Total Expert
Total Expert: A broad mortgage CRM with a free tier and a focused $100-per-user Premium plan. Ranked #2 of 29 in Mortgage CRM Software by our editors (8.8/10); pricing: Free plan · paid from $100/user/mo; best for teams prioritizing value and compliance.
At a glance
- Editor score8.8 / 10
- PricingFree plan · paid from $100/user/mo
- Best forTeams prioritizing value and compliance
- Free planYes
- Paid from$100/user/mo
- Borrower managementYes
- Founded2016 · Minneapolis, Minnesota, United States
- Facts checked20 Sep 2026
Where it wins
- Complimentary plan includes CRM access and marketing automation
- Compliance workflows include approvals, disclosures, and audit trails
- Loan-status synchronization keeps pipeline stages updated automatically
Where it doesn't
- Premium pricing adds cost at $100 per user per month
- Enterprise mortgage pricing requires a sales conversation
- Broad functionality may exceed the needs of small teams
Our verdict on Total Expert
Total Expert is a customer engagement and CRM platform for mortgage lenders, banks, credit unions, and other financial institutions. It combines borrower and lead records, contact-level activity history, loan-status synchronization, pipeline updates, lead routing, marketing automation, compliant SMS, referral-partner management, compliance workflows, and AI-assisted lead qualification. Loan officers and other customer-facing teams can manage leads, tasks, notes, and messaging through web, iOS, and Android applications.
Pricing is structured as a freemium model. The Complimentary plan costs $0 per month and includes Total Expert CRM access, inbound co-marketing connections, an open house lead capture app, single-property websites, home valuation landing pages, and marketing automation tools. The Premium plan costs $100 per user per month, billed monthly, and adds Focused View and Daily Call Lists, prioritized lead lists, and an event registration app while including everything in Complimentary. This makes the product suitable for teams that want to begin with core CRM and marketing capabilities before paying for additional prospecting and event tools.
Its strongest fit is for organizations that need mortgage-specific workflow coverage rather than a narrow contact database. Automatic loan-status synchronization, two-way compliant SMS, customer journeys, referral management, approvals, disclosures, audit trails, and mobile access connect sales and compliance activities in one system. Integrations include Active Directory, Salesforce, Twilio, Microsoft Office 365, Zillow Tech Connect, BombBomb, and AWS. Smaller teams with simple contact-management needs may find the breadth unnecessary, while mortgage and financial-institution teams seeking coordinated lead, pipeline, marketing, and compliance operations should consider Total Expert.
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Total Expert pricing
All 2 Total Expert plans and prices →
Total Expert fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $100/user/mo |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, ISO 27001, SSO/SAML, 2FA |
| Support | Email, Live chat, Tickets, Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 7 integrations: Active Directory, Salesforce, Twilio, Microsoft Office 365, Zillow Tech Connect, BombBomb … See all → |
| Pricing | Free plan · paid from $100/user/mo (source) |
| Website | totalexpert.com |
| Facts checked | 20 Sep 2026 |
Total Expert integrations
Total Expert lists 7 integrations on its own site.
- Active Directory
- Salesforce
- Twilio
- Microsoft Office 365
- Zillow Tech Connect
- BombBomb
- AWS
See all Total Expert integrations →
Alternatives to Total Expert
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- ShapeA full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.8.7
- Finova Broker CRMA broad mortgage CRM for firms that need configurable compliance and workflow control.8.5
See all Total Expert alternatives →
Total Expert vs the competition
- Total Expert vs Surefire CRM
- Total Expert vs Shape
- Total Expert vs Finova Broker CRM
- Total Expert vs One Mortgage System
- Total Expert vs Empower LO
- Total Expert vs MapleConnect
Compare Total Expert with any tool side by side →
Also Ranked In
Total Expert is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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