Total Expert

7.2easy start · #4 of 29
in Mortgage CRM Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web. Paid plans from $100/mo.

Total Expert is ranked #4 of 29 in mortgage CRM software on The Geeks Club. It runs on Android, API, iOS, Web. There is a free plan. Paid plans start at $100/mo.

Total Expert plans and pricing

All plans

Complimentary plan Free $0/month Unlimited inbound co-marketing connections · CRM access · Open house lead capture app · Single-property websites · Home valuation landing pages · Print marketing tools · Marketing automation · Zillow Tech Connect, Office365, and BombBomb integrations totalexpert.com · 29 Sept 2026

Premium $100/mo $100 /months (per user) Everything in Complimentary · Focused View and Daily Call Lists · Prioritized Lead Lists · Up to 20 users · Event registration app totalexpert.com · 29 Sept 2026

Compared on mortgage CRM software

Free plan: Yes
Paid from: $100/user/mo
Compliance workflows: Yes

Best Total Expert alternatives

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KudosCRM 0 of 4 in the starter kit Lesson 17.7 MloFlo 0 of 4 in the starter kit Lesson 27.4 Mortgage Magic 0 of 4 in the starter kit Lesson 37.2 Effi 0 of 4 in the starter kit Lesson 56.9 Viato 0 of 4 in the starter kit Lesson 66.9 Aidium 0 of 4 in the starter kit Lesson 76.7

The record

Product: Total Expert describes itself as a Customer Operating System for financial services that unifies customer data, people, and outreach.
Customer IQ: Customer IQ enriches customer profiles with financial signals including credit inquiries, equity changes, rate opportunities, new listings, and life events.
Sales tools: Sales Center provides lead routing, nurturing, pipeline visibility, a mobile app, text messaging, and prioritized lead lists.
Marketing tools: Marketing Center supports multichannel Journeys, targeted campaigns, and a library of compliant content for email, social, and print.
AI: The platform lists AI Sales Assistant voice conversations for qualifying prospects, scheduling appointments, and warm-transferring to loan officers.
Integrations: Total Expert says its integration library includes over 55 industry-leading integrations.
Security: The security page states that Total Expert is SOC 2 compliant and that its security approach is informed by the NIST Cybersecurity Framework and AWS Well-Architected Framework.
Access controls: The platform supports single sign-on, multi-factor authentication, precise privileges, and adaptive authentication that considers device reputation, location, IP address, and user behavior.
Compliance: Total Expert says email and SMS workflows include approvals, reporting, and auditing for TCPA and CAN-SPAM compliance.
Hosting: Total Expert says customer data is hosted in U.S.-based AWS data centers with 24/7 physical security.
Support: Customers can contact support by email or live chat; listed support hours are Monday–Friday 8 a.m.–7 p.m. CT and Saturday 9 a.m.–5 p.m. CT.
Target customers: The platform is described as purpose-built for mortgage lending, banking, credit unions, and insurance.
Founded: 2016
Headquarters: Minneapolis, Minnesota, United States
Price from: $100/mo

Where it ranks on The Geeks Club

Best Mortgage CRM Software in 2026#4 of 29
Best Financial Services CRM Software in 2026#3 of 28

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Sources

totalexpert.com/products/platform-overview· checked 29 Sept 2026
totalexpert.com/why-partner-with-us· checked 29 Sept 2026
totalexpert.com/security· checked 29 Sept 2026
totalexpert.com/customer-support· checked 29 Sept 2026
totalexpert.com· checked 29 Sept 2026
totalexpert.com/realtor-upgrade-program· checked 29 Sept 2026