--- title: Lead Management Reviews meta\_title: 'Lead Management Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 157 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: 157 scale: '5' date\_modified: '2026-08-11' 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 [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") AdWerx ](https://www.g2.com/products/adwerx/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Applied Epic ](https://www.g2.com/products/applied-epic/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Azure ](https://www.g2.com/products/hopem-azure/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") BankingBridge ](https://www.g2.com/products/bankingbridge/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Birdeye ](https://www.g2.com/products/birdeye/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") blend ](https://www.g2.com/products/blend/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") BombBomb ](https://www.g2.com/products/bombbomb/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Capacity ](https://www.g2.com/products/capacity/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") CardTapp ](https://www.g2.com/products/cardtapp/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Clever ](https://www.g2.com/products/clever-portal-clever/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Covered Insurance ](https://www.g2.com/products/covered-insurance/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Dark Matter Digital ](https://www.g2.com/products/dark-matter-digital/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Denim Social ](https://www.g2.com/products/denim-social-denim-social/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Digital Growth Institute ](https://www.g2.com/products/digital-growth-institute/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Encompass ](https://www.g2.com/products/encompass/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Encompass360 ](https://www.g2.com/products/ellie-mae-encompass360/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Evocalize ](https://www.g2.com/products/evocalize/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Experience.com ](https://www.g2.com/products/experience-com/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Floify ](https://www.g2.com/products/floify/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Ice Mortgage Technology Platform ](https://www.g2.com/products/ice-mortgage-technology-platform/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Instagram for Business ](https://www.g2.com/products/instagram-for-business/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") MAXA Designs ](https://www.g2.com/products/maxa-designs/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Newbold ](https://www.g2.com/products/newbold/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Newzip ](https://www.g2.com/products/newzip/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Okta ](https://www.g2.com/products/okta/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") PCLender ](https://www.g2.com/products/pclender/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Polly.io ](https://www.g2.com/products/polly-io/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Roostify ](https://www.g2.com/products/roostify/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Stripe ](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Twilio ](https://www.g2.com/products/twilio/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Verse.ai ](https://www.g2.com/products/verse-ai/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") ylopo ](https://www.g2.com/products/ylopo/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zillow ](https://www.g2.com/products/zillow/reviews) Show More ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") IF Verified User in Financial Services Enterprise (\> 1000 emp.) 5/24/2022 "Robust CRM that works great in the mortgage/realty space" 4.5/5 What do you like best about Lead Management? This solution has very attractive web and print content. It also is a great place to store contact data for both customers and business partners. Finally, the ability to create collateral and co-market it with a realtor in only a few clicks is great! Review collected by and hosted on G2.com. What do you dislike about Lead Management? There are a ton of options on this platform and it was not always clear where to go to find things. Luckily, we had WalkMe on this for our company and leveraged this to learn how to get around. Review collected by and hosted on G2.com. Recommendations to others considering Lead Management: Use this for both a CRM and a Marketing platform. This will help reduce the integration need between a CRM (like Salesforce) and Total Expert, which can be a bit difficult to integrate. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Sending EDDM postcards, marketing email journeys, setting up property listing sites that are co-branded with a realtor, and sending mailers to current and past customers. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Enterprise (\> 1000 emp.) 8/24/2022 "Not Salesforce but it will do" 2.5/5 What do you like best about Lead Management? Specific to the mortgage vertical so the company focuses on mortgage originators which is very helpful. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Requests for Total Expert to turn around are very slowly honored if at all. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Creates a centralized system to have all your contacts in place that you want to market to and find lead opportunities for. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Tara S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tara S.") TS Tara S. Mortgage Marketing Manager Mid-Market (51-1000 emp.) 6/13/2022 "Full circle marketing at best!" 4/5 What do you like best about Lead Management? The ease of this robust system and continued efforts to improve. Review collected by and hosted on G2.com. What do you dislike about Lead Management? The implementation and engagement from users other than marketing is somewhat challenging for late adopters. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Deploying personalized marketing with a few touches of a button. This system has saved us countless design hours. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 8/15/2022 "Total Expert is powerful, even if at times it can be challenging" 3.5/5 What do you like best about Lead Management? The email builder is so close to being a great tool but the bugs need to be fixed, LOVE Single Property Sites Review collected by and hosted on G2.com. What do you dislike about Lead Management? Lots of buggy issues, primarily with the email builder. