--- 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

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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

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## 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

[

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Birdeye

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 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

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BombBomb

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 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Capacity

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 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

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 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

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Digital Growth Institute

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 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Encompass

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 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Encompass360

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 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

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Experience.com

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Floify

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 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

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 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Instagram for Business

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MAXA Designs

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Newbold

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 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Newzip

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Roostify

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Stripe

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Twilio

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Verse.ai

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ylopo

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 ![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)

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TH

Tiffany H.

Marketing Strategy Manager

Mid-Market (51-1000 emp.)

2/18/2025

"Best Full Circle CRM"

4.5/5

What do you like best about Lead Management?

Total Expert is hands down the best all-in-one CRM I've ever used. In the past, I juggled multiple systems and logins to accomplish just a fraction of what Total Expert offers in one seamless platform. The wide range of integrations it provides to automate the entire loan process through dynamic journeys is truly top-notch, making it a game-changer for marketing teams. Review collected by and hosted on G2.com.

What do you dislike about Lead Management?

Reporting is still an aspect that could use some improvement. Review collected by and hosted on G2.com.

What problems is Lead Management solving and how is that benefiting you?

Data Management, Marketing Automation, Marketing Library. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Kasia S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kasia S.")
KS

Kasia S.

VP, Director of Marketing

Mid-Market (51-1000 emp.)

11/8/2024

"Mortgage Industry CRM"

4/5

What do you like best about Lead Management?

Total Expert has been a great partner for the past several years. They have done their best to assist us with a recent data issue. Jon, Abby, Nicole and Dan have been very helpful. Review collected by and hosted on G2.com.

What do you dislike about Lead Management?

There are some opportunities for growth and change but they are open to their clients suggestions. Because we have a prioprietary LOS it is challenging to send data thru the API. We have a manual process for monthly servicing updates due to change of loan ownership. The email tool could also be better, also for videos and allow you to create an email and schedule it for later. Review collected by and hosted on G2.com.

What problems is Lead Management solving and how is that benefiting you?

We use Total Expert for both Retail and Wholesale. Wholesale uses it primarily for email campaigns and Retail uses it for marketing autmation. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking")
AB

Verified User in Banking

Mid-Market (51-1000 emp.)

11/8/2024

"1 year into running TE"

4/5

What do you like best about Lead Management?

The software is very easy to use and customize to our unique needs. Customer support is always available, and the reps are very knowledgable of the software and the finance industry. I was able to attend the conference last summer and the information presented on the industry and the bonus software learning were very helpful. Review collected by and hosted on G2.com.

What do you dislike about Lead Management?

Onboarding can be a bit overwhelming. There are so many options available that it can be hard to decide on the best path for your company. The team is great, and very knowedgeable and patient in the process, but getting started is a big hurdle. I also wish reporting was better. I wish users could better pull specicfic lists of customers for their needs. We have branch managers who would like to access customer data per their location, create call lists for staff etc, and we have no way to pull out the data we are putting into TE. Review collected by and hosted on G2.com.

What problems is Lead Management solving and how is that benefiting you?

Mortgage lenders came to us with the need for a CRM. They are very happy with the data it provides. It was a bonus that marketing was also looking for a new automaton provider. It provides the lending team some autonomy in how they want to communicate with their clients, but we also know that what they are sending is marketing approved and compliant. Review collected by and hosted on G2.com.

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2/11/2025
Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![David C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David C.")
DC

David C.

Business Development Manager

Mid-Market (51-1000 emp.)

4/19/2024

"Great Tools for Mortgage Industry Marketing Team"

4.5/5

What do you like best about Lead Management?

The simplicity of sending mass emails and the ability to create a database of marketing materials that users can use at thier own discretion. Review collected by and hosted on G2.com.

What do you dislike about Lead Management?

I think the reporting can be improved, create a place where youc an make custom reports and store them there, then send out communications to people on those reports. Review collected by and hosted on G2.com.

What problems is Lead Management solving and how is that benefiting you?

Mass emails, Marketing database available to end users at all time. Custom websites. Review collected by and hosted on G2.com.

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2/14/2025
Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

SN

Shawn N.

Area Manager

Mid-Market (51-1000 emp.)

11/8/2024

"Marketing Machine"

5/5

What do you like best about Lead Management?

Total Expert is a very intuitive easy to use CRM. Customizing it with focused views ans specific Journey's is a game changer. Integrations are amazing. Not only does it help you keep track of all your data it is a Marketing Machine! Review collected by and hosted on G2.com.

What do you dislike about Lead Management?

I really haven't found much of a downside. Review collected by and hosted on G2.com.

What problems is Lead Management solving and how is that benefiting you?

