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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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All Products & Services

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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
Chris M.
CM
Chris M.
12/04/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Automated Emails and Versatile Content Options Make It a Standout

|Lead Management
Automated emails to customers. Plenty of options for content to send my customers
Verified User in Financial Services
UF
Verified User in Financial Services
12/04/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great Marketing Resources, But Takes Time to Learn

|Lead Management
Variety of marketing materials built out by our marketing team.
Ryan S.
RS
Ryan S.
12/04/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Automated Emails Make Marketing and Loan Updates Effortless

|Lead Management
Automated emails for marketing and loan process updates

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