--- 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: '2026-08-10' 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 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](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 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.) 2/16/2022 "Work Smarter not Harder" 5/5 What do you like best about Lead Management? I love that Total Expert have so many integrations and is our sales teams go-to for all things marketing! Review collected by and hosted on G2.com. What do you dislike about Lead Management? I don't like how we have to use journeys to set up groups and pipeline views that we are trying to achieve. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Automation and customization have been a huge asset to our sales teams and our marketing dept. Review collected by and hosted on G2.com. Show More 11/10/2025 Current UserValidated ReviewerIncentivizedSource: Organic ![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.) 12/4/2025 "Great Marketing Resources, But Takes Time to Learn" 3.5/5 What do you like best about Lead Management? Variety of marketing materials built out by our marketing team. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Not very intuitive. It has taken a while to learn the process to publish marketing materials. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Creates the ability to touch multiple affinity partners within a few minutes. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![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.) 11/5/2025 "Unmatched Journey Building with Limitless Possibilities" 4/5 What do you like best about Lead Management? Journey building is fantastic. There are capabilities that are limited only by imagination and time. Review collected by and hosted on G2.com. What do you dislike about Lead Management? At times, support is more limited than ideal but far better than other platforms. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? The sms opt in configuration is coming along nicely Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Seth B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Seth B.") SB Seth B. Marketing Implementation Manager Mid-Market (51-1000 emp.) 11/5/2025 "Outstanding Support and Seamless Integrations" 5/5 What do you like best about Lead Management? The level or support and integrations that TE offers Review collected by and hosted on G2.com. What do you dislike about Lead Management? I would love some more resources for getting adoption up Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Being our crm and making it easier to connect with clients Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller CC Cole C. Marketing Supervisor Small-Business (50 or fewer emp.) 2/11/2025 "The WINS i've seen and had with TotalExpert." 4.5/5 What do you like best about Lead Management? The journey bulilding is top notch and the easiest i've ever used. I'd also like to shoutout all the representatives that work with everyone. I use this platform every day and when I have questions the response is always same day. I also love how easy the import and campaign builders are. This was one of the first implimentation and integration that I was a part of and it was a breeze! Review collected by and hosted on G2.com. What do you dislike about Lead Management? The only thing I would like for TotalExpert to include is an easier way to look at report results. For example, when I send a campaign I wish I could easily click to see who didnt open the email, so I can easily target them for a second go around. I know a work around would be to build a journey, but we use multiple small campains within a month and it would be great to easily see reports of contacts who have and have not interacted with an email. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Again, the journey building is a breeze and I love how easy it is to build a journey as well as have all the pre-built journeys too. Another favorite feature is the automatic connection with our Core. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Scott K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scott K.") SK Scott K. Vice President of Marketing And Business Development Mid-Market (51-1000 emp.) 11/18/2024 "The GOLD standard in a mortgage CRM and marketing platform" 5/5 What do you like best about Lead Management? Total Expert has a wonderful UX that makes it easy for loan officers to use. Their journey functionality is the absolute best for multi platform campaigns and full automation. Their customer support is top notch, whether you are using the online chat or submitting a ticket. Total Expert moving into the world of customer intelligence has not only saved us money from using a third party platform, but has also helped increase loan volume as well. They keep striving to add and improve the platform, and they are really good at listening to their clients, Review collected by and hosted on G2.com. What do you dislike about Lead Management? When new things come out there often is always a cost and an SOW involved, and even for the most minor adjustments to certain things, the requirement to purchase development hours can be cost prohibitive, meaning many lenders need to get things right the first time during implementation. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Total Expert has provided our company with nearly full marketing communication automation as well as a marketing platform. It puts our loan officers in the driver's seat when it comes to marketing - they do not have to wait for our team to generate or produce a flyer. It also positions our loan officers as valuable partners to real estate agents because agents are able to access the marketing tools within the platform as well. