Total Expert
VerifiedCustomer engagement platform for mortgage lenders, banks, credit unions, and insurers
See all screenshots - Deployment Cloud Based
- Starting price Custom
- Free trial Not offered
- Best for SMEs, Enterprises
What is Total Expert?
Total Expert is a customer engagement platform built specifically for financial institutions, including mortgage lenders, banks, credit unions, and insurance companies. It combines CRM, marketing automation, and sales productivity tools to help institutions engage customers through major financial milestones such as buying a home or refinancing a loan. Total Expert is trusted by more than 200 financial services organizations and has supported trillions of dollars in funded loan volume.
The platform includes Customer IQ for intent signals and enriched profiles, marketing automation with journey orchestration and a content library, and an AI sales assistant trained on mortgage use cases. It integrates with tools such as Optimal Blue and Encompass. Total Expert does not publish pricing publicly and requires contacting sales for a custom quote.
Key Features of Total Expert
Total Expert lists 8 documented features, including Customer IQ with intent signals and enriched customer profiles, Marketing automation with journey orchestration and nurture programs and AI sales assistant trained on mortgage use cases for lead qualification. The list below covers what the product does rather than how it is marketed.
- Customer IQ with intent signals and enriched customer profiles
- Marketing automation with journey orchestration and nurture programs
- AI sales assistant trained on mortgage use cases for lead qualification
- 360 degree customer view and prioritized lead lists
- Pre-configured compliance workflows and certification management
- SMS engagement and multi channel communication
- Marketing content library with MLS integrated flyers and direct mail
- Integrations with Optimal Blue and Encompass
Total Expert Pricing
Total Expert lists 1 plan without published figures. Pricing is quoted on request.
Custom
Custom
Total Expert does not publish pricing on its official site; quotes are provided by the sales team based on organizational needs.
Total Expert Specifications
Total Expert is available on web app and has iOS and Android apps. It offers an API.
- Deployment
- Cloud Based
- Billing cycle
- Yearly
- Desktop
- Web App
- Mobile
- iOS
- Android
- Languages
- English
- Built for
- SMEs
- Enterprises
- Support
- Phone
- Training
- Tickets
- Integrations
- Optimal Blue, Encompass, Salesforce AppExchange, MLS data providers
- Public API
- Yes
- Free trial
- No
- Free plan
- No
- Runs in browser
- Yes
- Customisable
- Yes
- Website
- totalexpert.com
Total Expert Videos
Total Expert Screenshots
Total Expert Comparisons
Side by side comparisons of Total Expert against 3 other Financial CRM Software options listed here.
Total Expert Reviews
No reviews yet
Used Total Expert? Share your experience and help other buyers decide.
Total Expert FAQs
Alternatives to Total Expert
Other Financial CRM Software recorded on the same fields.
