--- title: "Total Expert Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Total Expert Software - reviews, pricing plans, popular comparisons to other Marketing Automation products and more." source_url: "https://www.capterra.com/p/146103/Total-Expert/" page_type: "product" language: "en" publication_date: "2026-11-01" --- # Total Expert Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 1, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Total Expert ## What is Total Expert? Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. ## What is Total Expert used for? [Marketing Automation](https://www.capterra.com/marketing-automation-software/)[All-in-One Marketing Platform](https://www.capterra.com/all-in-one-marketing-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/) Top alternative Featured Overall rating Based on 49 user reviews Reviews sentiment Positive 92% Neutral 2% Negative 6% Starting price $69 Flat Rate, Per Month Free trial not available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Total Expert?[Manage this product listing](https://www.g2.com/products/total-expert/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Total Expert 4.3 (48) VS. [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $69 Flat Rate, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (48) Ease Of Use 4.5 (6,085) Value For Money 4.3 (41) Value For Money 4.3 (4,702) Customer Service 4.5 (46) Customer Service 4.4 (4,493) ## Total Expert alternatives [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.2 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Keap](https://www.capterra.com/p/76390/Infusionsoft/) [4.1 (1,299)](https://www.capterra.com/p/76390/Infusionsoft/reviews/) Starting price $299.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/76390/Infusionsoft/) [View all alternatives](https://www.capterra.com/p/146103/Total-Expert/alternatives/) ## FAQs about Total Expert Overview ### Which roles and teams benefit most from Total Expert? Total Expert is most used by marketing teams, including managers, coordinators, specialists, directors, and CRM staff, who organize campaigns, contact communications, and branded content. Loan officers and processors use it to manage borrower outreach and loan-related follow-up, while product, project, and executive leaders monitor engagement and coordinate marketing operations. Answer based on 48 reviews Overview ### What company size and industries is Total Expert built for? Total Expert serves banking and mortgage professionals, with midsize businesses representing 44% of reviewers and Financial Services accounting for 79%. It also supports enterprise organizations (29%) and small businesses (27%), with additional adoption in Banking (8%) and Marketing and Advertising (4%). Answer based on 48 reviews Features and Usability ### What are the key features of Total Expert? Total Expert offers CRM, contact and client management, and lead management for tracking relationships and opportunities. It includes marketing automation, campaign management, segmentation, and email marketing, plus live chat, SMS marketing, and multi-channel communication. Additional features include compliance management, access controls/permissions, audit trail, workflow management, and third-party integrations. Integrations ### Which third-party tools and platforms does Total Expert integrate with? Total Expert integrates with LinkedIn for Business, Meta for Business, and Twitter/X. These integrations support connections with major social media and business networking platforms, allowing organizations to coordinate outreach and engagement activities across their external digital channels. Answer based on 13 reviews Getting Started and Support ### What training and onboarding options does Total Expert offer? Total Expert provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided instruction, webinars offer scheduled group learning, and documentation gives written reference material for self-paced review. Answer based on 6 reviews Getting Started and Support ### What customer support options does Total Expert offer, and how do users rate the experience? Total Expert offers email/help desk, a knowledge base, and phone support. Users often describe support teams and customer success contacts as responsive, helpful, and quick to address issues. However, some report slow responses, difficulty getting immediate phone assistance, and help desk guidance that did not resolve product questions. Answer based on 11 reviews Features and Usability ### Is Total Expert easy to use for loan officers? Total Expert makes campaign creation and daily mortgage marketing accessible for many loan officers, with mobile access and organized tools. However, sales teams and administrators may face a learning curve around permissions, co-branded content, social posts, and Encompass mapping. Training and responsive support help teams work through more complex workflows. Answer based on 13 reviews Features and Usability ### Is Total Expert's user interface easy to navigate? Total Expert provides a clean interface that many loan officers can navigate after onboarding and training. The layout supports marketing materials and co-marketing workflows, but some sales teams find navigation takes too many steps. Administrators may also encounter limited template customization, photo upload restrictions, and less intuitive settings. Answer based on 12 reviews ## Features AI summary Based on 6,612 Marketing Automation reviews Capterra reviewers highlight the following features as the top priorities when selecting marketing automation software: - **Email Marketing** (**59%** of reviewers rated this feature as critical) - **Event Triggered Actions** (**48%**) - **Lead Capture** (**51%**) Total Expert supports **Email Marketing** and **Lead Capture**, giving teams the tools to run targeted campaigns and collect prospect information in one system. However, it does not offer **Event Triggered Actions**. Instead, it provides **CRM** (**54%**), which can help businesses manage customer relationships and keep lead data organized, allowing teams to follow up more effectively and improve campaign coordination. Email Marketing 3.9 (13) 84.62% of 13 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Lead Capture 3.