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Total Expert

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4.5 out of 5 stars
158 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

158 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
39
5
1
1

Total Expert Reviews

Review Filters
Profile Name
Star Rating
112
39
5
1
1
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

|Lead Management
The level or support and integrations that TE offers
Ken S.
KS
Ken S.
Marketing Technologist at Dart Bank
11/05/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Innovative Tech for Mortgage Professionals

|Lead Management
Total Expert is a cutting edge product backed by a passionate, knowledgeable team.
Verified User in Financial Services
AF
Verified User in Financial Services
11/05/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Unmatched Journey Building with Limitless Possibilities

|Lead Management
Journey building is fantastic. There are capabilities that are limited only by imagination and time.

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