--- title: Lead Management Reviews meta_title: 'Lead Management Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 157 reviews by the users' company size, role or industry to find out how Lead Management works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 157 scale: '5' date_modified: '2026-07-14' parent_category: name: Loan url: https://www.g2.com/categories/loan --- # Lead Management Reviews **Vendor:** Total Expert **Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 157 ## About Lead Management Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. ## Lead Management Pros & Cons **What users like:** - Users appreciate the **ease of use** of Total Expert, enjoying seamless integration and intuitive customization for optimized workflows. (15 reviews) - Users commend the **exceptional customer support** from TotalExpert, which significantly enhances operational efficiency and user experience. (11 reviews) - Users value the **helpful support** and features of Lead Management, enhancing client relationships and performance tracking. (10 reviews) - Users appreciate the **seamless integrations** of Total Expert, enhancing workflows and centralizing customer data effectively. (10 reviews) - Users praise the **automation efficiency** of Total Expert, enhancing engagement and streamlining processes throughout the customer journey. (6 reviews) - Users find the **easy setup** of Total Expert makes navigating options and building campaigns a breeze. (6 reviews) - Seamless Integration (6 reviews) - Easy Integration (5 reviews) - Email Marketing (5 reviews) - Users find Total Expert to be **incredibly intuitive** , significantly enhancing their CRM experience and overall efficiency. (5 reviews) **What users dislike:** - Users find the **learning curve steep** due to complex setup and numerous options that can be overwhelming. (5 reviews) - Users find the interface **not intuitive** , making navigation and customization more challenging than expected. (5 reviews) - Users experience **limited customer support** with occasional slow response times, impacting the overall effectiveness of the platform. (4 reviews) - Users find the platform's **limited customization** challenging, impacting branding and user experience negatively. (3 reviews) - Users express concerns over **missing features** like email design, reporting, and data accessibility for better management. (3 reviews) - Users find the **platform limitations** frustrating, particularly regarding reporting and visibility for shared contacts. (3 reviews) - Users face **integration issues** with Total Expert, noting some lack robustness and struggles with rate alerts. (2 reviews) - Scheduling Issues (2 reviews) - Slow Performance (2 reviews) - Update Issues (2 reviews) ## Lead Management Reviews ### 1. Total Expert Makes Co-Branded Single Property Websites Easy for Daily Promotion **Rating:** 5.0/5.0 stars **Reviewed by:** Cheryl A. | Mortgage Loan Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2026 **What do you like best about Lead Management?** I use Total Expert daily to create Single Property Websites for promotion on social media for my real estate partners. When a new listing is created for any of my partners, I immediately send a co-branded SPS. **What do you dislike about Lead Management?** I would not say that there is a downside to using it. You get out of it what you put into it. If you are engaged, and entering your real estate partners and clients into marketing groups you can target them for marketing. You have to do the work of setting up the groups, first, however. **What problems is Lead Management solving and how is that benefiting you?** It gives me a solid reason to reach out to past, current, and potential clients, as well as my real estate partners. It also makes it easier to stay engaged and remain top of mind with all of these groups. ### 2. Be Great Again – Keep Up with the Times **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Lead Management?** I loved Total Expert when it first came out, and I even reviewed the system for a previous company of mine to adopt and sat down with some of the sales staff that came out. Unfortunately, I don’t like much about the system anymore, there is nothing special on what it offers. **What do you dislike about Lead Management?** 1) You can't pull up a report to show possible duplicate entries to merge 2) If I have a contact who is a client as well as a referral partner I have to enter them as 2 separate contacts to make sure they get the appropriate marketing 3) When sending out a co-marketing partner request, it doesn't indicate which user it is coming from - the recipient just gets an email to click on. 4) The whole lead, referral source type, and all of that information just seems a bit clunky and confusing and messy 5) I don't like that I can't add in a Title for my referral partners - you can input "Dr", etc. But I can't identify what the title of my referral partner is unless I make a bunch of new groups. I would like to have a group called "Financial Planners" and be able to see what their Title is without having to click on them to read any notes as I have a company that would go under this group but they all do different things. 6) I don't even know if you can add specific hashtags that would work, but you can't tag anyone, you can't add a location and you are only limited to FB, LI, & IG. 7) The bombbomb piece on the templates is finicky. I have a favorited tag where weekly we update the video and title but when I delete the video and add the bombbomb widget back in there, when I select the video it doesn't upload it. I have to add a couple columns with the bombbomb widgets so that one of them will take it and then go delete the extra columns. Seems that Total Expert could take note of most CRMs and update their system accordingly and try and keep up with the times **What problems is Lead Management solving and how is that benefiting you?** It's not solving any of my problems currently other than holding a database and I could do that with an excel spreadsheet - it does have some okay features but again, it's old and hardly relevant anymore. ### 3. All in one social media connection and CRM used for easy communication **Rating:** 4.5/5.0 stars **Reviewed by:** Brynn M. | Mortgage Loan Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Lead Management?** I like that Total Expert links to my social media platforms so I am able to make posts directly from my resources and I know they are compliant. I also love being able to have realtors create profiles linked to mine; I use this as a marketing tool frequently. **What do you dislike about Lead Management?** The "Tags" feature as filters is a bit clunky and often I have to select a tag multiple times before it filters them out. **What problems is Lead Management solving and how is that benefiting you?