Our Customers Have Spoken

G2, the world’s leading independent user review site, has named Total Expert a Winter 2025 Leader!

Mortgage CRM

Marketing Automation

Financial Services CRM

Momentum Leader

*Momentum Grid® rank in the top 25% of their category’s products by their users

2024 Designations

Mortgage CRM

Marketing Automation

Financial Services CRM

Mortgage CRM

Marketing Automation

Financial Services CRM Software

Mortgage CRM

Marketing Automation

Mortgage CRM

Leader Mid-Market

Mortgage CRM

Leader Mid-Market

Mortgage CRM

Mortgage CRM

Mortgage CRM

Momentum Leader

Marketing Automation

Mortgage CRM

Financial Services CRM Software

Marketing Automation

Users love us. Like, really love us.

“The best marketing platform for loan officers.”

Betsy F.

CRM Specialist II

“TE knocks it out of the park.”

Jelaire G.

Founder

“Total Expert changes the marketing game.”

Erica P.

Chief Credit of Policy

“The perfect, all-in-one solution.”

Laura M.

Executive Vice President

“Great CRM for mortgage .”

Evan C.

CRM & Digital Marketing Specialist

“A streamlined CRM with a bright future.”

Jordan B.

CRM Specialist II

1600 Utica Ave S. Suite 800
Minneapolis, MN 55416

©2025 Total Expert Inc. All Rights Reserved.

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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. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.