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Asset sharing, CRM maintenance. a fairly user friendly environment for Loan Officers! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Karissa B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karissa B.") KB Karissa B. Digital Product Manager Enterprise (\> 1000 emp.) 12/17/2021 "Game Changer" 5/5 What do you like best about Lead Management? For me the best thing is the customer support and the innovation they provide. Total Expert is truly there to help us grow our company and provide value to our loan officers. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Nothing! They go above and beyond to address our needs. Whenever we feel that there is a gap, their team works extremely hard to ensure that they resolve the issue and continue to provide value Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? We have been able to solve many problems by using Total Expert. The big one is being able to keep all of our data in a single location, allowing us to run thoughtful and intelligent campaigns using our data. It's also helped our loan officers stay organized and in front of their customers. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign ![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.) 8/9/2022 "very good system" 4.5/5 What do you like best about Lead Management? very easy system to navigate and get familiar with Review collected by and hosted on G2.com. What do you dislike about Lead Management? sometimes when there are updates done to the system there are kinks to be worked out Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? allows me to stay in front of my customers and manage my database information Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Dylan B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dylan B.") DB Dylan B. Digital Marketing Content Specialist Mid-Market (51-1000 emp.) 2/10/2022 "Streamlined, Easy to Use Finance CRM" 5/5 What do you like best about Lead Management? The platformis incredibly easy to use and they're always rolling out new features. Our team really likes the automated communications that trigger based on other platforms. They have a solid list of third party integrations that make this really easy to setup. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Some of the standard content for email, sms, flyers, etc... are a little bland. I would like to see better content in this regard. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? We used Total Expert to replace a few different softwares. It is much easier to track now since it's housed in a single location. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 10/19/2021 "CRM & MOS in one" 4/5 What do you like best about Lead Management? I like that our team doesn't need multiple logins for different solutions, they have tools they need for themselves and comatketing partners in one dashboard. Review collected by and hosted on G2.com. What do you dislike about Lead Management? I think the print marketing tab is lacking, the design isn't great and not enough new content gets added. Review collected by and hosted on G2.com. Recommendations to others considering Lead Management: Plan to have a dedicated "expert" on Total Expert on the team. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? We were solving for having a uniform CRM and MOS. We've realized it's a potential recruiting tool, too. Review collected by and hosted on G2.com. Show More 5/17/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller AF Ashley F. Mortgage Systems Coordinator Mid-Market (51-1000 emp.) 2/11/2022 "Working together to make it work" 5/5 What do you like best about Lead Management? I really love the tools that TE provides our credit union. And they are always very receptive to suggests and helpful when looking for workarounds to other issues. Review collected by and hosted on G2.com. What do you dislike about Lead Management? There are some features that I was used to in a different CRM that are missing from TE, but it is not a deal breaker. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? This is helping our originators keep in touch with members throughout the mortgage process without them really having to think about it. It is a nice personal touch for us. 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") AR Verified User in Real Estate Mid-Market (51-1000 emp.) 10/4/2021 "Total Expert does great automation that focuses on the customer." 3.5/5 What do you like best about Lead Management? I like that TE has a lot of opportunities for automation by offering the journeys and the focused views. Review collected by and hosted on G2.com. What do you dislike about Lead Management? The technology performance dwindles a bit and is not always reliable. Review collected by and hosted on G2.com. Recommendations to others considering Lead Management: It's got great potential in automation and basic CRM functionality, as well as rich marketing. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? We are opening the door for more business growth and allowing LO's to operate more efficiently through automated communications and organized strategy. Review collected by and hosted on G2.com. Show More 5/17/2022 Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign ## 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 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) 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) [ 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(14,916) [ 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(14,916) ](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 [What is the most cost-effective no-code platform for startups?](https://www.g2.com/discussions/what-is-the-most-cost-effective-no-code-platform-for-startups)[What are the best platforms for integrating demand planning with ERP systems?](https://www.g2.com/discussions/what-are-the-best-platforms-for-integrating-demand-planning-with-erp-systems)[Best options for generative AI infrastructure in the SaaS industry](https://www.g2.com/discussions/what-are-the-best-options-for-generative-ai-infrastructure-in-the-saas-industry) [Best data visualization platforms for enterprise analytics](https://www.g2.com/discussions/best-data-visualization-platforms-for-enterprise-analytics)[Which network management software offers the best real-time monitoring?](https://www.g2.com/discussions/which-network-management-software-offers-the-best-real-time-monitoring)[Pros and Cons Details](https://www.g2.com/products/total-expert-lead-management/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)