** Before Total Expert, I was not using a CRM so it is allowing me to keep all my contacts in one location as well as keep in touch with my resources much easier. ### 4. Tasks Keep Me on Track and Nothing Falls Through the Cracks **Rating:** 5.0/5.0 stars **Reviewed by:** Amber O. | Loan Officer Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2026 **What do you like best about Lead Management?** I like the tasks the best. It really helps me stay on track and I do not let people fall through the cracks. **What do you dislike about Lead Management?** I dislike the total expert app. I wish it was more user-friendly and you could do things like create flyers. **What problems is Lead Management solving and how is that benefiting you?** Total expert helps me provide support to realtors without having to be at their ooen house, and it helps me stay in contact with current clients as well as future and past **Official Response from Kate Cosgrove:** > Amber, thank you for this fantastic review! A perfect 5-star rating absolutely makes our team's day. We're thrilled that the Tasks feature is keeping you and your clients organized and on track. That's such a critical part of staying professional and responsive, and knowing it's working for you is huge validation of our roadmap. On the mobile app experience, we hear you that there's room for improvement there, including features like flyer creation. That's the kind of feedback that helps us prioritize what to build next. Keep it coming! Kate Cosgrove Manager, Customer Success kate.cosgrove@totalexpert.com ### 5. Efficient Database Management with Intuitive Alerts **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Lead Management?** I appreciate the regular alerts from Total Expert, especially the listing alerts. They keep me from having to search through 1,500 past mortgages that I have done, which makes managing my database and keeping track of clients' interest rates more efficient. I also appreciate having easy access to all of my past loans, and the seamless integration with our LOS and my MRC lead generating system enhances my workflow. Setting up Total Expert was pretty easy as I'm very familiar with working with CRM systems. **What do you dislike about Lead Management?** Sometimes it can be slow **What problems is Lead Management solving and how is that benefiting you?** I use Total Expert to manage my database and track clients' interest rates. It keeps me updated with regular alerts and provides easy access to my past loans, so I don't need to search through 1,500 past mortgages. ### 6. Empowers Loan Officers with Seamless Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Alex D. | Mortgage Division Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2022 **What do you like best about Lead Management?** I appreciate Total Expert for being a very user-friendly platform that offers a seamless experience from beginning to end, which benefits both marketers and loan officers. I can dive in as little or as much as I want, making it incredibly versatile. The platform enables my team to log in easily and obtain the materials they need to be successful. The ability to automate emails and messaging significantly enhances engagement with consumers, ensuring interactions occur at the right moment without requiring extensive manual input from loan officers. This automation helps streamline our processes and allows us to engage borrowers effectively throughout their journey. I also find the initial setup of Total Expert to be very easy. The invitation manager effectively organizes and executes the necessary steps to ensure a smooth launch for the team. With live onboarding, the entire process is seamless from start to finish, making it a great implementation overall. **What do you dislike about Lead Management?** Because Total Expert takes such a forward approach to listen to their consumers there is nothing at this moment that I dislike about the system. **Recommendations to others considering Lead Management:** Comparing Total Expert to other top industry leading CRM's do not compare to their expertise **What problems is Lead Management solving and how is that benefiting you?** I use Total Expert to empower loan officers by automating customer engagement, enhancing co-marketing relationships, and delivering insights through customer intelligence, ultimately retaining customers for life. ### 7. A growing journey to becoming an expert in Total Expert **Rating:** 5.0/5.0 stars **Reviewed by:** Sharmin H. | Digital Content Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about 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. **What do you dislike about Lead Management?** As someone who is new to Total Expert and having worked alongside some “experts”, I’ve heard concerns about tackling some training issues that they’re not aware of until an LO says, “how do I do this?” And the experts themselves don’t know what to do. I think it would be great if TE had some training modules! **What problems is Lead Management solving and how is that benefiting you?** Total expert is a great partner and is more than just a CRM, Features like CI give us actionable ways to utilize customer data and turn that into more loans closed. ### 8. Easy to Use with Wonderful Reporting Capabilities **Rating:** 4.5/5.0 stars **Reviewed by:** Bob S. | Marketing Specialist and Resident myCU Google, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2026 **What do you like best about Lead Management?** Relatively easy to use with wonderful reporting capabilities. **What do you dislike about Lead Management?** Although it is a very unique product for this market, the cost seems a bit inflated. **What problems is Lead Management solving and how is that benefiting you?** We use it a bit unconventionally, offering the tool to our partners/customers. In doing so, it's helping with their marketing outreach tremendously. Internally, we've automated several outreach campaigns, saving time and delivering consistency. ### 9. Send to a Large Database All at Once—Pros and Cons **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Lead Management?** Being able to send to a large database all at once. **What do you dislike about Lead Management?** Database management is not user friendly. Very hard to keep lists scrubbed and refine the lists to certain target markets. Not very flexible. Site crashes at times, help desk chat only. **What problems is Lead Management solving and how is that benefiting you?** I use it mainly for marketing loan products to Realtors via email. ### 10. Easy to Navigate and Simple to Train On **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Lead Management?** It's easy to navigate, most people in our industry are familiar with it and if not, it's fairly easy to train them on it. **What do you dislike about Lead Management?** I'd like more integrations that don't need Zapier. **What problems is Lead Management solving and how is that benefiting you?** It helps with automations so that my team has less manual work to do. ### 11. Total Expert: Passionate Team, Powerful CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Kaitlin J. **Reviewed Date:** November 05, 2025 **What do you like best about Lead Management?