Head-to-head · Mortgage CRM Software
Total Expert vs Lend1
Total Expert leads on 2 checks, Lend1 on 0, and 6 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 7.9 out of 10; our editors rank them #2 and #8.
Total Expert offers free plan; Lend1 doesn't. Total Expert offers mobile app; Lend1 doesn't.
Total Expert is the better fit for teams prioritizing value and compliance. Lend1 is the better fit for australian brokers needing structured deal workflows.
- Total Expert fits best
Teams prioritizing value and compliance
- Lend1 fits best
Australian brokers needing structured deal workflows
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Side by side
| Feature | Total Expert 8.8/10 Visit ↗ | Lend1 7.9/10 Visit ↗ |
|---|---|---|
| At a glance | ||
| Editor score | 8.8 | 7.9 |
| Ranking | #2 in Mortgage CRM Software | #8 in Mortgage CRM Software |
| Best for | Teams prioritizing value and compliance | Australian brokers needing structured deal workflows |
| Pricing model | Free plan + paid | Paid |
| Starting price | $100/user/mo | A$149/mo |
| Free plan | ✓ (best) | — |
| Free trial | — | — |
| Deployment | Cloud, Mobile | Cloud, Browser extension |
| Platforms | Web, iOS, Android | Web |
| Support | Email, Live chat, Tickets, Docs | Email, Docs |
| Compliance | SOC 2, ISO 27001, SSO/SAML, 2FA | SOC 2, ISO 27001, 2FA |
| Integrations | 7 integrations | 5,000+ integrations |
| Built for | Mid-market, Enterprise | Solo, Small business, Mid-market, Enterprise |
| Features Total Expert 7/7 · Lend1 6/7 | ||
| Borrower management | ✓ | ✓ |
| Referral partner management | ✓ | ✓ |
| Loan pipeline tracking | ✓ | ✓ |
| Marketing automation | ✓ | ✓ |
| Compliance workflows | ✓ | ✓ |
| SMS automation | ✓ | ✓ |
| Mobile app | ✓ (best) | — |
| Our review | ||
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| 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 → |
Lend1 is a web-based CRM and client onboarding platform for Australian mortgage, finance and insurance brokers. It brings borrower onboarding, document collection, deal pipeline tracking, referral-partner submissions, communications and… Read the review → |
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
Lend1 — where it wins
- Customizable Kanban pipeline for tracking mortgage deals
- Branded onboarding portal with AI document extraction and e-signatures
- Automations, SMS, open banking and referral-partner workflows
Where it doesn't
- No dedicated mobile app
- No free plan; pricing starts at AUD 149 per month
- Conversations and calculators begin on the Pro plan
- Total Expert8.8/10 · Free plan
A broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.
Visit Total ExpertFull verdict → - Lend17.9/10 · Paid
A structured mortgage CRM with strong onboarding, automation and broker workflows.
Visit Lend1Full verdict →
More comparisons
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- Total Expert vs MapleConnect
- Shape vs Lend1
All mortgage CRM software comparisons → · Full ranking →
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update