MyCRMDashboard Mortgage CRM vs Total Expert

Starting Price

$29.99/month/user

Not provided by vendor

Best For

Mortgage lenders, banks and credit unions looking for a turnkey mortgage lead generating CRM with automated marketing.

Banking and mortgage professionals.

Rating


4.3 / 5
(44)
Read All Reviews

4.3 / 5
(27)
Read All Reviews

Ideal number of Users

2 - 1000+

1000+

Ease of Use


4.4 / 5


  • "Its easy to use, wish we had more options to see the material and to send it in Spanish to our non English speaking clients."

  • "Very beneficial , very easy to use, easy to navigate."


4.1 / 5


Customer Support


4.6 / 5



4.7 / 5


  • "The user interface is very easy to navigate and simple to use which is key for LOs. The Customer support that we receive is second to none."

  • "You aren¿t left out there by yourself calling a 1-800 number or emailing a customer service email when you have issues or questions."

Features & Functionality


4.2 / 5



4 / 5


  • "The support teams and our Customer Success Manager, Mike, are always available and quick to respond."

  • "Total Expert is actually very easy to use and the UI is simplified compared to a lot of other CRM's."

Value for Money


4.3 / 5



4.2 / 5


Product Features

  • close Amortization Schedule
  • check Client Database
  • close Closing Documents
  • close Commercial Mortgages
  • check Contact Management
  • close Credit Reporting
  • close Customer Statements
  • close Document Management
  • close Electronic Applications
  • close Government Loans
  • close Loan Origination
  • close Loan Servicing
  • close Pipeline Management
  • close Pre-Qualification
  • close Refinance Management
  • close Residential Mortgages
Not provided by vendor

Screenshots

View 5 screenshots 149940 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • close Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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MyCRMDashboard Mortgage CRM vs Total Expert

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