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Optimal Blue vs Total Expert

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Optimal BlueMortgage Software

Total ExpertMortgage Software

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Mortgage Software

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Mortgage Software

Overview

Focus

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.

Website

Headquarters

Plano, Texas

Minneapolis, Minnesota

Company size

201-500 employees

Founded

2002

2012

Pricing details

Source updated

Nov 2, 2026

Oct 30, 2026

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