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Total Expert

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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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Total Expert Reviews

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Profile Name
Star Rating
112
38
5
1
1
Verified User in Real Estate
AR
Verified User in Real Estate
11/10/2025
Validated Reviewer
Verified Current User
Review source: Organic
Incentivized Review

Work Smarter not Harder

I love that Total Expert have so many integrations and is our sales teams go-to for all things marketing!
Kaitlin J.
KJ
Kaitlin J.
11/05/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Total Expert: Passionate Team, Powerful CRM

I am truly impressed with Total Expert as it serves as an incredible hub, not only functioning effectively as a CRM for our mortgage company but also as a powerful data center and automation tool. I am particularly fond of the passion within the Total Expert organization. Interacting with various team members within their various divisions has consistently shown me that everyone is extremely driven and dedicated not only to their direct clients but also to their clients' clients, specifically the borrowers in the mortgage industry. This commitment is reassuring and inspiring. Additionally, Total Expert's integration capabilities are commendable; I use them effectively with Optimal Blue and Encompass, among others. The ability to seamlessly incorporate these tools enhances my workflows significantly. The initial setup of Total Expert was pretty easy, thanks to the excellent support provided by our customer service manager and the startup team. This ease of implementation and the ongoing support make it a standout choice for our needs in print marketing, email marketing, and customer journeys.
Seth B.
SB
Seth B.
11/05/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Outstanding Support and Seamless Integrations

The level or support and integrations that TE offers

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