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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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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
Carrie C.
CC
Carrie C.
Division Marketing Director at Main Street Home Loans
11/05/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Comprehensive Loan Insights and Streamlined Pipeline Views

|Lead Management
The in-depth options to see loan data and focused pipeline views
Sharmin H.
SH
Sharmin H.
Marketing Coordinator | Brand Design | Social Media Specialist
11/05/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

A growing journey to becoming an expert in Total Expert

|Lead Management
I love how we have every option to maintain relationships with our client base, customers, and track performance from our LO’s themselves in their journey to closing loans. As someone who is very new to the mortgage/finance industry, I am so impressed that something like TE exists because it really is a treasure chest full of everything you want and need.
Verified User in Financial Services
AF
Verified User in Financial Services
11/04/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Boosts Efficiency and Loan Growth with Powerful CRM Tools

|Lead Management
Total Expert is a robust mortgage marketing CRM that streamlines data organization, turning information into actionable strategies. This approach has contributed to greater efficiency and has supported loan growth.

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