--- 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" --- # Total Expert Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 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 48 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://totalexpert.com/&name=Total Expert) ## 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 (6,088)](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 (6,039) Value For Money 4.3 (41) Value For Money 4.3 (4,658) Customer Service 4.5 (46) Customer Service 4.4 (4,451) ## Total Expert alternatives [4.6 (909)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [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 (3,034)](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 (1,000)](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 [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, loan officers, and CRM or operations leaders who need to manage campaigns, nurture leads, and streamline customer outreach. Compliance and executive stakeholders also benefit from centralized oversight, reporting, integrations, and consistent borrower communication across mortgage and financial services workflows. Answer based on 48 reviews Overview ### What company size and industries is Total Expert built for? Total Expert is built for banking and mortgage professionals, with strongest adoption among midsize businesses at 44% and enterprises at 29%. It primarily serves Financial Services organizations, which make up 79% of reviewers, followed by Banking at 8%, with some use in Marketing and Advertising at 4%. Answer based on 48 reviews Features and Usability ### What are the key features of Total Expert? Total Expert offers CRM, customer engagement, marketing automation, and segmentation as core features. It also includes email templates, live chat, lead capture, lead generation, lead nurturing, campaign management, multi-channel communication, compliance management, access controls/permissions, audit trail, and third-party integrations for marketing and client management. 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 center on social media and digital marketing workflows, giving teams direct connections to major business publishing and audience engagement platforms used for campaign distribution, brand visibility, and communication across external social 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 training supports direct instruction, live online sessions and webinars offer guided remote learning, and documentation gives written reference material for self-paced review and feature lookup. 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 as responsive, helpful, and quick to address issues, with strong guidance during onboarding and ongoing use. Some users report slow replies, difficulty getting immediate phone assistance, and occasional unhelpful help desk responses. Answer based on 11 reviews Features and Usability ### Is Total Expert easy to use for loan officers and marketing teams? Total Expert feels approachable for many loan officers and marketing teams, but ease of use depends on the task. Daily workflows, mobile access, and automated campaigns are often simple to manage, while admin settings, co-branded content, social posting, and some integrations can feel multi-step and harder to learn. Answer based on 13 reviews Features and Usability ### How easy is the Total Expert interface to navigate? Total Expert offers a clean interface that many loan officers and admins can learn with training, but navigation is not equally simple everywhere. Core screens and marketing tools feel straightforward for many teams, while permissions, template edits, list handling, and some admin functions can feel less intuitive. Answer based on 12 reviews ## Features AI summary Based on 6,497 Marketing Automation reviews Capterra reviewers highlight these as the features buyers value most when choosing marketing automation software: - **Email Marketing** (**59%** of reviewers rated this feature as critical) - **Event Triggered Actions** (**48%**) - **Engagement Tracking** (**45%**) Total Expert supports **Email Marketing**, but it does not include **Event Triggered Actions** or **Engagement Tracking**. Instead, it offers **Lead Capture** (**51%**), another feature that reviewers rate highly. This gives businesses a way to collect and organize prospect information even without those top-priority capabilities, helping teams build contact lists and support follow-up marketing efforts. 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 48 reviews Filter by rating 5(26) 4(18) 3(1) 2(0) 1(3) Mentioned topic Sorted by most recent Laura M. Executive Vice President Financial Services ### "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 20, 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 Switched from [Loan Modification Manager](https://www.capterra.com/p/128234/Loan-Modification-Manager/) We were looking for a tool that combined all systems and tools into one platform instead of leveraging multiple interfaces, and logins. This has helped us increase our adoption and education about all tools Alternatives considered [Optify](https://www.capterra.com/p/227866/Optify/) [Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) Reasons for choosing Total Expert It was all about having the powerhouse of tools that were built to help support a mid-sized purchase minded lender. The fact that there was a high amount of content available that helped add teeth to our small-but-mighty marketing team. We were promised innovation and that there was no intention of being complacent, and years later I can say I still feel that they hold true to that mission. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Brand Specialist Financial Services ### "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 19, 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. Switched from [Loan Modification Manager](https://www.capterra.com/p/128234/Loan-Modification-Manager/) Cimmaron just wasn't right for us anymore and we needed an upgrade. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) Reasons for choosing Total Expert Total Expert gave us a good deal and promised us some amazing tools that we still use to this day. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MS marvin S. Sr. Graphic Designer Financial Services ### "Total Expert: Content Creation for Marketing" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 2, 2023 Total expert is great! We love you guys ♥ Pros Journeys and Campaigns are great. Print, social media, and email sections are mostly fantastic and easily accessible by users. Email builder is easy and intuitive. Cons The rate flyers have been really bad due to a lack of integration with our LOS. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AP Alec P. Marketing Manager Financial Services ### "Great platform " 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 July 19, 2023 Pros No other platform can do all of what Total Expert does. (CRM, print marketing/ co-branding, lead capture and SPS) Cons Implementation process takes a chunk of time. But this is due to wanting to make sure everything is setup and firing correctly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jorden B. CRM Specialist Financial Services ### "Our Favorite CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 10, 2023 Great experience. Best CRM our team has used. Pros It's incredible streamlined for most of the features that we use frequently. Cons Adding new content can be difficult or pricey if you do not have a skilled developer on-hand. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KC Kyle C. Marketing Operations Manager Financial Services ### "TE for Y-O-U!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 31, 2023 We absolutely LOVE TE and everything it brings to the table. It has really opened up our tech stack and allowed for seamless end to end automation. Support all the way from our CSM to the actual Support team at TE is absolutely incredible and highly responsive! As of right now, I have yet to have a negative experience with the platform. Pros TE is the one stop shop for everything CRM, Marketing, Integration and so much more! The possibilities are endless! Seamless API connection to our LOS system allows for instantaneous contact migration and mapping. The ability to create custom automation using their Journey tool is completely amazing. We have been able to integrate almost 98% of our tech stack into TE allowing us to build out quite a comprehensive intelligent automation platform. Cons As with any system, you're going to run into your road blocks. Customization of certain features is slightly limited and depended on the TE team to upload templates or alter templates for you etc. Also, this one is so small but continues to be a thorn in our sides; Profile pictures for any user are limited to less than 1MB in file size which is CRAZY small... most cell phone pictures are WAY higher resolution than this. This puts a little bit of a hiccup in account creation as we have to constantly re-size and reduce profile photos so they can be uploaded to TE. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AO Armond O. Loan Officer Banking ### "Are you a loan officer looking for a CRM- RUN AWAYYYY" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 March 8, 2023 Customer relationship manager Pros integration works with other apps....... Cons Can't use it as a proper CRM. Doesnt let you track leads. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KD Kelsey D. Project Manager Financial Services ### "Total Expert for Experts" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 December 23, 2022 Pros The automation this platform offers was what made this a no brainer decision for us. The implementation was pretty seemless, and the TE team does a good job of always coming out with new features and enhancements. Cons There are several glitches in the system... which can probably be said about any platform. I will say though that the TE support team addresses those issues quickly and works to fix what can be fixed. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Social Media and PR Specialist Financial Services ### "LOVE this for our company" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 November 9, 2022 Pros I love that it is all in one place. Our LO's love it Cons There are too many steps for creating a social post. It is way too difficult and confusing for our LO's Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KC Kasey C. Marketing Strategist Marketing and Advertising ### "TE has great features but many kinks." 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 6/10 November 3, 2022 Pros I like how this platform is a one-stop-shop for our marketing team. We can easily manage many accounts as an administrator and we have access to many great features. Email campaigns are my most frequently used feature and it is very helpful. Cons I find that there are many technical difficulties. I work out of this platform 75% of every day, so I find every error in the system. Some days I find that every tab I open has some sort of error that I need to address with support. It can be a time waster to solve so many tech issues. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/146103/Total-Expert/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.