** 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. **What do you dislike about Lead Management?** I would love to see some enhancements in Total Expert, particularly some upgrades and additions that are currently in development. These include the AI sales assistant, customer intelligence insights, and the upcoming data hub. This data hub would allow us to configure and create our own unique reports using AI within the system and that is something we desperately need to leverage our analytics and subsequent workflows. I’m also interested in more plug-and-play and WYSIWYG options within the platform, like creating customized rate quote flyers in house, instead of utilizing the content team. Plus, these would offer ease of use in email building as well as the lead capture apps/lead magnet capabilities **What problems is Lead Management solving and how is that benefiting you?** I use Total Expert as hub, effectively serving as a CRM, data center, and automation tool for print and email marketing, enhancing our mortgage business operations. ### 12. User-Friendly Marketing Suite with Room for More Landing Page Options **Rating:** 5.0/5.0 stars **Reviewed by:** Ron R. **Reviewed Date:** December 04, 2025 **What do you like best about Lead Management?** I like how Total Expert makes it pretty easy to maneuver through the different options. The initial setup was very easy. The marketing tools, such as marketing flyers and social media posts, are what I use the most. I do like the site. **What do you dislike about Lead Management?** I'd like more landing page options to direct prospective customers to when prospecting. The ability to offer free information. Then the customer goes to a landing page to request. I get contact information and they are sent the pdf. **What problems is Lead Management solving and how is that benefiting you?** I use Total Expert for creating marketing flyers, social media posts, and follow-ups. It's pretty easy to maneuver through the different options. ### 13. Automated Emails Make Marketing and Loan Updates Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan S. | Loan officer and sales manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 04, 2025 **What do you like best about Lead Management?** Automated emails for marketing and loan process updates **What do you dislike about Lead Management?** Hard to navigate back like on an internet browser when you want to go back to the previous page you often have to start what you were doing over **What problems is Lead Management solving and how is that benefiting you?** Staying in touch with my sphere, that solves part of the issue of staying top of mind ### 14. Automated Emails and Versatile Content Options Make It a Standout **Rating:** 4.0/5.0 stars **Reviewed by:** Chris M. | Loan Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2025 **What do you like best about Lead Management?** Automated emails to customers. Plenty of options for content to send my customers **What do you dislike about Lead Management?** Maybe too many options! That could be s good thing for dome. Navigating the options is sometimes difficult for me. **What problems is Lead Management solving and how is that benefiting you?** It helps me keep in front of my customers ### 15. Outstanding Service and Continuous Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Emily C. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Lead Management?** I enjoy the constant drive for improvement and the customer service availability. **What do you dislike about Lead Management?** We don’t love the email signature block design features, loan information is not readily available on the contact label, no date specific email sends in a journey. **What problems is Lead Management solving and how is that benefiting you?** They are building an iframe for price my loan supposedly fo their integration patch issue. ### 16. Comprehensive Loan Insights and Streamlined Pipeline Views **Rating:** 5.0/5.0 stars **Reviewed by:** Carrie C. | Division Marketing Manager, Licensed NMLS #609860, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about Lead Management?** The in-depth options to see loan data and focused pipeline views **What do you dislike about Lead Management?** Would like to have contact fields made with drop down feature. Give users the ability to select existing contacts to be populated into fields such as “referred by” **What problems is Lead Management solving and how is that benefiting you?** Implementing CI and rate quotes ### 17. Boosts Efficiency and Loan Growth with Powerful CRM Tools **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2025 **What do you like best about 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. **What do you dislike about Lead Management?** Certain aspects of LO activity reporting as well as reporting for teams or management. **What problems is Lead Management solving and how is that benefiting you?** Total Expert helps reach both first-time and existing customers by providing real-time solutions, as well as sales tools for loan officers. Its data-driven insights allow loan officers to prioritize the most valuable actions, ultimately leading to greater success. ### 18. Innovative Tech for Mortgage Professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Ken S. | Marketing Technologist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about Lead Management?** Total Expert is a cutting edge product backed by a passionate, knowledgeable team. **What do you dislike about Lead Management?** Duplicate contacts continues to be an uphill battle. Deduping needs to be improved. **What problems is Lead Management solving and how is that benefiting you?** Total Expert empowers our sals team to automate communications and design their CRM to work for them. ### 19. Great Visual Journey Mapping, But Limited Task Sharing **Rating:** 5.0/5.0 stars **Reviewed by:** Karla W. | Director of Training and Development, Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Lead Management?** I like the ability to visual see the path a client would take on a journey **What do you dislike about Lead Management?** That tasks and groups are not able to be seen by users that a contact has been shared with. **What problems is Lead Management solving and how is that benefiting you?** What contacts in my database are where and on what journey. ### 20. TE Customer support rules **Rating:** 3.5/5.0 stars **Reviewed by:** Austin T. | Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Lead Management?** Customer support. Out previous CRM was unresponsive **What do you dislike about Lead Management?** Teaching LOs who are hard headed about learning new tools **What problems is Lead Management solving and how is that benefiting you?** Mass emails and social media content ### 21. Work Smarter not Harder **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2022 **What do you like best about Lead Management?** I love that Total Expert have so many integrations and is our sales teams go-to for all things marketing! **What do you dislike about Lead Management?