Product Avatar Image

Total Expert

Show rating breakdown
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
Profile Filters

All Products & Services

Product Avatar Image
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
Cheryl A.
CA
Cheryl A.
Senior Loan Officer at NewFed Mortgage Corp.
06/22/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Total Expert Makes Co-Branded Single Property Websites Easy for Daily Promotion

|Lead Management
I use Total Expert daily to create Single Property Websites for promotion on social media for my real estate partners. When a new listing is created for any of my partners, I immediately send a co-branded SPS.
BM
Brynn M.
06/18/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

All in one social media connection and CRM used for easy communication

|Lead Management
I like that Total Expert links to my social media platforms so I am able to make posts directly from my resources and I know they are compliant. I also love being able to have realtors create profiles linked to mine; I use this as a marketing tool frequently.
Verified User in Financial Services
UF
Verified User in Financial Services
06/18/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Send to a Large Database All at Once—Pros and Cons

|Lead Management
Being able to send to a large database all at once.

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