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers Lead Management 4.1 (14) 71.43% of 14 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Campaign Management 4.4 (12) 66.67% of 12 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Workflow Management 3.5 (11) 63.64% of 11 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Activity Dashboard 4.0 (8) 75.00% of 8 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Total Expert 35 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - SMS Marketing: Send promotional campaigns or transactional messages via text messages - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Social Promotion: Market event via social media tools - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (48) 4.0 Based on 48 reviews ## Pricing Value for money 4.3 (41) Free Version Basic $69.00 Flat Rate,Per Month Value for money 4.3 (41) 4.3 Based on 41 reviews ## Integrations [ Meta for Business](https://www.capterra.com/p/213257/Facebook/)[ Twitter/X](https://www.capterra.com/p/214056/Twitter/)[ LinkedIn for Business](https://www.capterra.com/p/213505/LinkedIn-for-Business/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (46) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (46) 4.5 Based on 46 reviews ## User reviews Overall rating 4.3 Based on 49 reviews Filter by rating Counts reflect reviews available in this feed. 5(26) 4(19) 3(1) 2(0) 1(3) Mentioned topic Recent reviews first, then most helpful Software Developer 4.0 November 7, 2026 AI summary based on a full review Total Expert provides a powerful solution for managing customer outreach and loan data, enabling teams to operate independently without constant developer input. Despite its strengths, the API documentation and admin interface present challenges that could hinder efficiency. Log in to unlock the full review, detailed ratings, and pros & cons Laura M. Executive Vice President Used the software for: 3-5 years ### "An All-In-One GoTo" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 21, 2023 Pros I love how robust and on the cutting edge Total Expert makes us. Our Loan Officers have a full fledged marketing suite and tools that are both highly automated, customizable, and more than anything purpose-built for each individual Loan Officer and their needs. We love that if the tool isn't built into the system, there is always a strong suite of third-party partners that are highly integrated and easy to implement. What has set Total Expert apart even years later is the constant support, years into our relationship, we still have a regular meeting cadence where we go over any outstanding issues, future releases, and making sure that we are being able to use the system to accomplish our goals and initiatives. I believe strongly that if we aren't successful or miss a release that is impactful, it is not because we don't have the support and transparency from our TE Team. Cons There are a few features that are lacking, or have not been updated in several years - examples of these would be Open House Rate flyers, and the recruiting platform. On the grand scale, very few complaints BS Brand Specialist Brand Specialist Used the software for: 3-5 years ### "Total Expert Tech " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 20, 2023 Overall, Total Expert is one of the best CRM's I have worked with as an Admin and they are always finding new and innovative ways to update he platform and bring the best to our company. Pros The system is easy to use. I can pretty much tell my LO's how to navigate the system without me being in it myself. I do trainings on the whole platform when someone new comes on board with our company so I really deep dive into the whole platform and explain each section. Cons Parts that could be better is maybe folders for the admin images library and in that library a selection button to select multiple images to delete. Make assigning or unassigning Journeys easier on our end. Sometimes it is still confusing. BF Betsy F. CRM Specialist II Used the software for: 3-5 years ### "Use Total Expert for all your financial marketing needs." 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 May 26, 2022 It has been amazing. I love the team we work with, and the ability to add our own collateral/branding. The overall ease of using it makes training easy and marketing almost seamless for those who dive in and get to know the platform. Pros What I like most about this software is that it seems to be the only platform that is structured to specifically be configured to meet the marketing needs of those in the banking/mortgage industry and covers everything: print; email; social; single property sites; lead capture apps; and most importantly syncing/updating financial information. Cons When there is an issue it takes a long time to get it resolved. The updates sometimes cause a problem in a different area of the platform and getting information of how it's being resolved can be challenging, making it difficult to update our users on what's going on and when that functionality will work again. Aman Preet S. Developer Used the software for: Less than 1 year ### "Features of Total Expert" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 