** I don't like how we have to use journeys to set up groups and pipeline views that we are trying to achieve. **What problems is Lead Management solving and how is that benefiting you?** Automation and customization have been a huge asset to our sales teams and our marketing dept. ### 22. Great Marketing Resources, But Takes Time to Learn **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 04, 2025 **What do you like best about Lead Management?** Variety of marketing materials built out by our marketing team. **What do you dislike about Lead Management?** Not very intuitive. It has taken a while to learn the process to publish marketing materials. **What problems is Lead Management solving and how is that benefiting you?** Creates the ability to touch multiple affinity partners within a few minutes. ### 23. Unmatched Journey Building with Limitless Possibilities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about Lead Management?** Journey building is fantastic. There are capabilities that are limited only by imagination and time. **What do you dislike about Lead Management?** At times, support is more limited than ideal but far better than other platforms. **What problems is Lead Management solving and how is that benefiting you?** The sms opt in configuration is coming along nicely ### 24. Outstanding Support and Seamless Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Seth B. | Marketing Implementation Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about Lead Management?** The level or support and integrations that TE offers **What do you dislike about Lead Management?** I would love some more resources for getting adoption up **What problems is Lead Management solving and how is that benefiting you?** Being our crm and making it easier to connect with clients ### 25. The WINS i've seen and had with TotalExpert. **Rating:** 4.5/5.0 stars **Reviewed by:** Cole C. | Marketing Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Lead Management?** The journey bulilding is top notch and the easiest i've ever used. I'd also like to shoutout all the representatives that work with everyone. I use this platform every day and when I have questions the response is always same day. I also love how easy the import and campaign builders are. This was one of the first implimentation and integration that I was a part of and it was a breeze! **What do you dislike about Lead Management?** The only thing I would like for TotalExpert to include is an easier way to look at report results. For example, when I send a campaign I wish I could easily click to see who didnt open the email, so I can easily target them for a second go around. I know a work around would be to build a journey, but we use multiple small campains within a month and it would be great to easily see reports of contacts who have and have not interacted with an email. **What problems is Lead Management solving and how is that benefiting you?** Again, the journey building is a breeze and I love how easy it is to build a journey as well as have all the pre-built journeys too. Another favorite feature is the automatic connection with our Core. ### 26. The GOLD standard in a mortgage CRM and marketing platform **Rating:** 5.0/5.0 stars **Reviewed by:** Scott K. | Vice President of Marketing And Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Lead Management?** Total Expert has a wonderful UX that makes it easy for loan officers to use. Their journey functionality is the absolute best for multi platform campaigns and full automation. Their customer support is top notch, whether you are using the online chat or submitting a ticket. Total Expert moving into the world of customer intelligence has not only saved us money from using a third party platform, but has also helped increase loan volume as well. They keep striving to add and improve the platform, and they are really good at listening to their clients, **What do you dislike about Lead Management?** When new things come out there often is always a cost and an SOW involved, and even for the most minor adjustments to certain things, the requirement to purchase development hours can be cost prohibitive, meaning many lenders need to get things right the first time during implementation. **What problems is Lead Management solving and how is that benefiting you?** Total Expert has provided our company with nearly full marketing communication automation as well as a marketing platform. It puts our loan officers in the driver's seat when it comes to marketing - they do not have to wait for our team to generate or produce a flyer. It also positions our loan officers as valuable partners to real estate agents because agents are able to access the marketing tools within the platform as well. ### 27. Can there be a Total Expert? The answer is YES. **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle C. | Marketing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2025 **What do you like best about Lead Management?** The out of the box functionality and the ability to integrate with almost anything. This allows us to create hyper-focused hyper-customized and in depth lifecycle marketing for our clients and LO prospects. **What do you dislike about Lead Management?** Downside is that you can't easily filter co-borrowers in our out and that the Loans tab and Contacts tab don't necesarily speak to one another. Some of the filters you run in the loans tab only work in the loans tab and vice versa. **What problems is Lead Management solving and how is that benefiting you?** Being able to inteligently send the right message to the right person at the right time. This allows us to hyper-focus, hyper-customize and our life cycle marketing and be in communication with our leads and clients no matter where they are in their lifecyle journey. ### 28. THE Tool for mortgage and banking automation **Rating:** 4.5/5.0 stars **Reviewed by:** Bryan U. C. | Sr. Vice President Mortgage Banking, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2022 **What do you like best about Lead Management?** Very forward looking in their updates and offerings. **What do you dislike about Lead Management?** Nothing has changed. Still very much a great partner. **What problems is Lead Management solving and how is that benefiting you?** Serve our customers with relevant timely information based on their interactions. ### 29. Top Customer Experience & Integration CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Mikala S. | Origination Support & Product Specialist Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Lead Management?** One of the top features of Total Expert is the ability ro personalize customer engagement to effectively keep customers up to date on loan status, provide education, and create a seamless experience throughout the loan process. The ability to integrate different mortgage industry systems has been helpful in making our loan officer's business more effective. Finally, the ability to pair well with our Compliance standards gives us peace of mind in the tools and communication we send through Total Expert. **What do you dislike about Lead Management?