4.5 stars
132+ reviews
Find Out Why 200+ Financial Institutions Chose Total Expert
Total Expert isn’t just a one-size-fits-all SaaS platform. It’s an intelligent automation engine that’s purpose-built to help modern financial institutions increase ROI, drive new growth, and develop lifelong customer relationships.
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reviews
Don't take our word for it
Hear what other financial leaders, marketers, and loan officers love about Total Expert.
“A streamlined CRM with a bright future.”
Dealing with primarily content, the support and turn-around time we get on any issues that arise is typically very quick and helpful. Templates are easy to share and edit. They are also constantly pushing new updates to add new features and optimize current content.

Jordan B.
CRM Specialist II
“Top Customer Experience & Integration CRM.”
One of the top features of Total Expert is the ability ro personalize customer engagement to effectively keep customers up to date on loan status, provide education, and create a seamless experience throughout the loan process. The ability to integrate different mortgage industry systems has been helpful in making our loan officer's business more effective. Finally, the ability to pair well with our Compliance standards gives us peace of mind in the tools and communication we send through Total Expert.

Mikala S.
Origination Support & Product Specialist Manager
“The GOLD standard in mortgage CRM and marketing platform.”
Total Expert has a wonderful UX that makes it easy for loan officers to use. Their Journey functionality is the absolute best for multi-platform campaigns and full automation. Their customer support is top notch, whether you are using the online chat or submitting a ticket.

Scott K.
Vice President of Marketing and Business Development
“Total Expert changes the marketing game.”
I love the ability to be able to store and organize marketing pieces and categories!

Erica P.
Chief Credit of Policy
“TE knocks it out of the park.”
When you work work with TE, you always feel like you have an advocate on your side. Always available to listen, always up for the challenge. You feel heard.

Jelaire G.
Founder
“The WINS I’ve seen and had with Total Expert!”
The Journey bulilding is top notch and the easiest i've ever used. I'd also like to shoutout all the representatives that work with everyone. I use this platform every day and when I have questions the response is always same day. I also love how easy the import and campaign builders are. This was one of the first implimentation and integration that I was a part of and it was a breeze!

Cole C.
Marketing Supervisor
©2025 Total Expert Inc. All Rights Reserved.
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.