Total Expert describes its product as a customer operating system for financial services, bringing customer data, staff, and outreach together. It is designed for mortgage lending, banking, credit unions, and insurance. Customer IQ adds financial signals to profiles, including credit inquiries, changes in equity, rate opportunities, new listings, and life events. Sales Center handles lead routing and nurturing, pipeline visibility, prioritized lead lists, text messaging, and mobile access. Marketing Center supports multichannel journeys and targeted campaigns, using a library of compliant material for email, social, and print. The AI Sales Assistant offers voice conversations for prospect qualification, appointment scheduling, and warm transfers to loan officers. Total Expert lists more than 55 integrations and tools for borrower and referral-partner management. Its email and SMS workflows include approvals, reporting, and auditing for TCPA and CAN-SPAM compliance. A complimentary plan is available, while Premium is priced at $100 per user per month and includes up to 20 users. The company is based in Minneapolis and was founded in 2016.
Who it is for
Total Expert is aimed at mortgage lenders, banks, credit unions, and insurers seeking customer, sales, and marketing tools in one platform. Its complimentary plan may suit organizations wanting CRM access and marketing tools without a monthly charge.
What is good
- Customer IQ adds financial signals to customer profiles.
- Sales Center includes lead routing and pipeline visibility.
- Marketing Center supports multichannel journeys and targeted campaigns.
- More than 55 integrations are listed.
- Complimentary plan is available.
What to know first
- Premium costs $100 per user per month.
- Premium includes up to 20 users.
Verdict
Total Expert brings customer signals, sales functions, and campaign tools together for financial services organizations. Its complimentary and Premium plans differ in included features and user limits.
Total Expert plans and pricing
All plansCompared on mortgage CRM software
- Free plan
- Yes
- Paid from
- $100/user/mo
- Compliance workflows
- Yes