** It is hard to pinpoint much to dislike about Total Expert. The only thing is that because the system provides so many great tools, it can be overwhelming for loan officers to learn and master the capabilities quickly. **What problems is Lead Management solving and how is that benefiting you?** One of the top problems that Total Expert is helping us solve is improving customer relationships, streamlining communication and driving more business for our loan officers. We have seen first hand how Total Expert has helped loan officers convert intial loan applications into closed loans in cases where the loan officer may have lacked in communication with the customer. The effortlessness of the automated communication continues to drive the mortgage process forward for customers no matter what status the customer may be in (considering applying for a mortgage, first-time homebuyer, refinance, etc). Integrating Total Expert with our current systems has given our Compliance peace of mind and meets regulatory requirements that are very stringent for our company. ### 30. Solid CRM product **Rating:** 3.5/5.0 stars **Reviewed by:** Alex J. | Director of Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Lead Management?** Our CSM is wonderful! He's super helpful and always a pleasure to work with. I like the TE content emails and the co-marketing partner features. **What do you dislike about Lead Management?** Some aspects of the platform aren't the most user friendly. And it isn't super customizable - it would be great if we could change the Daily Digest email and content on lead capture apps. **What problems is Lead Management solving and how is that benefiting you?** Many of our users are not comfortable with technology or have time to manage it - TE allows us to manage on their behalf and create automations so they don't have to worry about anything. ### 31. Best Full Circle CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Tiffany H. | Marketing Strategy Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Lead Management?** Total Expert is hands down the best all-in-one CRM I've ever used. In the past, I juggled multiple systems and logins to accomplish just a fraction of what Total Expert offers in one seamless platform. The wide range of integrations it provides to automate the entire loan process through dynamic journeys is truly top-notch, making it a game-changer for marketing teams. **What do you dislike about Lead Management?** Reporting is still an aspect that could use some improvement. **What problems is Lead Management solving and how is that benefiting you?** Data Management, Marketing Automation, Marketing Library. ### 32. Mortgage Industry CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Kasia S. | VP, Director of Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Lead Management?** Total Expert has been a great partner for the past several years. They have done their best to assist us with a recent data issue. Jon, Abby, Nicole and Dan have been very helpful. **What do you dislike about Lead Management?** There are some opportunities for growth and change but they are open to their clients suggestions. Because we have a prioprietary LOS it is challenging to send data thru the API. We have a manual process for monthly servicing updates due to change of loan ownership. The email tool could also be better, also for videos and allow you to create an email and schedule it for later. **What problems is Lead Management solving and how is that benefiting you?** We use Total Expert for both Retail and Wholesale. Wholesale uses it primarily for email campaigns and Retail uses it for marketing autmation. ### 33. 1 year into running TE **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Lead Management?** The software is very easy to use and customize to our unique needs. Customer support is always available, and the reps are very knowledgable of the software and the finance industry. I was able to attend the conference last summer and the information presented on the industry and the bonus software learning were very helpful. **What do you dislike about Lead Management?** Onboarding can be a bit overwhelming. There are so many options available that it can be hard to decide on the best path for your company. The team is great, and very knowedgeable and patient in the process, but getting started is a big hurdle. I also wish reporting was better. I wish users could better pull specicfic lists of customers for their needs. We have branch managers who would like to access customer data per their location, create call lists for staff etc, and we have no way to pull out the data we are putting into TE. **What problems is Lead Management solving and how is that benefiting you?** Mortgage lenders came to us with the need for a CRM. They are very happy with the data it provides. It was a bonus that marketing was also looking for a new automaton provider. It provides the lending team some autonomy in how they want to communicate with their clients, but we also know that what they are sending is marketing approved and compliant. ### 34. Great Tools for Mortgage Industry Marketing Team **Rating:** 4.5/5.0 stars **Reviewed by:** David C. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2024 **What do you like best about Lead Management?** The simplicity of sending mass emails and the ability to create a database of marketing materials that users can use at thier own discretion. **What do you dislike about Lead Management?** I think the reporting can be improved, create a place where youc an make custom reports and store them there, then send out communications to people on those reports. **What problems is Lead Management solving and how is that benefiting you?** Mass emails, Marketing database available to end users at all time. Custom websites. ### 35. Marketing Machine **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn N. | Area Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Lead Management?** Total Expert is a very intuitive easy to use CRM. Customizing it with focused views ans specific Journey's is a game changer. Integrations are amazing. Not only does it help you keep track of all your data it is a Marketing Machine! **What do you dislike about Lead Management?** I really haven't found much of a downside. **What problems is Lead Management solving and how is that benefiting you?** Centralizing all your data makes it easy to manage, analyze, and take action on it. With an all-in-one system, you can organize contacts, segment your audience, and personalize outreach seamlessly. Plus, with automated marketing journeys, you can set up workflows that keep your audience engaged without constant manual input. This way, you stay in touch consistently while saving time for other priorities. ### 36. Great out-of-the-box CRM for mortgage companies **Rating:** 4.0/5.0 stars **Reviewed by:** Chip L. | Content & Digital Marketing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Lead Management?** Feature-set works as expected. There has not been any downtime since we've moved to the platform. It allows for logic-based journeys and robust reporting. The UI is very easy to get acclimated with as an end-user or administrator. The launch team and customer support have been excellent. **What do you dislike about Lead Management?** The email editor is not robust and is inferior to modern email campaign providers, like MailChimp and Constant Contact. There are some limitations when it comes to allowing for brand and content customizations. **What problems is Lead Management solving and how is that benefiting you?** Marketing communications to clients and business partners. Organizing contacts internally. Supporting sales team with organizing their day and effectively nurturing and converting leads. ### 37. Customer loans **Rating:** 5.0/5.0 stars **Reviewed by:** Denise B. | Mortgage Loan Originator, Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2025 **What do you like best about Lead Management?** Ease of Use and Implementation and frequency of use and number of features and ease of integration! **What do you dislike about Lead Management?** Customer Support wasn't always there to help! **What problems is Lead Management solving and how is that benefiting you?** Keep in front of my clients! ### 38. Total expert Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 29, 2024 **What do you like best about Lead Management?** The support is unmatched. They are always willing to hop on a call and help out when needed. Having a dedicated CSM that holds weekly or bi weekly calls helps us stay on track with our goals. The use of automation is also very easy to build out and help is always available if needed. **What do you dislike about Lead Management?** The speed of the platform can be improved during peak email send times I.e. holidays, etc. During those times, emails take a long time to process which isn't helpful for timely emails. **What problems is Lead Management solving and how is that benefiting you?** We were looking for a CRM that provided next level comarketing capabilities and the ability to provide automation to follow the customer from the beginning of the journey to the end and then help us retain them for future business. ### 39. A Reliable CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Hope F. | AVP I Mortgage Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Lead Management?** Our team has been using Total Expert for 7 years, and overall, it has been a solid tool for managing our mortgage marketing communications. It provides many essential features we need to track leads, manage client/realtor communication, and keep everything organized in one place. The user interface is intuitive enough that new users can get up to speed relatively quickly, which has been a huge plus. **What do you dislike about Lead Management?** Customer support is generally helpful, but response times can sometimes be slow when researching issues. While the platform works well for day-to-day tasks, it occasionally experiences delays in updates, which can disrupt communications at critical moments. **What problems is Lead Management solving and how is that benefiting you?** Total Expert helps us organize customer data, manage and nuture leads, communication automation, and mange content. ### 40. Senior VP, Director of Sales and Marketing **Rating:** 4.0/5.0 stars **Reviewed by:** Brian M. | Director of Sales and Marketing, Senior Vice President, Fulton Mortgage Company, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2025 **What do you like best about Lead Management?** Total Expert is a true marketing operating system. Total Expert puts real time information in front of mortgage loan officers that helps them grow and develop thier business! **What do you dislike about Lead Management?** At times, some integrations are not as robust as TE and third parties tout. **What problems is Lead Management solving and how is that benefiting you?** Total Expert allows us to automate our communication with our current and past clients as well as seemlessly communicate and update them. ### 41. BIG FAN! **Rating:** 5.0/5.0 stars **Reviewed by:** Megan G. | CRM Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Lead Management?** User interface, complexity in the sense that you all thought of everything, user friendly, support offered, integrations available, **What do you dislike about Lead Management?** reporting. I wish reporting was more robust. We'd especially like to be able to report on attirubtion for loans in regard to CI. **What problems is Lead Management solving and how is that benefiting you?** Mass marketing, CI, database management, marketing library ### 42. Great Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about Lead Management?** ease of use setting up automation and LO UI. **What do you dislike about Lead Management?** email/sms opt in/out cant add back accidental opt outs. sms opt in difficulty. **What problems is Lead Management solving and how is that benefiting you?** Company provided CRm with automation, sms, marketing platform and databse ### 43. The platform is unusable and unreliable; technical support...terrible - UPDATE 1/19/24: - Progress **Rating:** 3.5/5.0 stars **Reviewed by:** Gerald C. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Lead Management?** We have one individual on the TAM team who is wonderful. She meets with us regularly, is highly knowledgeable, and is extremely reliable. She is by far one of the best support specialists I have ever worked with. However, she receives no support from her product development or technical support teams. UPDATE 1/19/24: While implementation took more than a year, we are now up and running, and Total Expert's Management and Executive teams appear to be listening and working diligently to ensure the system is running smoothly and effectively. I'm able to meet with the same TAM specialists on a regular basis and she continues to be a tremendous help in ensuring our journeys are running as they should while helping us create new journeys. These journeys are proving to be a big help to both our operations and retail teams in automating customer communications. Total Expert also gives our marketing team access to data that we typically had to request from our Data team, which now frees up a lot of their time as well. We are finally beginning to see the benefits of automated communications, as the platform is finally working as it should. **What do you dislike about Lead Management?** The entire system is essentially broken. We pulled a customer list today and compared it to a list pulled from our core and the data did not match up at all. When the TAM specialist and I originally discovered the issue and notified the technical support team, we received numerous emails stating that the issue was fixed. But it never was. Today, the tech support person actually acknowledged that there is an issue, but I'm not confident they will follow up or have the issue resolved any time soon. This is just one example of a myriad of issues we've experienced. The amount of time that I have wasted and the amount of resources our bank has dumped into this platform makes me sick to my stomach. It's been nearly two years, and the platform is completely unreliable and essentially broken. The amount of time that I have invested is sickening. It's embarrassing and makes myself and my entire department look bad. UPDATE 1/19/24: Because of the myriad of past issues, developing trust and confidence in the system has been difficult. Our operations, retail, and marketing teams are still leery of the system, but since we've been up and running, there have only been a couple of minor issues that Total Expert has since addressed. We're still unsure of how the Total Expert Management/Executive teams plan to address the previous issues with implementation and technical errors and how they plan to "make the situation right," but we hope to have a resolution soon. **What problems is Lead Management solving and how is that benefiting you?** It is creating additional problems for me. Because the platform is broken and unreliable, and I'm constantly spending time trying to fix it, it serves as no benefit for me. UPDATE 1/19/24: The system is proving to be a big time-saver in automating customer communications. We're able to automate overdraft communications that now save our Operations team 1-2 hours a day in manual customer outreach, Dormant account journeys that save our retail staff time in customer outreach, and onboarding journeys that automate retail communications to new account holders. In addition, it allows our marketing teams to pull customer data that we typically needed our Data teams to pull, saving them a great deal of time as well. ### 44. They Are the Expert... Totally **Rating:** 4.5/5.0 stars **Reviewed by:** Samuel C. | CRM Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2024 **What do you like best about Lead Management?** The team at Total Expert is built on a wide breadth of experts on everything from analytics to automation and even support. I appreciate their ability to not only provide me with what they believe is the best path but are also interested in listening to ideas that could enhance their processes and products as well. I can't shout out to the world enough about how creating a UI that is easy to use for the end user and Total Expert does it regularly! **What do you dislike about Lead Management?** I believe that Total Expert is a good business partner, but to become a great partner there needs to be more ebb and flow to what the platform is capable of doing versus what it could become. **What problems is Lead Management solving and how is that benefiting you?** Follow up, follow up, follow up... Why do loan officers lose deals? Because they are too busy to forget about their pipeline. Total Expert makes it easy to be top of mind constantly! ### 45. Staying Relevant **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Lead Management?** Total Expert is great at staying on top of customer needs and delivering solutions. Our CSM and the TAM team is extremely helpful and explain why or how something works so you understand the full picture. They have added some upgrades that helps to streamline solutions for our Loan Originators. **What do you dislike about Lead Management?** Sometimes it takes longer for the release of upgrades to the platform. While they are great at getting the ball rolling, the true release date tends to be a while from the annoucement of the feature. **What problems is Lead Management solving and how is that benefiting you?** Total Expert helps us deliever automated messages to keep customers in the loop and engaged while our Loan Originators create meaningful relationships in person. ### 46. Total Expert has helped maximize our LOs marketing efforts! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Lead Management?** Total Expert support and our CSM are encouraging, provide new ideas for solutions, and are responsive to any questions or concerns we have. **What do you dislike about Lead Management?** Some functions aren't the most user friendly for our LOs or they run into ideas that they are unable to execute. Ex: not being able to save emails and come back to. **What problems is Lead Management solving and how is that benefiting you?** Automation, social media posting with their integration of social media accounts and the web marketing feature. ### 47. Bringing CRMs into the digital age **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Lead Management?** I like best some of the logic that can be used for Journey building and some of the integrations that are offered to increase automation or pair down technology like Experience.com, Homebot, BombBomb, nCinco, Customer Intelligence, and more! Total Expert has continually shown they're making strong efforts to meet clients where they need to be when almost everything happens digitally. We work with DBAs and Total Expert makes that process easy for onboarding. I like how reachable and helpful different departments are in hearing what's happening and helping us reach a solution. Total Expert leadership makes us feel heard and important! Ben Carlson is also a great Account Executive who advocates for us! It's a huge benefit that Total Expert has Bobbi Jo Dallas focused on engagement in the system and it's tools. **What do you dislike about Lead Management?** I dislike the lack of the admin capabilities where access to view contacts or data related to those contacts and numbers surrounding them isn't possible from the admin account in TE. It's a downside that the system's UX doesn't always follow an LO's train of thought so it can lead to confusion on where to go for what and can affect their engagement level. I dislike that most things are an add-on cost that means we're asking for more money throughout a contract period on a regular basis vs having them tied in to the cost of the accounts. **What problems is Lead Management solving and how is that benefiting you?** Total Expert is solving pairing down tech when it makes sense so that an LO doesn't need to log into or contact multiple people to get the support or data they need on their database. It's helping an LO mine their database for what makes sense for them through focus views, emails, print media, Customer Intelligence, tasks, texting, and more. This allows our team to create more cohesive marketing in a place where our LOs don't have to learn multiple systems and save time by leveraging a lot of automation that talks to one another within the platform. It's allowing our LOs to get in front of the prospects they need to! ### 48. Total Expert is easy to use and offers great marketing tools **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2024 **What do you like best about Lead Management?