--- 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: '2026-07-18' 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 find Total Expert's **ease of use** exceptional, simplifying customer information management and marketing automation effortlessly. (15 reviews) - Users value the **exceptional customer support** from TotalExpert, appreciating their commitment and comprehensive assistance in operations. (11 reviews) - Users appreciate the **helpfulness** of Lead Management, praising its comprehensive support in client relations and loan tracking. (10 reviews) - Users commend the **seamless integration capabilities** of Total Expert, enhancing workflows and centralizing customer data effectively. (10 reviews) - Users highlight the **automation efficiency** of Total Expert, streamlining processes and enhancing engagement effortlessly. (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:** - New users may find the **learning curve steep** due to overwhelming options and complex setup processes. (5 reviews) - Users find **navigation challenging** due to an overwhelming number of options, impacting the overall user experience. (5 reviews) - Users experience **poor customer support** with slow response times, affecting the overall efficiency during crucial moments. (4 reviews) - Users find **limited customization** options frustrating, as essential features lack flexibility and modern email capabilities. (3 reviews) - Users find the **missing features** in Lead Management frustrating, hindering effective usage and data retrieval. (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. ## 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/lead-management-review-1079611?section=pricing&secure%5Bexpires_at%5D=2026-07-18+06%3A40%3A11+-0500&secure%5Bsession_id%5D=0f6b4f1c-5cd8-4899-93d7-9460794a548d&secure%5Btoken%5D=f8e7b07141b7bece8ab8b7c35ba8b1f8ab036765c2b4c92acee3bdb7bbc60a4d&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 - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - 4.4/5.0 (14,205 reviews) - [HighLevel](https://www.g2.com/products/highlevel/reviews) - 4.6/5.0 (632 reviews)