and keep in contact with your referral partners. It can integrate with your loan operating system without requiring you to export and import your contacts. From there, you can send marketing information, blast emails, newsletter, etc. #### Cons It's hard to get customer support on the phone for immediate assistance when encountering errors. --- Showing 1 - 10 of 48 Reviews [See All Reviews](https://www.softwareadvice.com/marketing/total-expert-profile/reviews/) ## Other Top Recommended Mortgage CRM Software [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18813) Recently recommended **77** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **36** times [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **35** times [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) **4.5** (98) Recently recommended **33** times Stuck Between Options? Our experts can help you compare Total Expert with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice