Mortgage & lending · Total Expert
Total Expert
A customer-engagement platform for lenders, banks and credit unions.
Advisor notes
Good fit: Lenders and credit unions with marketing and compliance teams. Typical team: 50+ users.
Look elsewhere if: Small brokerages: implementations average about five months.
Strengths
- Compliance-approved content and journeys
- Lead queues and co-marketing
Watch-outs
- Expensive; add-ons priced by statement of work
- Long implementation
LOS
Pricing
Source: G2 listing; estimate from fuzen.io, checked Oct 14, 2026. Estimate
CustomQuoteThird-party estimate about $119 per user
First-year cost on the entry plan
| Team | First year |
|---|---|
| 1 user | $1,428 |
| 5 users | $7,140 |
| 10 users | $14,280 |
| 25 users | $35,700 |
Questions to ask Total Expert
- Which LOS platforms do you integrate with, and how?
- Is your marketing content compliance-reviewed?
- What does implementation cost, and how long does it take?
- Can individual loan officers customize campaigns?
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