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
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.
- Mortgage-Specific SmartCRM – Designed exclusively for loan officers, branches, and enterprise lenders.
- Fast to Launch, Easy to Adopt – Simple setup and intuitive tools loan officers actually use.
- Done-For-You Marketing – Automated campaigns for prospects, past clients, and business partners.
- Best-in-Class Integrations – Seamlessly connects with Encompass, nCino, Blend, Optimal Blue, Homebot, MMI, and more.
- SmartScore™ Alerts – AI-powered engagement scoring helps you focus on your hottest opportunities.
- Local Housing Videos – Monthly market updates customized to your region, boosting your advisor credibility.
- Infinite Referral Machine™ – Keeps you top-of-mind to drive repeat and referral business without the burnout.
- Award-Winning Support – Human, hands-on service every step of the way.
Total Expert
Customer reviews
Total Expert
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