Trust
Security & compliance
SOC 2CCPA
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Purpose-built CRM and marketing platform for mortgage lenders and financial institutions to nurture leads and retain customers.
Pricing
Custom quote
Founded
2012
Team size
201-500 employees
Headquarters
Minneapolis, MN
Preview from totalexpert.com
At a glance
Best for
Financial Advisors
Pricing model
Custom quote
Security
SOC 2CCPA
About Total Expert
Total Expert is a purpose-built customer engagement and CRM platform for banks, lenders, and other financial services firms. It unifies customer data with marketing automation, sales workflows, and compliance controls to orchestrate journeys across financial milestones. It is used by hundreds of financial institutions and integrates with Salesforce.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Total Expert
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