Total Expert review
A unified engagement platform for large, compliance-focused lenders.
Top 11 rank
#5 of 11
Score
8.3/9.4
Pricing
$$$$ (Custom enterprise pricing)
HQ
Minneapolis, MN, USA
Verdict
Total Expert provides a cohesive platform that combines CRM, marketing automation, and co-marketing capabilities for large financial institutions. Its strength lies in ensuring brand consistency and compliance across hundreds or thousands of loan officers.
What customers praise
The co-marketing functionality allows loan officers and real estate agents to create and deploy compliant co-branded materials in under 5 minutes.
What customers criticise
The platform is enterprise-focused and priced accordingly, making it inaccessible for small to mid-sized independent brokerages.
Best for
Enterprise banks and lenders needing a unified marketing, sales, and customer engagement platform.
At a glance
- Integrations: Encompass, Optimal Blue, Salesforce, Microsoft Dynamics, SimpleNexus
- Compliance: RESPA, TILA, SOC 2 Type II
- Regions served: USA
- Typical onboarding: 30 days
Red flags
Public risk signals as of June 2026: none. No material public risk signals as of 2026-06-29. See the full red-flag report.
Alternatives
See alternatives to Total Expert, or compare against the next-ranked entry: Total Expert vs Shape CRM.
Source: Top 11 The 11 Best CRM Software for Mortgage Brokers (2026), verified June 29, 2026 — no paid placement.