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Total Expert

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4.5 out of 5 stars
157 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
#1 in 2 categories
Grid® leader
Serving customers since
2012
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Lead Management

157 reviews

Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.

Profile Name

Star Rating

112
38
5
1
1

Total Expert Reviews

Review Filters
Profile Name
Star Rating
112
38
5
1
1
TH
Tiffany H.
02/18/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Best Full Circle CRM

|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.
David C.
DC
David C.
Business Development Manager at Neighborhood Loans
02/14/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great Tools for Mortgage Industry Marketing Team

|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.
Verified User in Financial Services
AF
Verified User in Financial Services
02/13/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great Platform

|Lead Management
ease of use setting up automation and LO UI.

About

Contact

HQ Location:
St. Louis Park, US

Social

@totalexpertinc

What is Total Expert?

Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume for banks, lenders, and credit unions.

Details

Year Founded
2012
Website
totalexpert.com