G2 Users Again Rank Total Expert as a Category Leader

Rave reviews by G2 users land Total Expert a “Leader” ranking for mortgage CRM for the second year in a row and a “High Performer” distinction in three other categories.

The only thing better than customers singing your product’s praises for you is when they do it on G2, the world’s leading independent user review site.

That’s exactly what happened when exceptional reviews by verified Total Expert users — like 94% of them rating our platform at 4 out of 5 stars (or higher) and 91% saying they’d recommend Total Expert to others — landed our platform a coveted “Leader” spot in G2’s new Spring 2023 Mortgage CRM report.

Defined by G2 as “tailored software that understands the intricacies of the mortgage industry, and its purpose is to ease the daily responsibilities of loan officers,” mortgage CRM is a must-have financial services infrastructure technology that’s becoming even more critical due to growing economic uncertainty, fluctuating interest rates, and increasingly fickle consumers. That’s because lenders — and loan officers — won’t thrive in today’s world if they can’t deliver an unforgettable, differentiated customer experience. And *that* can only be done with the right tools and tech.

It’s why we’re thrilled this is the second year in a row G2 named Total Expert a Mortgage CRM Leader (and the fifth quarter in a row G2 named us a Leader across various industry categories). But that’s not all. We’re pleased to announce that in its Spring 2023 reports, G2 also named Total Expert a “High Performer” in Financial Services CRM and a “High Performer” in Marketing Automation for both Enterprise and Mid-Market.

If you’re one of the many users who ranked Total Expert so highly on G2, THANK YOU. It’s the rich insight and feedback from people like you that enable us to continue to innovate our fintech platform in ways that matter most to your business. We simply couldn’t do it without you.

And, if you’re not yet a Total Expert customer, here’s what a few verified Total Expert users say on G2 about our capabilities, expertise, and customer service, so you can hear it from them firsthand:

  • “[Total Expert is] THE tool for mortgage and banking automation.” — Bryan U.C., SVP of Mortgage Banking  |  Read review
  • “The best marketing platform for loan officers.” — Betsy F., CRM Specialist II  |  Read review
  • “The perfect, all-in-one system.” — Laura M., SVP  |  Read review
  • “Total Expert is a great, all-around platform for originators.” Jesse L.  |  Read review
  • “I will forever be [Total Expert’s] #1 fan.” — Ann. D., CRM Administrator  |  Read review
  • “Great CRM for mortgage professionals.” — Evan C., CRM & Digital Marketing Specialist  |  Read review
  • “The flexibility in [Total Expert’s] Journey Builder is top-notch. You can build, rebuild and make changes on the fly without kicking contacts off the journey. This makes testing and perfecting (yeah, right) a journey very simple.” — Jacob P., CRM Marketing Manager  |  Read review
  • “Total Expert works great for all users, from beginners to advanced users.” — Tony G., Sr. CRM Specialist  |  Read review
  • “Robust and integrative platform. … I love the ease of use and how in-depth Total Expert is.” — Emily C., Marketing Manager  |  Read review
  • “I love that [Total Expert’s] Journeys can be customized to your needs and what your borrowers’ needs are.” — Alex D., Mortgage Division Coordinator  |  Read review

Ready to learn more?

See all G2 user reviews for Total Expert