Total Expert
Marketing automation software
Financial services CRM software
Mortgage CRM software
Financial services software
Loan software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$100 per user per month
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What is Total Expert
Total Expert is a CRM and marketing automation platform designed for mortgage lenders, loan officers, and other financial services teams to manage leads, borrower relationships, and partner referrals. It combines contact and pipeline management with automated, compliance-oriented customer communications across email, SMS, and other channels. The product is commonly deployed by lenders that need enterprise controls, role-based workflows, and integrations with loan origination and related systems. It also supports co-marketing and relationship management for real estate agent and referral partner networks.
Mortgage-specific CRM workflows
Total Expert focuses on borrower lifecycle and loan-centric workflows rather than generic small-business CRM use cases. It supports lead routing, pipeline stages, and tasking aligned to mortgage production and retention. This specialization can reduce the amount of customization required compared with general-purpose marketing automation tools. It also supports relationship management for referral partners, which is a common mortgage growth motion.
Built-in marketing automation
The platform includes automated journeys and templated communications to support lead nurture, borrower updates, and post-close retention. Users can coordinate outreach across channels such as email and SMS from within the CRM context. Centralized templates and governance help standardize messaging across distributed loan teams. This is useful for organizations that want one system for CRM plus campaign execution.
Enterprise controls and integrations
Total Expert is positioned for lender environments that require role-based access, standardized processes, and centralized reporting. It is commonly implemented with integrations to mortgage ecosystem systems (for example, origination, pricing, or data providers), enabling data-driven triggers and segmentation. These capabilities support multi-branch or multi-region rollouts where consistency matters. Compared with lighter SMB suites, it is built for more complex organizational structures.
Less suitable outside mortgage
The product’s data model and workflows are optimized for mortgage and adjacent financial services use cases. Organizations outside these verticals may find the terminology, pipeline structure, and reporting less aligned to their needs. General-purpose CRMs and marketing automation platforms can be more flexible for non-mortgage sales motions. This can limit reuse across unrelated business units.
Implementation complexity and effort
Enterprise deployments typically require configuration of roles, routing rules, templates, and integrations to existing systems. Data migration and governance (for example, standardizing fields and lifecycle stages) can add time and cost. Teams may need formal admin ownership to maintain automations and compliance controls. This is more involved than adopting simpler, out-of-the-box SMB tools.
Dependent on integration quality
Many high-value workflows rely on timely, accurate data from connected mortgage systems and data providers. If integrations are limited, delayed, or inconsistently configured, automation triggers and segmentation can become unreliable. Ongoing changes to upstream systems can require maintenance to keep workflows working as intended. Buyers should validate integration coverage for their specific LOS and data stack.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Complimentary (Real Estate/Individual) | $0/month | Access to Total Expert CRM; unlimited inbound co-marketing connections; open house lead capture app; single-property websites; home valuation landing pages; print marketing ordering and shipping; basic marketing automation; integrations (Zillow Tech Connect, Office365, BombBomb). Source: Total Expert realtor upgrade page. |
| Premium (Real Estate - "Premium") | $100 per user/month | Everything in Complimentary, plus Focused View + Daily Call Lists; Prioritized Lead Lists; up to 20 users; Event registration app. (Listed on realtor upgrade page as $100/month per user.) |
| Professional (Real Estate - alternate wording) | $1,200 annual (up-front payment) | Listed on another Total Expert realtor upgrade page as an annual Professional plan: $1,200 up-front; differences called out vs Complimentary include unlimited contacts, expanded lead capture, social media marketing automation, expanded template library, VIP support, "unlimited" contacts vs Complimentary 2,000 limit. (Official site shows this annual price in a plan comparison table.) |
| Enterprise / Financial Institutions (Mortgage, Banking, Credit Unions) | Custom pricing – contact sales | For core financial-services offerings (Customer Intelligence, Marketing Automation, Sales Productivity, Compliance), Total Expert’s public site does not display a standard public per-seat price for enterprise/mortgage/banking customers; procurement is generally via contact/demo or AWS Marketplace for enterprise contracts. Contact sales for quotes. |
Notes: Prices and plan names above are taken directly from Total Expert's official website pages for the Realtor/Real-Estate upgrade materials. The site shows a complimentary (free) tier and paid Realtor plans; for broader financial-institution/mortgage offerings Total Expert does not publish a single public per-user price and directs buyers to schedule a demo or contact sales.
Seller details
Total Expert, Inc.
St. Paul, Minnesota, USA
2012
Private
https://www.totalexpert.com/
https://x.com/TotalExpert
https://www.linkedin.com/company/total-expert/
