Total Expert vs HubSpot

Side-by-side from the Top 11 rankings of The 11 Best CRM Software for Mortgage Brokers (2026) and The 11 Best Marketing Automation Software (2026). Last verified June 29, 2026.

The short answer

HubSpot ranks higher on Top 11 (#1 vs #5) for Mortgage brokers and loan officers managing leads, pipelines, and client communication / Marketing managers choosing marketing automation platforms (HubSpot vs Marketo vs ActiveCampaign vs Klaviyo). The best all-in-one platform with an exceptional CRM and user experience, ideal for scaling businesses.

At a glance

Total ExpertHubSpot
Top 11 rank#5 / The 11 Best CRM Software for Mortgage Brokers (2026)#1 / The 11 Best Marketing Automation Software (2026)
Score (out of 9.4)8.39.3
Best forEnterprise marketing & sales platformAll-in-one CRM platform
Pricing$$$$ (Custom enterprise pricing)$$$ ($800 to $3,600/mo)
HQMinneapolis, MN, USACambridge, USA
Founded20122006

Total Expert

A unified engagement platform for large, compliance-focused lenders.

totalexpert.com/

See full entry in The 11 Best CRM Software for Mortgage Brokers (2026)

HubSpot

The best all-in-one platform with an exceptional CRM and user experience, ideal for scaling businesses.

www.hubspot.com

See full entry in The 11 Best Marketing Automation Software (2026)

Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.