Centralizing all your data makes it easy to manage, analyze, and take action on it. With an all-in-one system, you can organize contacts, segment your audience, and personalize outreach seamlessly. Plus, with automated marketing journeys, you can set up workflows that keep your audience engaged without constant manual input. This way, you stay in touch consistently while saving time for other priorities. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Chip L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chip L.")
CL

Chip L.

Content & Digital Marketing Specialist

Mid-Market (51-1000 emp.)

11/12/2024

"Great out-of-the-box CRM for mortgage companies"

4/5

What do you like best about Lead Management?

Feature-set works as expected. There has not been any downtime since we've moved to the platform. It allows for logic-based journeys and robust reporting. The UI is very easy to get acclimated with as an end-user or administrator. The launch team and customer support have been excellent. Review collected by and hosted on G2.com.

What do you dislike about Lead Management?

The email editor is not robust and is inferior to modern email campaign providers, like MailChimp and Constant Contact. There are some limitations when it comes to allowing for brand and content customizations. Review collected by and hosted on G2.com.

What problems is Lead Management solving and how is that benefiting you?

Marketing communications to clients and business partners. Organizing contacts internally. Supporting sales team with organizing their day and effectively nurturing and converting leads. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Denise B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Denise B.")
DB

Denise B.

Mortgage Loan Originator

Mid-Market (51-1000 emp.)

6/3/2025

"Customer loans"

5/5

What do you like best about Lead Management?

Ease of Use and Implementation and frequency of use and number of features and ease of integration! Review collected by and hosted on G2.com.

What do you dislike about Lead Management?

Customer Support wasn't always there to help! Review collected by and hosted on G2.com.

What problems is Lead Management solving and how is that benefiting you?

Keep in front of my clients! 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")
AF

Verified User in Financial Services

Mid-Market (51-1000 emp.)

6/29/2024

"Total expert Review"

5/5

What do you like best about Lead Management?

The support is unmatched. They are always willing to hop on a call and help out when needed. Having a dedicated CSM that holds weekly or bi weekly calls helps us stay on track with our goals. The use of automation is also very easy to build out and help is always available if needed. Review collected by and hosted on G2.com.

What do you dislike about Lead Management?

The speed of the platform can be improved during peak email send times I.e. holidays, etc.

During those times, emails take a long time to process which isn't helpful for timely emails. Review collected by and hosted on G2.com.

What problems is Lead Management solving and how is that benefiting you?

We were looking for a CRM that provided next level comarketing capabilities and the ability to provide automation to follow the customer from the beginning of the journey to the end and then help us retain them for future business. Review collected by and hosted on G2.com.

Show More

11/8/2024
Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Hope F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hope F.")
HF

Hope F.

AVP I Mortgage Marketing Manager

Mid-Market (51-1000 emp.)

10/25/2024

"A Reliable CRM"

4/5

What do you like best about Lead Management?

Our team has been using Total Expert for 7 years, and overall, it has been a solid tool for managing our mortgage marketing communications. It provides many essential features we need to track leads, manage client/realtor communication, and keep everything organized in one place. The user interface is intuitive enough that new users can get up to speed relatively quickly, which has been a huge plus. Review collected by and hosted on G2.com.

What do you dislike about Lead Management?

Customer support is generally helpful, but response times can sometimes be slow when researching issues. While the platform works well for day-to-day tasks, it occasionally experiences delays in updates, which can disrupt communications at critical moments. Review collected by and hosted on G2.com.

What problems is Lead Management solving and how is that benefiting you?

Total Expert helps us organize customer data, manage and nuture leads, communication automation, and mange content. Review collected by and hosted on G2.com.

Show More

Validated ReviewerSource: G2 invite on behalf of seller

 ![Brian M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian M.")
BM

Brian M.

Director of Sales and Marketing, Senior Vice President, Fulton Mortgage Company

Mid-Market (51-1000 emp.)

1/20/2025

"Senior VP, Director of Sales and Marketing"

4/5

What do you like best about Lead Management?

Total Expert is a true marketing operating system. Total Expert puts real time information in front of mortgage loan officers that helps them grow and develop thier business! Review collected by and hosted on G2.com.

What do you dislike about Lead Management?

At times, some integrations are not as robust as TE and third parties tout. Review collected by and hosted on G2.com.

What problems is Lead Management solving and how is that benefiting you?

Total Expert allows us to automate our communication with our current and past clients as well as seemlessly communicate and update them. Review collected by and hosted on G2.com.

Show More

Validated ReviewerSource: Organic

## 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

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Surefire CRM

4/5(20)

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##### 
##### 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)

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##### 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)

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