Customer reviews
The Top-Rated Technology for Top-Performing Financial Organizations
Total Expert customers and industry publications consistently rate our platform higher than other financial services CRMs and horizontal solutions.
Scotsman Guide knows the way
Leading financial institutions across the country rely on Total Expert to help them drive customer engagement, build relationships, and drive growth in any market.
11 of the top 20 lenders choose Total Expert
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7 of the top 10 originators leverage Total Expert
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Real reviews from real Total Expert users
Users on G2, the world’s leading independent user review site, have named Total Expert a 2025 Leader!
Mortgage CRM
Marketing Automation
Financial Services CRM
Momentum Leader
Easiest Set Up - Enterprise
*Momentum Grid® rank in the top 25% of their category’s products by their users
Mortgage CRM
Marketing Automation
Financial Services CRM
Momentum Leader*
Easiest Set Up - Enterprise
Users love us. Like, really love us.
Read all G2 reviews for Total Expert
“The WINS I’ve seen and had with Total Expert!”
Cole C.
Marketing Supervisor
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“TE knocks it out of the park.”
Jelaire G.
Founder
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“Total Expert changes the marketing game.”
Erica P.
Chief Credit of Policy
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“The GOLD standard in mortgage CRM and marketing platform.”
Scott K.
Vice President of Marketing and Business Development
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“Top Customer Experience & Integration CRM.”
Mikala S.
Origination Support & Product Specialist Manager
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“A streamlined CRM with a bright future.”
Jordan B.
CRM Specialist II
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Take their word for it
Hear from real Total Expert users as they share their success stories and how they're leveraging our platform to deliver better outcomes for their customers and internal teams.
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resources
Other resources
Expert Insights Podcasts
Financial leaders discuss the latest industry news and trends.
Industry
Resources
Resources
Guides, reports, and studies for modern financial services organizations.
Product
Showcase
Showcase
Dive deep into Total Expert's feature and capabilities.
Events
Find out where we're headed next—and come say hi!
Webinars
Catch the latest conversations between industry experts.
Expert
Academy
Academy
Monthly trainings to help expand your Total Expert skills.
Definitive
Guides
Guides
Learn how to elevate your customer engagement and drive ROI
See Total Expert
in action
Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
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