G2 Users Rank Total Expert a Leader in Mortgage CRM for 7th Quarter in a Row

Rave reviews from G2 users land Total Expert a “Leader” ranking for mortgage CRM for the seventh consecutive time. 

For the seventh quarter in a row, phenomenal reviews from verified users have landed Total Expert a coveted “Leader” spot in G2’s Mortgage CRM report!  

It’s an honor we don’t take lightly. After all, every vendor believes they deliver innovative, integrated, game-changing technology. But none of that matters if your customers don’t agree. And G2 is where real users can voice their firsthand opinions and be heard.

So, what’s a “Leader” ranking in G2’s Mortgage CRM category really mean? G2 defines mortgage CRM as “tailored software that understands the intricacies of the mortgage industry, and its purpose is to ease the daily responsibilities of loan officers.” Products shown on G2’s Grid® for Mortgage CRM are ranked by customer satisfaction (based on user reviews) and market presence (based on market share, seller size, and social impact).

That’s why G2 standings and reviews matter so much to us here at Total Expert. Receiving recognition as a Mortgage CRM “Leader” tells us the years our experts spent studying banking and lending before building a platform based on real user needs was time well spent. It tells us we’re continuing to listen to, and act upon, customer feedback as we originally intended. It tells us we are continuing to innovate integrated fintech technology that puts the customer experience first. And it tells us what we do helps our customers stay relevant — even grow — in any market with a purpose-built platform.

But the icing on the cake? The Mortgage CRM “Leader” standing isn’t the only thing on G2 that makes us proud. We’re extremely grateful 95% of verified Total Expert users on G2 rate our platform at 4 out of 5 stars (or higher). We’re extremely grateful 91% say they’d recommend Total Expert to others. And we’re extremely grateful more than 70 of them gave us five-star reviews like these:

★★★★★ “Incredibly robust and game-changing!” — Verified user at a mid-market financial services institution  |  Read review

★★★★★ “The best marketing platform for loan officers.” — Betsy F., CRM Specialist II  |  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

★★★★★ “Robust and integrative platform. … I love the ease of use and how in-depth Total Expert is.” — Emily C., Marketing Manager  |  Read review

★★★★★ “Total Expert is a wonderful CRM system that encompasses all of the necessary tools for one to succeed with their business. It’s very user-friendly and easy to navigate. The tools are so easily accessible and make it so mainstream.” — Shelby R., Brand Specialist  |  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

★★★★★ “[Total Expert is] THE tool for mortgage and banking automation.” — Bryan U.C., SVP of Mortgage Banking  |  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

If you’re a Total Expert user who took the time to share with G2 honest feedback about your experience with us, we thank you. It’s that kind of unfiltered insight that helps us grow and improve our technology in the smartest, most impactful ways possible.

Ready to learn more?

See all G2 user reviews for Total Expert