Total Expert
A seamless platform, purpose-built for financial institutions
Total Expert is the purpose-built platform providing access to the tools your organization needs to serve customers, drive growth, and stay competitive in an evolving industry—all from day one. No drawn-out implementations, no outrageous staffing or resource requirements. Total Expert is designed to help modern lenders tackle today’s challenges and seize tomorrow’s opportunities.
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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. Total Expert customers and industry publications consistently rate the platform higher than other financial services CRMs and horizontal solutions.
Highlights
Core Services & Platform Capabilities
- Purpose-Built for Financial Services: Unifies data, marketing, sales, AI, and compliance to provide a seamless customer experience across the entire financial journey—from lead generation to long-term retention.
- Customer Intelligence: Enriches your customer profiles with ongoing, proactive data insights that help you truly understand their financial needs and goals, identify critical moments to engage high-quality opportunities, and fuel long-term growth.
- Integrated Marketing Automation: Create personalized, data-driven campaigns that resonate with customers by leveraging customer insights, driving growth and deepening relationships.
- Compliance-Driven Communication: Reduce risk and maintain trust with the Total Expert compliance-centric approach that adheres to industry regulations.
- Industry-Leading Innovation Paired with Intentional Partnerships: From strategic partnerships and integrations with other industry technologies to relationships with industry experts and systems, Total Expert ensures every journey is easier with help from the right partner.
Top-Rated By Users
- G2 Leader: For over 13 consecutive quarters, G2, the world's leading independent user review site has rated Total Expert as the leader, including Mortgage CRM Grid Leader, Marketing Automation High Performer, Financial Services CRM High Performer, and the Momentum Leader.
- Scotsman Guide Leader: Eleven of the top twenty lenders choose Total Expert, and seven out of ten originators leverage it.
Details
Vendor Category
Customer Relationship Management (CRM)
Pricing Model
Feature-Based Pricing
Works well with
Overview
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Product comparison
Total Expert
Wilqo
Evolve Mortgage Services
Overview
Total Expert
Deliver the perfect customer journey
Your POS, LOS, AI-Driven Workflows, Business Intelligence, and more, all in one innovative platform.
Your trusted partner for onshore, outsourced mortgage operations with 25+ years of experience
Highlights
Core Services & Platform Capabilities
- Purpose-Built for Financial Services: Unifies data, marketing, sales, AI, and compliance to provide a seamless customer experience across the entire financial journey—from lead generation to long-term retention.
- Customer Intelligence: Enriches your customer profiles with ongoing, proactive data insights that help you truly understand their financial needs and goals, identify critical moments to engage high-quality opportunities, and fuel long-term growth.
- Integrated Marketing Automation: Create personalized, data-driven campaigns that resonate with customers by leveraging customer insights, driving growth and deepening relationships.
- Compliance-Driven Communication: Reduce risk and maintain trust with the Total Expert compliance-centric approach that adheres to industry regulations.
- Industry-Leading Innovation Paired with Intentional Partnerships: From strategic partnerships and integrations with other industry technologies to relationships with industry experts and systems, Total Expert ensures every journey is easier with help from the right partner.
Top-Rated By Users
- G2 Leader: For over 13 consecutive quarters, G2, the world's leading independent user review site has rated Total Expert as the leader, including Mortgage CRM Grid Leader, Marketing Automation High Performer, Financial Services CRM High Performer, and the Momentum Leader.
- Scotsman Guide Leader: Eleven of the top twenty lenders choose Total Expert, and seven out of ten originators leverage it.
- POS and LOS functionality in one platform: No bolted-on solutions requiring uploading and downloading of information; borrower is active in the same space as the rest of the organization; reduced admin.
- Embedded Business Intelligence: proactively address small issues and identify the next areas of improvement without having to leave the platform!
- Dynamic, modern UX: easy on the eyes for your borrowers and internal team members! Our workflows only show users what's needed based on their role, less noise results in faster decision making.
- Parallel Activity Workflows: Multiple people can work on different parts of the loan at the same time via activities! When work becomes available, the next resource who is available can start!
- Configurable Workflows: Stay with traditional roles or move to an efficient activity-based queue. No need for new tech to do both.
- Proactive Compliance: Integrated disclosures and compliance timers allow you to stay on track without manual oversight
- Speed: did we mention our software is LIGHTNING FAST!? Instantaneous screen loads... get your head into the loan in seconds... enjoy the ride!
- Contract underwriting
- Closed loan reviews and due diligence
- TPR Reviews
- Approved by all major rating agencies for RMBS third-party reviews
- Quality guaranteed and backed by Lloyds of London insurance policy
- Brooks Systems - digital compliance since 1983
Total Expert
Customer reviews
Total Expert
Wilqo
Evolve Mortgage Services
Reviews
June 10, 2025 at 2:23:27 AM
Test review 2
June 10, 2025 at 2:23:03 AM
Test review
Jake Perkins
May 29, 2025 at 3:52:11 PM
test
Jake Perkins
May 29, 2025 at 3:51:46 PM
I really enjoyed working with the Stivot team. They helped provide clear direction and executed effectively on our vision.