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# Insellerate vs Total Expert Comparison - What are their main differences?

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InsellerateTotal Expert[+ Add Product](#)

Reviews

**Insellerate** [

4.6/5(25)

](https://www.g2.com/products/insellerate/reviews#reviews)

**Total Expert** [

4.5/5(158)

](https://www.g2.com/products/total-expert/reviews#reviews)

Pricing

**Insellerate**
No pricing available

**Total Expert**
No pricing available

**Pricing Insights**
from reviews

Time to Implement

**Insellerate**
2 monthsFaster

Based on 7 responses

**Total Expert**
5 months

Based on 52 responses

Return on Investment

**Insellerate**
Not enough reviews yet

**Total Expert**
20 months

Based on 42 responses

Perceived Cost

**Insellerate**
Not enough reviews yet

**Total Expert**
$$$$$

Average Discount

**Insellerate**
Not enough reviews yet

**Total Expert**
14%

Pros & Cons

**Insellerate**
Not enough data

**Total Expert**
[
Ease of Use (15)
](https://www.g2.com/products/total-expert/reviews?filters%5Bsentiment_snippet%5D=1449688&qs=pros-and-cons#reviews)[
Customer Support (11)
](https://www.g2.com/products/total-expert/reviews?filters%5Bsentiment_snippet%5D=1449541&qs=pros-and-cons#reviews)[
Learning Curve (5)
](https://www.g2.com/products/total-expert/reviews?filters%5Bsentiment_snippet%5D=1449615&qs=pros-and-cons#reviews)[
Not Intuitive (5)
](https://www.g2.com/products/total-expert/reviews?filters%5Bsentiment_snippet%5D=1449778&qs=pros-and-cons#reviews)

Integrations

**Insellerate**
Not enough data

**Total Expert**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0924cd0947382d503bf810b7b35b681e/adwerx.png "Product Avatar Image")

AdWerx

](https://www.g2.com/products/adwerx/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Product Avatar Image")

Applied Epic

](https://www.g2.com/products/applied-epic/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8b5a56f3c6394e4c723bd13ee890e4be/bankingbridge.png "Product Avatar Image")

BankingBridge

](https://www.g2.com/products/bankingbridge/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0fb8a8049f2928461a8a7f3d7b881f77/birdeye.jpg "Product Avatar Image")

Birdeye

](https://www.g2.com/products/birdeye/reviews)[
View all
](https://www.g2.com/products/total-expert/integrations)

Screenshots

**Insellerate**
 ![Insellerate screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1330552/1686308329626.jpg)

**Total Expert**
 ![Total Expert screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/189085/Dashboard-_2_.PNG)

Ratings

Meets Requirements

**Insellerate**

9.3

9.319

**Total Expert**

8.4

8.4135

Ease of Use

**Insellerate**

8.8

8.820

**Total Expert**

8.3

8.3133

Ease of Setup

**Insellerate**

8.3

8.38

**Total Expert**

7.7

7.7103

Ease of Admin

**Insellerate**

8.7

8.79

**Total Expert**

8.4

8.4100

Quality of Support

**Insellerate**

9.6

9.619

**Total Expert**

8.6

8.6128

Has the product been a good partner in doing business?

**Insellerate**

9.8

9.89

**Total Expert**

8.9

8.9103

Product Direction (% positive)

**Insellerate**

10.0

10.018

**Total Expert**

9.4

9.4113

Features

Mortgage CRM[Hide 57 FeaturesShow 57 Features](javascript:void(0);)

9.2

19

7.1

75

Loan Services

LOS Integration - Mortage CRM

9.1(won by 0.7)

19

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.4

62

Alerts - Mortgage CRM

9.1(won by 0.9)

19

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.2

58

Lender Relationship - Mortgage CRM

9.6(won by 1.5)

19

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.1

58

Compliance - Mortgage CRM

9.2(won by 1.2)

19

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.0

57

Commercial Mortgages

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Client Management

Contact Management - Mortgage CRM

9.2(won by 0.9)

19

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.3

63

Real Estate CRM - Mortgage CRM

8.9(won by 0.7)

