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Head-to-head · Mortgage CRM Software

Total Expert vs Finova Broker CRM

  • Updated Oct 2026
  • Both researched from official sources
  • 8 checks side by side
Higher score Total Expert #2 in Mortgage CRM Software 8.8/10 Free plan Free plan✓ 7 of 7 features Visit Total Expert
Finova Broker CRM #4 in Mortgage CRM Software 8.5/10 Pricing on request ✓ 5 of 7 features Visit Finova

Total Expert leads on 0 checks, Finova Broker CRM on 0, and 8 are even. Who comes out ahead on the 8 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreTotal Expert · 8.8/10
  • Free planonly Total Expert
  • Most featuresTotal Expert · 7 of 7

Total Expert scores higher on our rubric for mortgage crm software: 8.8 against 8.5 out of 10; our editors rank them #2 and #4.

Total Expert is the better fit for teams prioritizing value and compliance. Finova Broker CRM is the better fit for established firms needing configurable compliance workflows.

  • Total Expert fits best

    Teams prioritizing value and compliance

  • Finova Broker CRM fits best

    Established firms needing configurable compliance workflows

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Side by side

Feature Total Expert 8.8/10 Visit ↗ Finova Broker CRM 8.5/10 Visit ↗
At a glance
Editor score 8.8 8.5
Ranking #2 in Mortgage CRM Software #4 in Mortgage CRM Software
Best for Teams prioritizing value and compliance Established firms needing configurable compliance workflows
Pricing model Free plan + paid Paid
Starting price $100/user/mo Pricing on request
Free plan ✓ (best) Not checked yet
Free trial — —
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Support Email, Live chat, Tickets, Docs Email, Phone, Tickets, Docs
Compliance SOC 2, ISO 27001, SSO/SAML, 2FA GDPR, ISO 27001
Integrations 7 integrations 4 integrations
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Total Expert 7/7 · Finova Broker CRM 5/7
Borrower management ✓ ✓
Referral partner management ✓ (best) Not checked yet
Loan pipeline tracking ✓ ✓
Marketing automation ✓ ✓
Compliance workflows ✓ ✓
SMS automation ✓ ✓
Mobile app ✓ (best) Not checked yet
Our review
Pros
  • Complimentary plan includes CRM access and marketing automation
  • Compliance workflows include approvals, disclosures, and audit trails
  • Loan-status synchronization keeps pipeline stages updated automatically
  • Covers applications, KYC, documents, pipelines and compliance workflows
  • Customer portal supports borrower messaging and document management
  • Native integrations cover lead acquisition, email and credit referencing
Cons
  • Premium pricing adds cost at $100 per user per month
  • Enterprise mortgage pricing requires a sales conversation
  • Broad functionality may exceed the needs of small teams
  • Pricing requires contacting sales and booking a demo
  • Web platform only
  • May be broader than smaller firms need
Our verdict

Total Expert is a customer engagement and CRM platform for mortgage lenders, banks, credit unions, and other financial institutions. It combines borrower and lead records, contact-level activity history, loan-status synchronization,…

Read the review →

Finova Broker CRM is a web-based customer relationship management platform for mortgage and financial-services brokers. It brings enquiries, borrower applications, communications, onboarding, KYC, document collection, application pipelines…

Read the review →
  1. Total ExpertMortgage CRM Software 8.8Free plan
  2. Finova Broker CRMMortgage CRM Software 8.5Pricing on request

Strengths and trade-offs

  • Total Expert — where it wins

    • Complimentary plan includes CRM access and marketing automation
    • Compliance workflows include approvals, disclosures, and audit trails
    • Loan-status synchronization keeps pipeline stages updated automatically

    Where it doesn't

    • Premium pricing adds cost at $100 per user per month
    • Enterprise mortgage pricing requires a sales conversation
    • Broad functionality may exceed the needs of small teams

  • Finova Broker CRM — where it wins

    • Covers applications, KYC, documents, pipelines and compliance workflows
    • Customer portal supports borrower messaging and document management
    • Native integrations cover lead acquisition, email and credit referencing

    Where it doesn't

    • Pricing requires contacting sales and booking a demo
    • Web platform only
    • May be broader than smaller firms need

More comparisons

All mortgage CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update