Total Expert Review 2026: Marketing & Retention Platform
Updated February 2026
Overview
Total Expert is an enterprise marketing and customer engagement platform designed for mortgage lenders and financial institutions. It combines CRM, marketing automation, and customer intelligence to drive retention and growth.
Best for: Enterprise lenders and large broker shops that want an all-in-one marketing, CRM, and retention platform with compliance features.
Key Features
- ✓Customer intelligence platform
- ✓Marketing automation
- ✓Journey orchestration
- ✓Compliance-approved content
- ✓Co-marketing with agents
- ✓Analytics & attribution
- ✓Enterprise API
Pricing
Total Expert is enterprise-priced, typically starting at $150+/user/month. Best suited for mid-large operations.
Pros
- +Comprehensive platform (CRM + marketing + retention)
- +Strong compliance features
- +Customer intelligence insights
- +Enterprise-grade reliability
Cons
- –Expensive for individual LOs
- –Complex implementation
- –Steep learning curve
- –Overkill for small teams
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Alternatives to Total Expert
Homebot
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Sales Boomerang
Loan officers and teams with a large past client database who want to be the first call when a borrower is ready for a new transaction.
Mortgage Coach
Loan officers who use education-based selling and want professional visual tools to present loan scenarios and build long-term client relationships.