--- title: Lead Management Reviews meta\_title: 'Lead Management Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 158 reviews by the users' company size, role or industry to find out how Lead Management works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 158 scale: '5' date\_modified: '2026-08-30' parent\_category: name: Loan url: https://www.g2.com/categories/loan --- # Lead Management Reviews & Product Details Visit Website Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. * * * Product Website Lead Management Seller [Total Expert](https://www.g2.com/sellers/total-expert) Discussions [Lead Management Community](https://www.g2.com/products/total-expert-lead-management/discuss) Solution Type All-in-One Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 5 months [ View More Pricing Information ](https://www.g2.com/products/total-expert-lead-management/pricing) ## Lead Management Integrations (34) What do users say about integrations? Verified by Lead Management [Show More Integrations](https://www.g2.com/products/total-expert-lead-management/integrations) ![Cheryl A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cheryl A.") CA Cheryl A. Mortgage Loan Officer Mid-Market (51-1000 emp.) 6/22/2026 "Total Expert Makes Co-Branded Single Property Websites Easy for Daily Promotion" 5/5 What do you like best about Lead Management? I use Total Expert daily to create Single Property Websites for promotion on social media for my real estate partners. When a new listing is created for any of my partners, I immediately send a co-branded SPS. Review collected by and hosted on G2.com. What do you dislike about Lead Management? I would not say that there is a downside to using it. You get out of it what you put into it. If you are engaged, and entering your real estate partners and clients into marketing groups you can target them for marketing. You have to do the work of setting up the groups, first, however. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? It gives me a solid reason to reach out to past, current, and potential clients, as well as my real estate partners. It also makes it easier to stay engaged and remain top of mind with all of these groups. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate") UR Verified User in Real Estate Small-Business (50 or fewer emp.) 6/23/2026 "Be Great Again – Keep Up with the Times" 0/5 What do you like best about Lead Management? I loved Total Expert when it first came out, and I even reviewed the system for a previous company of mine to adopt and sat down with some of the sales staff that came out. Unfortunately, I don’t like much about the system anymore, there is nothing special on what it offers. Review collected by and hosted on G2.com. What do you dislike about Lead Management? 1) You can't pull up a report to show possible duplicate entries to merge 2) If I have a contact who is a client as well as a referral partner I have to enter them as 2 separate contacts to make sure they get the appropriate marketing 3) When sending out a co-marketing partner request, it doesn't indicate which user it is coming from - the recipient just gets an email to click on. 4) The whole lead, referral source type, and all of that information just seems a bit clunky and confusing and messy 5) I don't like that I can't add in a Title for my referral partners - you can input "Dr", etc. But I can't identify what the title of my referral partner is unless I make a bunch of new groups. I would like to have a group called "Financial Planners" and be able to see what their Title is without having to click on them to read any notes as I have a company that would go under this group but they all do different things. 6) I don't even know if you can add specific hashtags that would work, but you can't tag anyone, you can't add a location and you are only limited to FB, LI, & IG. 7) The bombbomb piece on the templates is finicky. I have a favorited tag where weekly we update the video and title but when I delete the video and add the bombbomb widget back in there, when I select the video it doesn't upload it. I have to add a couple columns with the bombbomb widgets so that one of them will take it and then go delete the extra columns. Seems that Total Expert could take note of most CRMs and update their system accordingly and try and keep up with the times Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? It's not solving any of my problems currently other than holding a database and I could do that with an excel spreadsheet - it does have some okay features but again, it's old and hardly relevant anymore. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller BM Brynn M. Mortgage Loan Officer Mid-Market (51-1000 emp.) 6/18/2026 "All in one social media connection and CRM used for easy communication" 4.5/5 What do you like best about Lead Management? I like that Total Expert links to my social media platforms so I am able to make posts directly from my resources and I know they are compliant. I also love being able to have realtors create profiles linked to mine; I use this as a marketing tool frequently. Review collected by and hosted on G2.com. What do you dislike about Lead Management? The "Tags" feature as filters is a bit clunky and often I have to select a tag multiple times before it filters them out. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Before Total Expert, I was not using a CRM so it is allowing me to keep all my contacts in one location as well as keep in touch with my resources much easier. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") GB Verified User in Banking Mid-Market (51-1000 emp.) 8/18/2026 "Streamlined Lead Management with Compliance Focus" 4/5 What do you like best about Lead Management? I appreciate how Lead Management tools within Total Expert bring full transparency and accountability to our prospect pipeline, which is critical for our regulated banking operations. Previously, prospect information was scattered across emails and spreadsheets, and I once dealt with an awkward situation where two loan officers contacted the same mortgage buyer independently; the client felt confused and questioned our internal coordination. Now the centralized lead queue and status tracking eliminate this chaos. Every prospect owns a single live profile displaying assigned staff, complete outreach history, and current pipeline stage. The built-in connection to compliance-approved messaging templates is invaluable in my daily compliance work. Loan officers can send messages straight from lead records using pre-vetted content stored in IntelligenceBank Knowledge Management, which avoids the risk of sending unregulated promotional text. Last quarter, one team member almost drafted non-compliant wording, but the template restriction blocked improper outreach before it went out. I also depend on the basic reporting features to create weekly pipeline summaries for leadership. The data covers incoming lead volume and average response delays. During the busy spring mortgage season, these reports helped our managers rearrange staff schedules to shorten waiting time for prospects. Although deeper integration with our core banking system would further optimize workflows, the lead management module delivers remarkable value. It stops duplicate client outreach, unifies compliant communication standards, and guarantees every prospective banking customer receives timely, stable support from our team. Review collected by and hosted on G2.com. What do you dislike about Lead Management? First, the platform lacks robust native synchronization with our core banking system. We frequently receive inquiries from prospects who already hold accounts with our institution. There is no automatic matching logic to identify these overlaps. On one occasion, we generated a duplicate lead entry for a long-term client applying for refinancing. A loan officer initiated outreach without viewing the client’s existing account records, making the client feel our team lacked basic information coordination. I have to manually cross-check every new lead against our customer database to prevent similar incidents, and this repetitive work piles up heavily during peak mortgage inquiry seasons. Second, duplicate lead detection works poorly. The system only alerts users when email addresses are almost identical. Many prospects submit inquiries using secondary contact emails, so lots of duplicate profiles remain undetected without matching rules based on names, phone numbers or residential addresses. I spend several hours every week merging redundant records, and this eats up time I originally reserved for auditing compliance documents. We also use Whereby Meetings for virtual client consultations, yet meeting notes cannot auto-sync back to lead profiles. Staff need to manually copy information afterward, which creates another layer of unnecessary administrative labor. If developers improve data sync capabilities and expand multi-condition duplicate identification rules, the platform could greatly reduce our daily manual workload. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Before adopting this lead management system, we tracked prospective clients through scattered emails and shared spreadsheets. I still remember a prospect interested in home equity loans whose inquiry sat unattended for nearly two weeks because no one claimed the lead, and we nearly lost that business opportunity. Lead Management gathers all incoming leads into one unified platform to stop prospects from being overlooked. It enforces standardized, compliance-approved communication, replacing random self-written messages from loan officers. The dashboard provides end-to-end visibility of the client pipeline, so I can quickly spot stagnant leads and push team members to follow up promptly. Response times for new inquiries have improved noticeably compared to our old workflow. We combine the system with Campaign Monitor for large-scale prospect newsletters. While engagement data cannot sync automatically, the lead module still organizes all incoming replies into orderly queues. Many scattered manual tasks such as sorting contact information and confirming lead ownership are streamlined. Our team’s overall operational efficiency rises, and we lower the risk of compliance violations and client-facing miscommunication. Even though manual cross-checks with our core banking system cannot be avoided, this platform lays a solid foundation for standardized prospect management within our mid-sized banking branch. Review collected by and hosted on G2.com. Show More Response from Kate Cosgrove of Total Expert [Editedit](https://www.g2.com/survey_responses/lead-management-review-13317328/official_response/edit) Thank you for this detailed review. You've highlighted exactly where we're delivering value and where our roadmap will deliver improvements. Happy to hear what's working - your compliance story is huge and the fact that template restrictions caught a near-violation before it went out is exactly the risk mitigation regulated institutions need. Things we can improve on: core banking system sync and multi-condition duplication detection. You're right that manually cross-checking every new lead is eating up hours, especially in peak season. This is consistently the highest priority request from our financial services customers. A solution for this is on our roadmap. The enhanced matching on name + phone + address is in active development and should ship later this year. Your