Mortgage & lending · Best for banks and enterprise lenders
Total Expert review
A customer-engagement platform for lenders, banks and credit unions.
Who it's for
Lenders and credit unions with marketing and compliance teams.
Who should skip it
Small brokerages: implementations average about five months.
Pros and cons
Pros
- Compliance-approved content and journeys
- Lead queues and co-marketing
Cons
- Expensive; add-ons priced by statement of work
- Long implementation
Pricing
Total Expert doesn't publish prices. Third-party sources put Total Expert at about $119 per user per month. Estimate
See every Total Expert plan, hidden costs and first-year cost
Integrations
LOS
Best fit: 50+ users.
Total Expert compared
Total Expert alternatives
| CRM | Starting price | Best for |
|---|---|---|
| Surefire (ICE)Best for Encompass lenders | ~$150/user/mo | 20+ users |
| JungoBest mortgage CRM on Salesforce | ~$129/user/mo | 5–500 users |
| BNTouchBest for loan officers and small teams | $95/user/mo | 1–10 users |
| Velocify (ICE)Best for speed-to-lead | Quote only | 20+ users |