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Optimal Blue vs Total Expert

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Mortgage Software

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Mortgage Software

Overview
Focus
Mortgage Software
Mortgage Software
Product
Secondary marketing automation platform for mortgage lenders providing product eligibility, pricing, and lock desk management.
Purpose-built CRM and marketing platform for mortgage lenders and financial institutions to nurture leads and retain customers.
Headquarters
Plano, Texas
Minneapolis, Minnesota
Company size
201-500 employees
201-500 employees
Founded
2002
2012
Pricing details
Source updated
Nov 2, 2026
Oct 30, 2026

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Mortgage Software