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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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All Products & Services

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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
KW
Karla W.
10/21/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great Visual Journey Mapping, But Limited Task Sharing

|Lead Management
I like the ability to visual see the path a client would take on a journey
Bryan U. C.
BC
Bryan U. C.
Mortgage Executive Leading Lending Teams with 25 years experience NMLS #783161
07/14/2025
Validated Reviewer
Verified Current User
Review source: Organic
Incentivized Review

THE Tool for mortgage and banking automation

|Lead Management
Very forward looking in their updates and offerings.
Denise B.
DB
Denise B.
Mortgage Loan Originator at Envoy Mortgage NMLS #686806
06/03/2025
Validated Reviewer
Review source: G2 invite
Incentivized Review

Customer loans

|Lead Management
Ease of Use and Implementation and frequency of use and number of features and ease of integration!

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