--- 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 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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 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](https://www.g2.com/products/zillow/reviews) Show More BF Betsy F. CRM Specialist II Mid-Market (51-1000 emp.) 2/14/2022 "The Best Marketing Platform for Loan Officers" 5/5 What do you like best about Lead Management? Total Expert is very intuitive and easy to use. The support staff is amazing, helpful, and hands-on with excellent follow-up. I have used several different marketing platforms over the last 15 years, and none measure up to Total Expert. They are the first platform I have worked with that focuses on those in the financial arena. They are constantly updating their material and capabilities, making it better and better with each release. Review collected by and hosted on G2.com. What do you dislike about Lead Management? The load times can be slow, and the search bars start working before you are done, causing you to continually re-type your search criteria. There are some issues with the email templates that need to be reworked, but overall, the platform is okay. Review collected by and hosted on G2.com. Recommendations to others considering Lead Management: If you are in the mortgage/loan industry, this is the platform for you. Total Expert will meet all your marketing needs. You will not be disappointed. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Total marketing can be done with TE. From Emails, to Print, Social Media, Texts, and Tasks. It's an all-in-one solution. The LOs I work with are impressed with how much easier it makes their jobs to have everything all in one place. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign ![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.) 10/19/2021 "Total Expert's team is quick and efficient. The product is high quality." 5/5 What do you like best about Lead Management? The platform is user-friendly and easy to navigate. The co-marketing functions are a huge benefit as many Realtors are in awe of the single property sites and listing flyers. The focussed view and the customization of the focussed view, being able to assign to specific teams, etc. is a great benefit. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Receiving conflicting messages from different TE team members. We would like to customize our dashboard and we were originally told it required a SOW then 6 months later we were told there were available dashboard configurations at no cost. Anything beyond the available configurations would require a SOW. In September 2021 we were told automated postcards were available, we advertised this to our LO's and had them opt-in, only to find out this function was not ready and would not be ready until June 2022. These are just two instances of many. The Optimal Blue integration pulls in incorrect rates from OB. OB points the finger at TE and TE points the finger at OB. The customer is left without a solution. It would be great if the Loan Pipeline could have a "saved" view like the contacts list. The dialer does not have a transfer function. Listing insights are inaccurate. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Being able to pull custom reports would be beneficial. We currently have to submit a special request that takes 5-7 business days to receive. Enhanced reporting that we can pull ourselves would be a huge advancement and we are told it may be rolled out by Jan 2023. Review collected by and hosted on G2.com. Show More 8/11/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of sellerAI Translated AB Alejandra B. Digital Marketing Associate Mid-Market (51-1000 emp.) 5/17/2022 "Great Customer Service!" 2.5/5 What do you like best about Lead Management? Open communication with the customer service team. They've been responsive. I'm a new user, so I don't know very well the features and benefits. I've been in touch with our Account Executive and the experience has been great. Review collected by and hosted on G2.com. What do you dislike about Lead Management? They have an extensive online library for self-study training. As a new user, I would prefer a online session with somebody who can provide experiences with the tool. Review collected by and hosted on G2.com. Recommendations to others considering Lead Management: I don't have anything to say yet. I'm a new user. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? To have a better tracking of the sales team and create better marketing campaigns. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite ![Amber W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amber W.") AW Amber W. Mortgage System Administrator Mid-Market (51-1000 emp.) 6/13/2022 "Amazing implementation and continued support" 4.5/5 What do you like best about Lead Management? We love the automated campaigns and ability to post content directly to Social Media. Review collected by and hosted on G2.com. What do you dislike about Lead Management? We would like to have more design control with Lead Capture apps. Especially to add fields we may want to pull into TE Review collected by and hosted on G2.com. Recommendations to others considering Lead Management: I would recommend having a strong admin and marketing team participate in the implementation. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Our biggest win with Total Expert is the Complaince aspect. We have approved content and can run reports on Unsubscribed contacts and social media posts. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic SR Shelby R. Brand Specialist Mid-Market (51-1000 emp.) 4/27/2022 "Total Expert is a wonderful CRM system!" 