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Kyle C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kyle C.") KC Kyle C. Marketing Director Mid-Market (51-1000 emp.) 1/14/2025 "Can there be a Total Expert? The answer is YES." 5/5 What do you like best about Lead Management? The out of the box functionality and the ability to integrate with almost anything. This allows us to create hyper-focused hyper-customized and in depth lifecycle marketing for our clients and LO prospects. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Downside is that you can't easily filter co-borrowers in our out and that the Loans tab and Contacts tab don't necesarily speak to one another. Some of the filters you run in the loans tab only work in the loans tab and vice versa. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Being able to inteligently send the right message to the right person at the right time. This allows us to hyper-focus, hyper-customize and our life cycle marketing and be in communication with our leads and clients no matter where they are in their lifecyle journey. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: In-app ![Bryan U. C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bryan U. C.") BC Bryan U. C. Sr. Vice President Mortgage Banking Mid-Market (51-1000 emp.) 6/13/2022 "THE Tool for mortgage and banking automation" 4.5/5 What do you like best about Lead Management? Very forward looking in their updates and offerings. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Nothing has changed. Still very much a great partner. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Serve our customers with relevant timely information based on their interactions. Review collected by and hosted on G2.com. Show More 7/14/2025 Current UserValidated ReviewerIncentivizedSource: Organic MS Mikala S. Origination Support & Product Specialist Manager Mid-Market (51-1000 emp.) 11/8/2024 "Top Customer Experience & Integration CRM" 5/5 What do you like best about Lead Management? One of the top features of Total Expert is the ability ro personalize customer engagement to effectively keep customers up to date on loan status, provide education, and create a seamless experience throughout the loan process. The ability to integrate different mortgage industry systems has been helpful in making our loan officer's business more effective. Finally, the ability to pair well with our Compliance standards gives us peace of mind in the tools and communication we send through Total Expert. Review collected by and hosted on G2.com. What do you dislike about Lead Management? It is hard to pinpoint much to dislike about Total Expert. The only thing is that because the system provides so many great tools, it can be overwhelming for loan officers to learn and master the capabilities quickly. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? One of the top problems that Total Expert is helping us solve is improving customer relationships, streamlining communication and driving more business for our loan officers. We have seen first hand how Total Expert has helped loan officers convert intial loan applications into closed loans in cases where the loan officer may have lacked in communication with the customer. The effortlessness of the automated communication continues to drive the mortgage process forward for customers no matter what status the customer may be in (considering applying for a mortgage, first-time homebuyer, refinance, etc). Integrating Total Expert with our current systems has given our Compliance peace of mind and meets regulatory requirements that are very stringent for our company. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller AJ Alex J. Director of Marketing Mid-Market (51-1000 emp.) 2/19/2025 "Solid CRM product" 3.5/5 What do you like best about Lead Management? Our CSM is wonderful! He's super helpful and always a pleasure to work with. I like the TE content emails and the co-marketing partner features. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Some aspects of the platform aren't the most user friendly. And it isn't super customizable - it would be great if we could change the Daily Digest email and content on lead capture apps. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Many of our users are not comfortable with technology or have time to manage it - TE allows us to manage on their behalf and create automations so they don't have to worry about anything. 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 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(14,912) [ 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(14,912) ](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 [Ecwid vs PrestaShop for a small online store: which is easier to set up and grow with?](https://www.g2.com/discussions/ecwid-vs-prestashop-for-a-small-online-store-which-is-easier-to-set-up-and-grow-with)[Is Wisenet actually worth it for admissions and enrollment management with the strongest candidate communication and tracking features?](https://www.g2.com/discussions/is-wisenet-actually-worth-it-for-admissions-and-enrollment-management-with-the-strongest-candidate-communication-and-tracking-features)[What's the best loyalty software for retail stores](https://www.g2.com/discussions/what-s-the-best-loyalty-software-for-retail-stores) [What is the top case management software for large law firms?](https://www.g2.com/discussions/what-is-the-top-case-management-software-for-large-law-firms)[top contract management software](https://www.g2.com/discussions/what-are-your-top-contract-management-software-picks-in-2025)[Pros and Cons Details](https://www.g2.com/products/total-expert-lead-management/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)