compliance success proves Lead Management works for regulated environments, let's remove the integration friction. If you would like to chat so we can be sure to understand your specific banking system and workflow so we can prioritize accordingly, we would love to get on a call with you. Validated ReviewerIncentivizedSource: G2 invite ![Amber O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amber O.") AO Amber O. Loan Officer Assistant Mid-Market (51-1000 emp.) 6/25/2026 "Tasks Keep Me on Track and Nothing Falls Through the Cracks" 5/5 What do you like best about Lead Management? I like the tasks the best. It really helps me stay on track and I do not let people fall through the cracks. Review collected by and hosted on G2.com. What do you dislike about Lead Management? I dislike the total expert app. I wish it was more user-friendly and you could do things like create flyers. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Total expert helps me provide support to realtors without having to be at their ooen house, and it helps me stay in contact with current clients as well as future and past Review collected by and hosted on G2.com. Show More Response from Kate Cosgrove of Total Expert [Editedit](https://www.g2.com/survey_responses/lead-management-review-13032403/official_response/edit) Amber, thank you for this fantastic review! A perfect 5-star rating absolutely makes our team's day. We're thrilled that the Tasks feature is keeping you and your clients organized and on track. That's such a critical part of staying professional and responsive, and knowing it's working for you is huge validation of our roadmap. On the mobile app experience, we hear you that there's room for improvement there, including features like flyer creation. That's the kind of feedback that helps us prioritize what to build next. Keep it coming! Kate Cosgrove Manager, Customer Success kate.cosgrove@totalexpert.com Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G Verified User Mid-Market (51-1000 emp.) 6/18/2026 "Efficient Database Management with Intuitive Alerts" 4.5/5 What do you like best about Lead Management? I appreciate the regular alerts from Total Expert, especially the listing alerts. They keep me from having to search through 1,500 past mortgages that I have done, which makes managing my database and keeping track of clients' interest rates more efficient. I also appreciate having easy access to all of my past loans, and the seamless integration with our LOS and my MRC lead generating system enhances my workflow. Setting up Total Expert was pretty easy as I'm very familiar with working with CRM systems. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Sometimes it can be slow Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? I use Total Expert to manage my database and track clients' interest rates. It keeps me updated with regular alerts and provides easy access to my past loans, so I don't need to search through 1,500 past mortgages. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Alex D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex D.") AD Alex D. Mortgage Division Coordinator Mid-Market (51-1000 emp.) 6/13/2022 "Empowers Loan Officers with Seamless Automation" 5/5 What do you like best about Lead Management? I appreciate Total Expert for being a very user-friendly platform that offers a seamless experience from beginning to end, which benefits both marketers and loan officers. I can dive in as little or as much as I want, making it incredibly versatile. The platform enables my team to log in easily and obtain the materials they need to be successful. The ability to automate emails and messaging significantly enhances engagement with consumers, ensuring interactions occur at the right moment without requiring extensive manual input from loan officers. This automation helps streamline our processes and allows us to engage borrowers effectively throughout their journey. I also find the initial setup of Total Expert to be very easy. The invitation manager effectively organizes and executes the necessary steps to ensure a smooth launch for the team. With live onboarding, the entire process is seamless from start to finish, making it a great implementation overall. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Because Total Expert takes such a forward approach to listen to their consumers there is nothing at this moment that I dislike about the system. Review collected by and hosted on G2.com. Recommendations to others considering Lead Management: Comparing Total Expert to other top industry leading CRM's do not compare to their expertise Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? I use Total Expert to empower loan officers by automating customer engagement, enhancing co-marketing relationships, and delivering insights through customer intelligence, ultimately retaining customers for life. Review collected by and hosted on G2.com. Show More 11/5/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Sharmin H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sharmin H.") SH Sharmin H. Digital Content Specialist Mid-Market (51-1000 emp.) 11/5/2025 "A growing journey to becoming an expert in Total Expert" 5/5 What do you like best about Lead Management? I love how we have every option to maintain relationships with our client base, customers, and track performance from our LO’s themselves in their journey to closing loans. As someone who is very new to the mortgage/finance industry, I am so impressed that something like TE exists because it really is a treasure chest full of everything you want and need. Review collected by and hosted on G2.com. What do you dislike about Lead Management? As someone who is new to Total Expert and having worked alongside some “experts”, I’ve heard concerns about tackling some training issues that they’re not aware of until an LO says, “how do I do this?” And the experts themselves don’t know what to do. I think it would be great if TE had some training modules! Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Total expert is a great partner and is more than just a CRM, Features like CI give us actionable ways to utilize customer data and turn that into more loans closed. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Bob S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bob S.") BS Bob S. Marketing Specialist and Resident myCU Google Mid-Market (51-1000 emp.) 4/24/2026 "Easy to Use with Wonderful Reporting Capabilities" 4.5/5 What do you like best about Lead Management? Relatively easy to use with wonderful reporting capabilities. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Although it is a very unique product for this market, the cost seems a bit inflated. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? We use it a bit unconventionally, offering the tool to our partners/customers. In doing so, it's helping with their marketing outreach tremendously. Internally, we've automated several outreach campaigns, saving time and delivering consistency. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 6/18/2026 "Send to a Large Database All at Once—Pros and Cons" 4/5 What do you like best about Lead Management? Being able to send to a large database all at once. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Database management is not user friendly. Very hard to keep lists scrubbed and refine the lists to certain target markets. Not very flexible. Site crashes at times, help desk chat only. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? I use it mainly for marketing loan products to Realtors via email. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Lead Management? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Lead Management ](https://www.g2.com/products/total-expert-lead-management/discussions/new) GU Guest User • Last activity over 3 years ago Is total expert free? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/is-total-expert-free) GU Guest User What advice do you have for others considering Total Expert for marketing automation? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-total-expert-for-marketing-automation) [ View all Discussions ](https://www.g2.com/products/total-expert-lead-management/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 5 months ### Return on Investment 20 months ### Average Discount 14% [ View More Pricing Information ](https://www.g2.com/products/total-expert-lead-management/pricing) Lead Management Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png "Product Avatar Image") Agentforce Financial... 4.3/5(227) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert-lead-management) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_74390118cdf58a60fb81adaaefdb6287/hubspot-marketing-hub.png "Product Avatar Image") HubSpot Marketing Hub 4.4/5(14,953) [ Compare Now ](https://www.g2.com/compare/hubspot-marketing-hub-vs-total-expert-lead-management) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a793c9873e2d36b058c6572763b4aa0/surefire-crm.png "Product Avatar Image") Surefire CRM 4/5(20) [ Compare Now ](https://www.g2.com/compare/total-expert-lead-management-vs-surefire-crm) ##### ##### Lead Management Features Integration Data Import & Export Tools Integration APIs Platform Customization User, Role, and Access Management Performance and Reliability Email Marketing Building and Personalizing Emails Sending Outbound Emails Manage Email Deliverability Online Marketing Landing Pages and Forms Dynamic Content [ View More Features ](https://www.g2.com/products/total-expert-lead-management/features) ## Top-Rated Alternatives [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5(227) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ ![HubSpot Marketing Hub](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HubSpot Marketing Hub") HubSpot Marketing Hub 4.4/5(14,953) ](https://www.g2.com/products/hubspot-marketing-hub/reviews) [ ![HighLevel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HighLevel") HighLevel 4.6/5(651) ](https://www.g2.com/products/highlevel/reviews) [ View All Alternatives ](https://www.g2.com/products/total-expert-lead-management/competitors/alternatives) ##### Categories on G2 [Marketing Automation](https://www.g2.com/categories/marketing-automation)[Financial Services CRM](https://www.g2.com/categories/financial-services-crm)[Mortgage CRM](https://www.g2.com/categories/mortgage-crm) ##### Explore More [Recommendations for best event management platforms](https://www.g2.com/discussions/what-are-the-best-event-management-platform-recommendations)[What is the best ipaas software](https://www.g2.com/discussions/which-tool-is-considered-the-best-ipaas-software-right-now)[What's the top survey app for employee feedback](https://www.g2.com/discussions/top-survey-app-for-employee-feedback-what-are-people-actually-using) [What are the best Google Workspace academic software options for mid-market companies needing fast rollout without extensive IT overhead?](https://www.g2.com/discussions/what-are-the-best-google-workspace-academic-software-options-for-mid-market-companies-needing-fast-rollout-without-extensive-it-overhead)[What low code mobile app builder platforms are most trusted by operations leaders based on user reviews?](https://www.g2.com/discussions/what-low-code-mobile-app-builder-platforms-are-most-trusted-by-operations-leaders-based-on-user-reviews)[Pros and Cons Details](https://www.g2.com/products/total-expert-lead-management/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)