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
MortgageHalo
Usherpa
Overview
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Product comparison
Total Expert
MortgageHalo
Usherpa
Overview
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.
The most self-driving mortgage CRM
Where Mortgage Expertise Meets Smart Technology.
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.
Why Lenders Choose MortgageHalo
- Too busy to market? Done-for-you campaigns—consistent, professional, and compliant—are sent automatically on the loan officer’s behalf with responses and leads delivered to loan officers.
- Tired of missing deals? Get timely alerts when clients are back in the market—whether it’s a new listing, refinance opportunity, referral trigger, etc...
- Hard to stay in touch? Reliable, automated messages cover the full client lifecycle, from loan milestones to birthdays, surveys, and post-closing follow-up.
- Not sure what works? Proven channels—email, texts, social media, and optional print campaigns—reach clients where they respond best.
- Worried about compliance or adoption? A SaaS platform that’s SOC III compliant, with full implementation and live support.
MortgageHalo is the self-driving CRM loan officers rely on for consistent follow-up, timely opportunities, and long-term growth.
Built for Mortgage Teams – Purpose-driven solutions designed specifically for loan officers, branches, and enterprise lenders, supporting real-world workflows without unnecessary complexity.
Teams stay focused on originating loans and strengthening relationships instead of managing technology.Fast Adoption at Scale – Quick to launch and easy to use, helping teams drive consistent adoption without heavy training or disruption.
Leadership sees faster time to value while loan officers stay productive from day one.Automated, Consistent Engagement – Always-on outreach to prospects, past clients, and referral partners that supports relationship building without adding to loan officer workload.
Meaningful touchpoints happen consistently in the background while loan officers focus on high-impact conversations.Customer Intelligence & Local Credibility – Actionable customer intelligence reveals borrower behavior, engagement signals, and key life moments, guiding loan officers on who to contact, when to reach out, and why it matters.
Combined with localized market insights, every interaction feels timely, relevant, and advisor-led.Enterprise-Grade Support & Connectivity – Seamless alignment with existing systems, backed by hands-on, human support enterprises can rely on.
Teams get responsive guidance from people who understand mortgage and move at the speed of the business.
Total Expert
Customer reviews
Total Expert
Sagent
