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Optimal Blue vs Total Expert

Optimal Blue logo
Optimal BlueMortgage Software
CustomPublished price
Total Expert logo
Total ExpertTax Technology
CustomPublished price
Optimal Blue logo
Optimal Blue
Mortgage Software

Modern. Proven.

Total Expert logo
Total Expert
Tax Technology

Purpose-Built Customer Engagement Platform

Overview
CategoryMortgage SoftwareTax Technology
What it isSecondary 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.
Pricing
Published priceCustom
Optimal Blue's broker PPE, Loansifter, starts at $79/mo per G2 (best-execution search across 120+ wholesale investors; Quick Quote is a paid upgrade). The flagship enterprise Opti…
Custom
Enterprise customer engagement platform for financial services; pricing is custom-quoted, not published. Cost scales with users, contacts, and modules.
Pricing modelCustom quoteCustom quote
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20022012
Team size201-500 employees201-500 employees
HeadquartersPlano, TXMinneapolis, MN

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