Our Customers Have Spoken

G2, the world’s leading independent user review site, has named Total Expert a Spring 2024 Leader!

G2 Leader - Spring 2024

Mortgage CRM

G2 Leader - Spring 2024

Marketing Automation

G2 Users Love Us Badge

Users Love Us

G2 category Grid Reports assess reviews by verified users, providing unbiased ratings on user satisfaction, features and price based on the most reviews available anywhere. G2’s Users Love Us badge is earned after collecting 20 reviews with an average rating of 4.0+ stars.

2023-24 Designations

G2 badge for Mortgage CRM Leader for Winter 2024
Mortgage CRM
Leader Mid-Market
G2 badge - Fall 2023
Mortgage CRM
G2 badge Summer 2023
Mortgage CRM
G2 badge - Summer 2023 Momentum Leader
Momentum Leader
G2 High Performer Spring 2023
Marketing Automation
G2 Leader Spring 2023
Mortgage CRM
G2 High Performer Mid-Market
Marketing Automation
Financial Services CRM Software

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.


“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