Total Expert

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

175 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

122
44
6
2
1

Total Expert Reviews

Review Filters
Profile Name
Star Rating
122
44
6
2
1
Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
10/29/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

All-in-One Features, But Too Complicated to Use Smoothly

|Total Expert
Everything in one software, such as print, social or email.
JW
Jeff W.
Mortgage Loan OriginatorMid-Market (51-1000 emp.)
10/27/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Verified User in Banking
AB
Verified User in Banking
Mid-Market (51-1000 emp.)
10/26/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Set-It-and-Forget-It Lead Tracking That Keeps Follow-Ups on Track

|Total Expert
I love the set it and forget it option. great for tracking leads and post closing follow ups.

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HQ Location:
St. Louis Park, US

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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