5/5 What do you like best about Lead Management? Total Expert is a wonderful CRM system that encompasses all of the necessary tools for one to succeed with their business. It's very user-friendly and easy to navigate. The tools are so easily accessible and make it so mainstream. Review collected by and hosted on G2.com. What do you dislike about Lead Management? There are a few things I would change, but very minor like the image library not being able to select multiple to remove. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Solving some template problems on our end to make things more efficient for our loan officers and the benefits are that each loan officer stays on top of their clients with little to no work. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign ![Vall P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vall P.") VP Vall P. Head Product Developer at Otis Oat Milk Small-Business (50 or fewer emp.) 3/23/2022 "‘“GONNA LEAD THE MARKET”" 5/5 What do you like best about Lead Management? It’s really easy to use tool, you can easily get in touch with your agents and It’s help me alot. I don’t use different type of tools when i have TOTAL EXPERT. It is giving me good experience. The best thing i love about is Customization. I mean in every perspective i am loving to use it. Through this tool i can get in touch with my clients in seconds. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Although i am satisfy by it, but still i have little complaints as user, if having an issue then support system does lack sometimws which make me frustrated, i am sure Total EXPERT would be looking into it but still they have to solve it as soon as possible. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? It’s totally amazing and i own it, mark my words It’s gonna lead the market in their own category. I will also say, it’s a huge system it takes your bit more time and brain to understand, but once you’ll understand it will not gonna disappoint you. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") UB Verified User in Banking Mid-Market (51-1000 emp.) 8/11/2022 "Does the job but not as great and efficient as it was sold" 3/5 What do you like best about Lead Management? Everything is within one system and their team has great ideas. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Their flyer portal ("manage marketing tab) is archaic and cumbersome. Like I said, they have great ideas and sold us on those but it gets frustrating that those ideas take a really long time to be put into action. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Working as a platform for our Loan Officers to keep client records which enables digital marketing, survey requests, and provides a portal for us to keep flyers for branding/cobranding. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Christine O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christine O.") CO Christine O. Assistant Vice President Mid-Market (51-1000 emp.) 5/1/2022 "Journey of Shared Success" 4.5/5 What do you like best about Lead Management? Their commitment to our success. We hold shared values as an organization. The importance of relationship building and ongoing support. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Have no experienced downfalls. Even if there may be something that could use enhancing, Total Expert is committed to development and listening to their customers. Review collected by and hosted on G2.com. Recommendations to others considering Lead Management: Set yourself up for success hav e a strong internal team and strategy of what your expectations are. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? Being more intentional and consistent with customer communications and interactions. With such a heavy digital focus, still giving the best possible personal experience. Review collected by and hosted on G2.com. Show More 5/1/2024 Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign ![Randy D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Randy D.") RD Randy D. Director of Marketing Mid-Market (51-1000 emp.) 5/17/2022 "Total Expert Works For Me" 5/5 What do you like best about Lead Management? One of the reasons I like Total Expert is you can dive in and keep things simple or get really complex depending on your needs. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Because of its complexity, you sometime don't know where to start or where to find a resource that explains your question. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? We are using TE to automate communications at key milestones with our customers. TE has allowed us to address our problems and helped us when we have a roadblock. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Dawn D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dawn D.") DD Dawn D. Sports Anchor Mid-Market (51-1000 emp.) 6/12/2022 "Perfect platforms are unicorns!" 5/5 What do you like best about Lead Management? The very best parts of Total Expert involve the customer experience. It's a flexible design that is consistent and easier to navigate. I appreciate that they are constantly innovating. Review collected by and hosted on G2.com. What do you dislike about Lead Management? Some of their roll outs are a bit slower than I would like. Review collected by and hosted on G2.com. Recommendations to others considering Lead Management: Be very clear about your goals and be open to ideas. Review collected by and hosted on G2.com. What problems is Lead Management solving and how is that benefiting you? End to end customer experiences are what we are trying to solve for the next 36 months. Gathering clean first party data and using that data to elevate true brand experiences is one goal. Building brand trust through valued and relevant communication is another. Review collected by and hosted on G2.com. Show More Validated 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(14,914) [ 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(14,914) ](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);)