** Total Expert offers great marketing tools that make sending emails, tracking open rates, and offering social media options to our loans officers easy. We use Campaign Builder a lot and like the capabilities that journeys offer as well. The also offer great customer support through a CSM as well as tech support online. **What do you dislike about Lead Management?** We find the least helpful feature has been the print marketing materials. The printing options provided have not been, in the past, the best value for our team. We can print items much cheaper by using our local printers. **What problems is Lead Management solving and how is that benefiting you?** I don't use Total Expert to solve a lot of business problems. I use it primarily as a marketing tool that I manage and implement for our loan officers. ### 49. The perfect all-in-one solution **Rating:** 4.5/5.0 stars **Reviewed by:** Laura M. | Executive Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2021 **What do you like best about Lead Management?** I love all of the features packed into one system. For my LOs, using one login to access their CRM, flyers, social media posts, tasks and activities, Realtor and co-marketing tools, text messaging, video messaging, and their dashboard is a top-selling point. While most, importantly using automation so they can focus on strictly the activities that require their efforts and actions is what sets Total Expert apart. From the administrator's perspective, the system is user-friendly, and the level of support we receive is second to none. We are kept in the loop of new features and given the tools to succeed from launch onward. **What do you dislike about Lead Management?** We struggle with some of the lack of features tied specifically to our LOS. Populating pricing from our pricing engine is a struggle. We would love to pay additional attention to things like open house flyers and further integrations with additional text tools and recruiting related resources. **What problems is Lead Management solving and how is that benefiting you?** We are solving the problem of limited time and limited output capabilities of our Loan Officers. Total Expert helps elevate the client experience by offering consistency and transparency in our process with a personalized path. My Loan Officers sleep better knowing that they have a personal assistant working behind the scenes to ensure they look good. They can then focus on the more personal outward touch points such as co-marketing and social media. ### 50. TE gives LOs everything they need to market to their clientele in one modern, clean & simple tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos J. | Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Lead Management?** Outside of Total Expert's constant innovations, their support is top notch. When it comes to their library of content support pieces, they have anything one can possibly think of. Job aides, webinars, interactive walk throughs. This allows our loan officers to learn the tool on their own & feel confident using the platform. **What do you dislike about Lead Management?** There isnt anything i'd say we dislike about using Total Expert. One thing that may be nice to have in the future though, may be more enhancements & innovations on the 'email builder" side fo things. **What problems is Lead Management solving and how is that benefiting you?** Total Expert allows us to market to all of our memebers belonging to our credit union as well as any potential leads our loan officers are working with. From, campaigns, to email, & flyers. Everything we need is at our fingertips. Not to mention the customer intelligence side of things which is a super underrated tool that helps our loan officers immensely. ## Lead Management Discussions - [Is total expert free?](https://www.g2.com/discussions/is-total-expert-free) - 1 comment - [View Lead Management pricing details and edition comparison](https://www.g2.com/products/total-expert-lead-management/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-14+09%3A12%3A28+-0500&secure%5Bsession_id%5D=91227daa-37eb-496d-aa16-7807dfb3d8d8&secure%5Btoken%5D=c0413e05ed5ab1f1bc1836eebb049fbb0a5db4342dde1898b99d1e854881fb03&format=llm_user) ## Lead Management Integrations - [AdWerx](https://www.g2.com/products/adwerx/reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - [Azure](https://www.g2.com/products/hopem-azure/reviews) - [BankingBridge](https://www.g2.com/products/bankingbridge/reviews) - [Birdeye](https://www.g2.com/products/birdeye/reviews) - [blend](https://www.g2.com/products/blend/reviews) - [BombBomb](https://www.g2.com/products/bombbomb/reviews) - [Capacity](https://www.g2.com/products/capacity/reviews) - [CardTapp](https://www.g2.com/products/cardtapp/reviews) - [Clever](https://www.g2.com/products/clever-portal-clever/reviews) - [Covered Insurance](https://www.g2.com/products/covered-insurance/reviews) - [Dark Matter Digital](https://www.g2.com/products/dark-matter-digital/reviews) - [Denim Social](https://www.g2.com/products/denim-social-denim-social/reviews) - [Digital Growth Institute](https://www.g2.com/products/digital-growth-institute/reviews) - [Encompass](https://www.g2.com/products/encompass/reviews) - [Encompass360](https://www.g2.com/products/ellie-mae-encompass360/reviews) - [Evocalize](https://www.g2.com/products/evocalize/reviews) - [Experience.com](https://www.g2.com/products/experience-com/reviews) - [Floify](https://www.g2.com/products/floify/reviews) - [Ice Mortgage Technology Platform](https://www.g2.com/products/ice-mortgage-technology-platform/reviews) - [Instagram for Business](https://www.g2.com/products/instagram-for-business/reviews) - [MAXA Designs](https://www.g2.com/products/maxa-designs/reviews) - [Newbold](https://www.g2.com/products/newbold/reviews) - [Newzip](https://www.g2.com/products/newzip/reviews) - [Okta](https://www.g2.com/products/okta/reviews) - [PCLender](https://www.g2.com/products/pclender/reviews) - [Polly.io](https://www.g2.com/products/polly-io/reviews) - [Roostify](https://www.g2.com/products/roostify/reviews) - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Verse.ai](https://www.g2.com/products/verse-ai/reviews) - [ylopo](https://www.g2.com/products/ylopo/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zillow](https://www.g2.com/products/zillow/reviews) ## Lead Management Features **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization **Loan Services** - LOS Integration - Mortage CRM - Alerts - Mortgage CRM - Lender Relationship - Mortgage CRM - Compliance - Mortgage CRM **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Client Management** - Contact Management - Mortgage CRM - Real Estate CRM - Mortgage CRM - Email Marketing Automation - Mortgage CRM **Content** - Automation **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Agentic AI - Mortgage CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Customer Support Portal - Knowledge Base - Support Analytics **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Financial Services CRM** - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications ## Top Lead Management Alternatives - 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