G2 Users Rank Total Expert a Mortgage CRM & Marketing Automation Leader

Rave reviews by G2 users land Total Expert a “Leader” ranking once again in the Marketing Automation category as well as a “Leader” ranking in the Mortgage CRM category for the tenth time in a row. 

Every software provider says they love their customers, but what really matters is whether the customers love them back. 

That’s why user review rankings from sites like G2 matter so much. More than 90 million people—including employees at all Fortune 500 companies—go to G2 every year to get the good, the bad, and the ugly about a technology product’s true capabilities and customer experience (CX)—straight from real users who know it best. 

So, what do real Total Expert users say about Total Expert on G2? 

Well, in G2’s new Spring 2024 Mortgage CRM report—which ranks Total Expert as a “Leader” for the tenth time in a rowa whopping 92% of users said they’d recommend Total Expert to others!  

But that’s not all. Total Expert once again landed a coveted “Leader” ranking in the overall Marketing Automation category, recognizing the immense business value our platform delivers to all types of financial services firms—mortgage lenders, banks, credit unions, and insurance companies alike. Plus, looking across all G2 categories, 95% of verified Total Expert users rate our platform 4 out of 5 stars (or higher)! 

But time—and business—doesn’t stand still. That’s why we keep innovating our technology and CX in ways we believe will have the greatest impact for our customers. And much of that innovation is based on what real Total Expert customers tell us they need. 

For example, in the last six months alone, we’ve expanded what our Customer Intelligence solution can do in two significant ways based on requests and feedback from Total Expert customers: 

  • Life Event data insights (e.g., getting married/divorced, becoming a parent, graduating from high school/college, changing jobs, purchasing a home, retiring, etc.) enable financial institutions to more purposefully engage with clients at the important moments that matter most in their lives. 
  • Equity and Credit Improvement insights arm sales and marketing teams with an even deeper understanding of each customer’s financial milestones and intent. 

We hyper-focus on our customers—we always have—and that’s a big part of what compels real Total Expert users to share positive reviews on G2 like these: 

  • ★★★★★ “The best marketing platform for loan officers.” — Betsy F., CRM Specialist II  |  Read review 
  • ★★★★★ “Total Expert—game changer.” — Mac V., Mid-Market  |  Read review 
  • ★★★★★ “Total Expert is five-star!” — Chad P., Mid-Market  |  Read review 
  • ★★★★★ “Total Expert is a great, all-around platform for originators.” Jesse L.  |  Read review 
  • ★★★★★ “Amazing data software solution.” — Leslie B., Mid-Market  |  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 
  • ★★★★★ “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 
  • ★★★★★ “Increases adoption of marketing materials immensely.” — Verified user at a mid-market financial services institution  |  Read review 
  • ★★★★★ “Innovative technology with exceptional support.” — Verified user at a small-business bank  |  Read review 
  • ★★★★★ “Incredibly robust and game-changing!” — Verified user at a mid-market financial services institution  |  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 and Digital Marketing Specialist  |  Read review 
  • ★★★★★ “Total Expert is a great way to expand your network and show great customer service.” — Verified user at a small-business financial services institution  |  Read review 
  • ★★★★★ “Bringing CRMs into the digital age.” — Verified user in banking  |  Read review 
  • ★★★★★ “[Total Expert] gives LOs everything they need to market to their clientele in one modern, clean, and simple tool.” — Carlos J., Enterprise  |  Read review 

Read all G2 user reviews for Total Expert >

If you’re one of the many Total Expert users who ranked us so highly on G2—THANK YOU! We truly appreciate and value you. 

If you’re wondering how much of a game-changer Total Expert can be for your organization, set up some time to connect with our team and take a personalized tour of our purpose-built customer engagement platform.