Total Expert

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Output—per 1M tokens

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About

Total Expert is ranked #1 of 29 in mortgage CRM software on Inferse. It runs on Android, API, iOS, Web. There is a free plan. Paid plans start at $100/mo.

Compared on mortgage CRM software

Free plan: Yestotalexpert.com
Paid from: $100/user/mototalexpert.com
Compliance workflows: Yestotalexpert.com

Facts

Product: Total Expert describes itself as a Customer Operating System for financial services that unifies customer data, people, and outreach.totalexpert.com · 29 Sept 2026
Customer IQ: Customer IQ enriches customer profiles with financial signals including credit inquiries, equity changes, rate opportunities, new listings, and life events.totalexpert.com · 29 Sept 2026
Sales tools: Sales Center provides lead routing, nurturing, pipeline visibility, a mobile app, text messaging, and prioritized lead lists.totalexpert.com · 29 Sept 2026
Marketing tools: Marketing Center supports multichannel Journeys, targeted campaigns, and a library of compliant content for email, social, and print.totalexpert.com · 29 Sept 2026
AI: The platform lists AI Sales Assistant voice conversations for qualifying prospects, scheduling appointments, and warm-transferring to loan officers.totalexpert.com · 29 Sept 2026
Integrations: Total Expert says its integration library includes over 55 industry-leading integrations.totalexpert.com · 29 Sept 2026
Security: The security page states that Total Expert is SOC 2 compliant and that its security approach is informed by the NIST Cybersecurity Framework and AWS Well-Architected Framework.totalexpert.com · 29 Sept 2026
Access controls: The platform supports single sign-on, multi-factor authentication, precise privileges, and adaptive authentication that considers device reputation, location, IP address, and user behavior.totalexpert.com · 29 Sept 2026
Compliance: Total Expert says email and SMS workflows include approvals, reporting, and auditing for TCPA and CAN-SPAM compliance.totalexpert.com · 29 Sept 2026
Hosting: Total Expert says customer data is hosted in U.S.-based AWS data centers with 24/7 physical security.totalexpert.com · 29 Sept 2026
Support: Customers can contact support by email or live chat; listed support hours are Monday–Friday 8 a.m.–7 p.m. CT and Saturday 9 a.m.–5 p.m. CT.totalexpert.com · 29 Sept 2026
Target customers: The platform is described as purpose-built for mortgage lending, banking, credit unions, and insurance.totalexpert.com · 29 Sept 2026