30, 2022 Overall experience with Total Expert is pretty much good if you have selected features in mind like financial CRM tools and marketing management tools then one can surely go for it. Pros When it comes to combination of financial CRM and marketing management tool then total expert is one of the leading industry tools in these domain where we get the best handy financial CRM functionalities as well as campaign management embedded tools. Cons Though majorly total expert have various descent features but when it comes to client management and calender management functionality then surely total expert should improve on them. Jacob P. CRM Marketing Manager Used the software for: 3-5 years ### "Always Moving Forward" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 25, 2022 Total Expert is overall simple to use, especially once you get past year 1. Things start to click in the brain and scenarios start popping in your head and it's very easy to take those ideas and create them. The first year you are there and sometimes feel overwhelmed? That's ok! Their CSM and Customer Support teams are always there to help you! Ive built about 100 different journeys from single follow-up journeys to 40 email complicated journeys with split testing and dynamic content. My CSM was always there for me when I had questions. Pros From creating emails, fliers, or social posts to creating automated campaigns and journeys, Total Expert keeps things organized and easy to use for the common user. It also allows the more advanced users space to create and grow ideas they have. Total Expert continues to improve and are constantly adding to their system. Cons The only issue that I have run into is the communication of when something is down or there is a bug. They are getting better at this, but sometimes i feel completely in the dark when there is a server issue or a bug they are working on. KS Katie S. Marketing Specialist Used the software for: 1-3 years ### "Positive Experience With Total Expert" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 May 26, 2022 Total Expert has solved many of our marketing short comings. Their team is always willing to help and work through any challenges. Overall a positive experience. Pros The overall product is tailored to the mortgage and finance industry. Cons Foundational updates can take a while to be enhanced and is not always of focus. DM Divisional Marketing Director - CRM Trainer Divisional Marketing Director - CRM Trainer Used the software for: 1-3 years ### "The best CRM on the Market!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 30, 2018 I love the level of support they offer. It is a huge task to learn a new software solution, but for LO's it is even harder when you're busy with loans. Total Expert has multiple forms of support including the chat function, help videos, guides and help desk. This shows how much they care about YOUR success. After you go live, they do on-site training's, which are awesome. This is something I haven’t seen other companies do. It’s a chance to navigate the platform with the people who are most knowledgeable about it. They want you to ask as many questions as possible and they take time before, throughout and after the training's to answer any questions. Even after implementation, they provide so much support you almost feel like they are a part of YOUR team. You are assigned a Customer Success Manager, which serves as your direct link to Total Expert. 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. Pros Total Expert is actually very easy to use and the UI is simplified compared to a lot of other CRM's. It is 100% mobile friendly so I've shown all my LO's how to get it on their home screen and manage the system from their phones. They are constantly evolving and building on their technology and function as the times change. This ensures they will never become obsolete, they are timeless. They take time to listen to their clients and welcome as much feedback and enhancements as we have to offer. Cons Everything I've had issues with in the past have been taken care of or enhanced, so I really don't have any cons at this time. MD Abu K. Administrator Officer Used the software for: Less than 1 year ### "A great all-in-one CRM & Marketing management solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 17, 2022 Overall, It is a very prospective software with great possibilities. I am loving this software for our company because it is bringing great outcomes for our company. Pros It helps to boost the marketing process of our company. It automatically manages our customer database & helps us with Email marketing. I have used several Marketing & CRM tools previously but I have found Total expert is a great performer compared to others available. It is helping us to create extra engagement. Cons The UI is sometimes faulty & the customer support seems quite slow. Issues arise while updating contacts. I hope they will be fixing it soon. It will require more necessary third-party integration. Jelaire G. Marketing Manager Used the software for: 1-3 years ### "Total Expert - Our Journey with a new MOS" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 24, 2018 Overall, we have had a fantastic experience with the system. Our customer service rep Allison, is our Champion. She will always go to bat for us and I know we are in good hands. I genuinely look forward to our phone calls every week as we solve the "worlds" problems! Pros The customer service is by far the best I have experienced! Cons How it maps with Encompass. I find that this is not user friendly and there is a lot of miscommunication. I do wish this was better. 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