19

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.2

58

Email Marketing Automation - Mortgage CRM

9.0(won by 0.4)

19

8.6

64

Workflow Management

Not enough data

Not enough data

Loan Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Escrow Management

Not enough data

Not enough data

Property Tax Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Borrower Management

Not enough data

Not enough data

Pricing Management

Not enough data

Not enough data

Pipeline Management

Not enough data

Not enough data

Refinance Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Residential Mortgages

Not enough data

Not enough data

Agentic AI - Mortgage CRM

Autonomous Task Execution

Not enough data

5.3(won by default)

10

Multi-step Planning

Not enough data

5.7(won by default)

10

Cross-system Integration

Not enough data

5.8(won by default)

10

Adaptive Learning

Not enough data

5.9(won by default)

9

Proactive Assistance

Not enough data

5.7(won by default)

10

Decision Making

Not enough data

6.0(won by default)

10

Additional Functionality

Third Party Loan Origination

Not enough data

Not enough data

Loan Servicing

Not enough data

Not enough data

Outsource Processing

Not enough data

Not enough data

Pre-Qualification

Not enough data

Not enough data

Loan Origination

Not enough data

Not enough data

Visual Presentation

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

For Brokers

Not enough data

Not enough data

Credit Reporting

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

API

Not enough data

Not enough data

Client Database

Not enough data

Not enough data

HUD Settlement Statements

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Government Loans

Not enough data

Not enough data

For Borrowers

Not enough data

Not enough data

Promissory Notes

Not enough data

Not enough data

Multi-Branch

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Lender Search

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Marketing Automation

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Amortization Schedule

Not enough data

Not enough data

Customer Statements

Not enough data

Not enough data

Electronic Applications

Not enough data

Not enough data

Payment Tracking

Not enough data

Not enough data

Marketing Automation[Hide 106 FeaturesShow 106 Features](javascript:void(0);)

Not enough data

7.5

95

Email Marketing

Building and Personalizing Emails

Not enough data

7.7(won by default)

78

|

Verified

Sending Outbound Emails

Not enough data

8.4(won by default)

73

|

Verified

Manage Email Deliverability

Not enough data

8.0(won by default)

74

|

Verified

Automated Email Responses

Not enough data

8.0(won by default)

70

|

Verified

Online Marketing

Landing Pages and Forms

Not enough data

7.3(won by default)

65

|

Verified

Dynamic Content

Not enough data

7.7(won by default)

69

|

Verified

A/B Testing

Not enough data

7.0(won by default)

58

|

Verified

Mobile Optimized

Not enough data

7.2(won by default)

63

|

Verified

Search Tracking and Optimization

Not enough data

6.8(won by default)

49

Conversion Rate Optimization

Not enough data

Not enough data

Multivariate Testing

Not enough data

Not enough data

Customizable Forms

Not enough data

Not enough data

Lead Management

Marketing Lead Database

Not enough data

8.3(won by default)

65

|

Verified

Data Quality Management

Not enough data

7.4(won by default)

65

|

Verified

Segmentation

Not enough data

7.9(won by default)

63

|

Verified

Lead Scoring and Grading

Not enough data

7.3(won by default)

53

|

Verified

Lead Nurturing

Not enough data

8.5(won by default)

62

|

Verified

Email Tracking

Not enough data

7.3(won by default)

49

Automated Alerts and Tasks

Not enough data

8.6(won by default)

61

|

Verified

CRM Lead Integration

Not enough data

8.4(won by default)

60

|

Verified

Third-Party Integrations

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Social Marketing

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Multi-Channel Marketing

Not enough data

Not enough data

Conversion Tracking

Not enough data

Not enough data

ROI Tracking

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Engagement Tracking

Not enough data

Not enough data

Campaign Segmentation

Not enough data

Not enough data

Search Marketing

Not enough data

Not enough data

SMS Marketing

Not enough data

Not enough data

Website Visitor Tracking

Not enough data

Not enough data

Campaign Management

Program Management

Not enough data

8.0(won by default)

59

|

Verified

Event / Webinar Marketing

Not enough data

7.6(won by default)

