Instead of Total Expert
Total Expert alternatives
Total Expert brings customer profiles, sales activity, and marketing together for financial services teams. Customer IQ adds financial signals such as credit inquiries, equity changes, rate opportunities, new listings, and life events. Sales Center supports lead routing, nurturing, pipeline visibility, text messaging, and prioritized lists, while Marketing Center provides multichannel journeys and compliant email, social, and print content. AI Sales Assistant can qualify prospects by voice, schedule appointments, and transfer callers to loan officers. A free plan is available, paid access starts at $100 per user per month, and the platform supports Android, iOS, web, and API access.
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MloFlo
Paid AndroidiPhoneWebLoan teams wanting borrower and realtor portals — MloFlo adds borrower and realtor portals, document uploads, disclosure signing, loan quoting, and pre-approval tools to its mortgage CRM.
From $69.99/user/mo Visit site - 2
KudosCRM
by KudosCRMFree plan AndroidAPIiPhone+1Teams seeking a lower-cost general CRM — KudosCRM offers a low-cost general CRM with a visual pipeline, email sync, marketing automation, AI features, and mobile apps, but no listed mortgage-specific tools.
Free plan · paid from $9/user/mo (annual) · 14-day trial Visit site - 3
Viato
Free plan APIExtensioniPhone+1Mortgage teams wanting AI-led communication — Viato adds voice AI, call summaries, a power dialer, unified messaging, and phone-based Fannie Mae 3.4 generation.
Free plan · paid from $29/user/mo Visit site - 4
MapleConnect
Free plan APIWebMortgage teams automating lead response and scheduling — MapleConnect focuses on instant lead responses, AI voice scheduling, borrower nurture, and referral-partner pipelines, while leaving loan decisions and underwriting to the customer and its LOS.
From $199/mo · 14-day trial Visit site - 5
Aidium
Paid AndroidAPIiPhone+1Mortgage enterprises needing extensive automation and reporting — Aidium adds 80-plus automation playbooks, propensity predictions, mortgage enterprise reporting, and 100-plus pre-built connectors.
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Mortgage Magic
Free plan AndroidAPIiPhone+2UK mortgage advisers needing sourcing and compliance — Mortgage Magic combines CRM with whole-of-market sourcing, lender criteria, FCA compliance tools, and a white-labelled client app.
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Lender CRM
Paid WebLenders wanting CRM alongside LOS and POS — Lender combines CRM with independently deployable loan origination and point-of-sale modules, plus automation for document collection, verification, underwriting, and compliance.
Pricing on request Visit site - 8
AdvisorCRM
Free plan AndroidAPIWeb - 9
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InsuredMine
Free trial AndroidAPIiPhone+1 - 13
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AdvisorEngine CRM
Paid AndroidAPIExtension+3 - 15
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Salesforce Financial Services Cloud
Free trial AndroidAPIExtension+2 - 17
LendingWise
Free trial APIWeb - 18
DealCloud
Paid AndroidExtensioniPhone+1 - 19
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BNTouch Mortgage CRM
Paid AndroidiPhoneWeb5.7 Visit site - 22
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Cloudsquare
Paid APIWeb - 24
Jungo
Paid AndroidiPhoneWeb - 25
Oracle Siebel CRM
Paid AndroidAPIiPhone+35.6 Visit site - 26
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Practifi
Paid AndroidAPIiPhone+1 - 28
SurefireCRM
Paid AndroidAPIiPhone+1 - 29
OneVest CRM
Paid APIWeb - 30
That financial-services focus may not cover every mortgage team's day-to-day needs, and the paid starting price may be more than some teams want to spend. Alternatives below include borrower and realtor portals, document collection, loan sourcing, origination workflows, or lower entry prices. When comparing them, weigh how much of the loan process you want inside the CRM, how it handles borrower and referral-partner communication, and whether its integrations fit your workflow. Platform availability, compliance tools, and the difference between a free plan and a trial can also shape the choice.
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