Best Software for 2025 is now live!
View the Winners
  1. Home
  2. Total Expert
Product Avatar Image

Total Expert

Show rating breakdown
4.5 out of 5 stars
133 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
#1 in 2 categories
Grid® leader
Serving customers since
2012
Profile Type
Category

All Profiles

Profile Filters
Profile Type
Category

Profile Name

Star Rating

96
32
5
1
0

Total Expert Reviews

Review Filters
Profile Name
Star Rating
96
32
5
1
0
Emily C.
EC
Emily C.
Marketing Manager at Sunstreet Mortgage, LLC
06/05/2023
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
Incentivized Review

Incredibly robust and game changing!

|Total Expert
I love that Total Expert meets all of our LO's CRMs needs and also seamlessly integrates with a multitude of other platforms creating ease of automation for our company.
JM
James M.
04/17/2023
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review

You Should Use Total Expert as your CRM

|Total Expert
Ease of use, automation, thorough information and reporting.
Chuck P.
CP
Chuck P.
Branch Manager at CrossCountry Mortgage
01/18/2023
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
Incentivized Review

Very thorough CWRM

|Total Expert
The ability to market in several different ways via several mediums. Great marketing pieces and the ability to share these with business partners.

About

Contact

HQ Location:
St. Louis Park, Minnesota

Social

@TotalExpertInc

What is Total Expert?

Total Expert is the purpose-built customer engagement platform trusted by more than 00 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies.

Details

Year Founded
2012