55

|

Verified

Calendaring

Not enough data

7.0(won by default)

47

|

Verified

Budgeting

Not enough data

6.8(won by default)

45

Campaign Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Social

Social Listening

Not enough data

6.1(won by default)

46

Social Sharing

Not enough data

7.3(won by default)

62

|

Verified

Social Campaigns

Not enough data

7.1(won by default)

53

|

Verified

Social Media Engagement

Not enough data

6.9(won by default)

52

Social Media Advertising

Not enough data

6.1(won by default)

45

Drip Campaigns

Not enough data

Not enough data

Multi-Campaign

Not enough data

Not enough data

Reporting & Analytics

Basic Reporting

Not enough data

7.6(won by default)

71

|

Verified

Web Analytics

Not enough data

6.5(won by default)

55

|

Verified

ROI Analytics

Not enough data

6.9(won by default)

51

|

Verified

Revenue Analytics

Not enough data

6.9(won by default)

48

|

Verified

SEO / Keyword Analytics

Not enough data

6.1(won by default)

47

Behavior Analytics

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Campaign Analytics

Not enough data

Not enough data

Website Analytics

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Sales Analytics

Not enough data

Not enough data

Platform

Customization 

Not enough data

7.6(won by default)

67

|

Verified

Workflow Capability

Not enough data

8.3(won by default)

63

|

Verified

User, Role, and Access Management

Not enough data

8.3(won by default)

67

|

Verified

Internationalization

Not enough data

7.2(won by default)

48

|

Verified

Sandbox / Test Environments

Not enough data

6.8(won by default)

50

|

Verified

Performance and Reliability

Not enough data

7.9(won by default)

66

|

Verified

Output Document Generation

Not enough data

7.5(won by default)

53

|

Verified

Lead Generation

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

List Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Agentic AI - Marketing Automation

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Campaign Planning

Not enough data

Not enough data

Integration

Data Import & Export Tools

Not enough data

8.0(won by default)

67

|

Verified

Integration APIs

Not enough data

7.5(won by default)

66

|

Verified

Breadth of Partner Applications

Not enough data

7.7(won by default)

58

|

Verified

Social Media Integration

Not enough data

Not enough data

Additional Functionality

Social Promotion

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Customer Journey Mapping

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Mass Texting

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Automated Scheduling

Not enough data

Not enough data

Campaign Scheduling

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Social Media Monitoring

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Marketing Automation

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Marketing Calendar

Not enough data

Not enough data

Customizable CTAs

Not enough data

Not enough data

Multi-Channel Communication

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Financial Services CRM[Hide 60 FeaturesShow 60 Features](javascript:void(0);)

Not enough data

7.5

32

Content

Automation

Not enough data

8.2(won by default)

29

Marketing Automation

Not enough data

Not enough data

Platform Additional Functionality

Pre-Built Connectors

Not enough data

7.0(won by default)

23

Dashboard

Not enough data

7.6(won by default)

29

Cloud

Not enough data

7.9(won by default)

22

Mobility

Not enough data

6.7(won by default)

26

Messaging

Not enough data

7.7(won by default)

23

Activity Dashboard

Not enough data

Not enough data

Platform Reporting and Analytics

Reporting

Not enough data

6.5(won by default)

28

Forecasting

Not enough data

6.5(won by default)

20

Customer Support

Customer Support Portal

Not enough data

7.6(won by default)

26

Knowledge Base

Not enough data

8.1(won by default)

25

Support Analytics

Not enough data

7.3(won by default)

24

Case Management

Not enough data

Feature Not Available

Calendar Management

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Territory Management

Not enough data

Not enough data

Financial Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Marketing Automation

Campaign Management

Not enough data

8.1(won by default)

28

Lead Management

Not enough data

7.8(won by default)

27

Marketing Analytics

Not enough data

7.5(won by default)

29

Email Management

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Sales Force Automation

Pipeline Management

Not enough data

7.4(won by default)

22

Task Management

Not enough data

8.1(won by default)

