Total Expert vs Valon
Total ExpertTax Technology
CustomPublished price
ValonMortgage Software
CustomPublished price
Total Expert Tax Technology Purpose-Built Customer Engagement Platform | Valon Mortgage Software Flexible home financing made easy | |
|---|---|---|
| Overview | ||
| Category | Tax Technology | Mortgage Software |
| What it is | Purpose-built CRM and marketing platform for mortgage lenders and financial institutions to nurture leads and retain customers. | Mortgage servicing platform for lenders with modern technology and homeowner-facing digital experience. |
| Pricing | ||
| Published price | Custom Enterprise customer engagement platform for financial services; pricing is custom-quoted, not published. Cost scales with users, contacts, and modules. | Custom Valon is a residential mortgage servicer, not a subscription SaaS. Homeowners don't pay a subscription; Valon earns servicing fees on the loans it services and publishes a per-tra… |
| Pricing model | Custom quote | Custom quote |
| Free options | No free plan · No free trial | Free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2012 | 2019 |
| Team size | 201-500 employees | 201-500 employees |
| Headquarters | Minneapolis, MN | New York, NY |