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Total Expert
Customer engagement and marketing platform for mortgage lenders, banks and credit unions with journeys, co-marketing, customer intelligence and AI assistants.
| What the AI does | AI Sales Assistant (voice and SMS agent on Customer IQ), AI Scenario Assistant, AI SMS Assistant, Expert Content, Customer IQ 'system of context'. |
|---|---|
| Who it serves | Retail lender branches, Mortgage teams |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | No |
| Best fit | Lender branch |
| Category | Mortgage CRM & Platforms with AI |
| Also fits | AI Lead Follow-up & Borrower Nurture |
| Works with | Optimal Blue, Polly, MBS Highway, Marksman, Salesforce |
| Compliance | Posted on the vendor's site: SOC 2; ISO 27001; CCPA service-provider statement; RESPA/TCPA workflows, no consent language. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Total Expert is a customer engagement and marketing platform built for lenders, banks and credit unions, with journeys, co-marketing and customer intelligence; it prices by suite, number of users and contacts monitored, so it is priced by quote. Its AI line covers an AI Sales Assistant for voice and SMS, an AI Scenario Assistant and an AI SMS Assistant, all running on the Customer IQ data layer.
The vendor posts SOC 2 and ISO 27001 on its security page and describes RESPA, TCPA and CAN-SPAM compliance workflows, with no consent language posted. Salesforce, Optimal Blue, Polly and MBS Highway are named integrations.
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