24

Product and Price List Management

Not enough data

Feature Not Available

Quote and Order Management

Not enough data

Feature Not Available

Contract Management

Not enough data

Feature Not Available

Contact Management

Not enough data

Not enough data

Agentic AI - Financial Services CRM

Decision Making

Not enough data

Not enough data

Additional Functionality

Search/Filter

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Expense Tracking

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Calendar Sync

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Relationship Tracking

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

API

Not enough data

Not enough data

Team Assignments

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

For Financial Institutions

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Insellerate](https://images.g2crowd.com/uploads/product/hd_favicon/dbba9dbc987d6884fe25cb2c5eb9c01a/insellerate.svg "Insellerate")](https://www.g2.com/products/insellerate/reviews)

Insellerate

Small-Business(50 or fewer emp.)

32.0%

Mid-Market(51-1000 emp.)

60.0%

Enterprise(\> 1000 emp.)

8.0%

[![Total Expert](https://images.g2crowd.com/uploads/product/hd_favicon/2a90f29c8ecbf7e7cda09c272032d761/total-expert.svg "Total Expert")](https://www.g2.com/products/total-expert/reviews)

Total Expert

Small-Business(50 or fewer emp.)

9.7%

Mid-Market(51-1000 emp.)

72.3%

Enterprise(\> 1000 emp.)

18.1%

Small-Business

(50 or fewer emp.)

32.0%

9.7%

Mid-Market

(51-1000 emp.)

60.0%

72.3%

Enterprise

(\> 1000 emp.)

8.0%

18.1%

Reviewers' Industry

[![Insellerate](https://images.g2crowd.com/uploads/product/hd_favicon/dbba9dbc987d6884fe25cb2c5eb9c01a/insellerate.svg "Insellerate")](https://www.g2.com/products/insellerate/reviews)
Insellerate

Financial Services

52.0%

Banking

20.0%

Real Estate

16.0%

Wholesale

4.0%

Information Technology and Services

4.0%

Other

4.0%

[![Total Expert](https://images.g2crowd.com/uploads/product/hd_favicon/2a90f29c8ecbf7e7cda09c272032d761/total-expert.svg "Total Expert")](https://www.g2.com/products/total-expert/reviews)
Total Expert

Financial Services

64.7%

Banking

14.4%

Real Estate

9.8%

Marketing and Advertising

5.2%

Wine and Spirits

0.7%

Other

5.2%

Alternatives

**Insellerate Alternatives**

 ![Shape Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/90ed07575dbde21292ccb0e8cf719fb7/shape-software-shape-mortgage-crm.svg "Shape Mortgage CRM")

[
Shape Mortgage CRM
](/products/shape-software-shape-mortgage-crm/reviews)

 ![Encompass Digital Mortgage Solution](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b5b44eb5780b25b9097f3e3eba5977f9/encompass-digital-mortgage-solution.png "Encompass Digital Mortgage Solution")

[
Encompass Digital Mortgage...
](/products/encompass-digital-mortgage-solution/reviews)

 ![nCino's Mortgage Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png "nCino's Mortgage Suite")

[
nCino's Mortgage Suite
](/products/ncino-s-mortgage-suite/reviews)

 ![BNTouch Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg "BNTouch Mortgage CRM")

[
BNTouch Mortgage CRM
](/products/bntouch-mortgage-crm/reviews)

**Total Expert Alternatives**

 ![Salesforce Financial Services Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Salesforce Financial Services Cloud")

[
Salesforce Financial Services Cloud
](/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews)

 ![HubSpot Marketing Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-marketing-hub.svg "HubSpot Marketing Hub")

[
HubSpot Marketing Hub
](/products/hubspot-marketing-hub/reviews)

 ![HighLevel](https://images.g2crowd.com/uploads/product/hd_favicon/1b1768590601b2f3e308578289b8c50d/highlevel.svg "HighLevel")

[
HighLevel
](/products/highlevel/reviews)

 ![ActiveCampaign](https://images.g2crowd.com/uploads/product/hd_favicon/be9e1369027bd58113f937595c7fbdf0/activecampaign.svg "ActiveCampaign")

[
ActiveCampaign
](/products/activecampaign/reviews)