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Head-to-head · Mortgage CRM Software

Total Expert vs MapleConnect

  • Updated Oct 2026
  • Both researched from official sources
  • 9 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
MapleConnect #7 in Mortgage CRM Software 8.0/10 14-day trial Free trial✓ 6 of 7 features Visit MapleConnect

Total Expert leads on 2 checks, MapleConnect on 0, and 7 are even. Who comes out ahead on the 9 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
  • Lowest starting priceTotal Expert · $100/user/mo
  • Free planonly Total Expert
  • Free trialonly MapleConnect
  • Most featuresTotal Expert · 7 of 7

Total Expert scores higher on our rubric for mortgage crm software: 8.8 against 8.0 out of 10; our editors rank them #2 and #7.

Total Expert offers free plan; MapleConnect doesn't. Total Expert is cheaper to start at $100/user/mo against $199/user/mo.

Total Expert is the better fit for teams prioritizing value and compliance. MapleConnect is the better fit for teams wanting AI voice follow-up and pipelines.

  • Total Expert fits best

    Teams prioritizing value and compliance

  • MapleConnect fits best

    Teams wanting AI voice follow-up and pipelines

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Total Expert 8.8/10 Visit ↗ MapleConnect 8.0/10 Visit ↗
At a glance
Editor score 8.8 8.0
Ranking #2 in Mortgage CRM Software #7 in Mortgage CRM Software
Best for Teams prioritizing value and compliance Teams wanting AI voice follow-up and pipelines
Pricing model Free plan + paid Paid
Starting price $100/user/mo (best) $199/mo
Free plan ✓ (best) —
Free trial — 14 days
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Support Email, Live chat, Tickets, Docs Phone
Compliance SOC 2, ISO 27001, SSO/SAML, 2FA SOC 2, HIPAA
Integrations 7 integrations 12 integrations
Built for Mid-market, Enterprise Solo, Small business, Mid-market
Features Total Expert 7/7 · MapleConnect 6/7
Borrower management ✓ ✓
Referral partner management ✓ ✓
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
  • Tracks borrowers, referral partners, and loans through clear-to-close
  • Automates SMS, email, booking, consent, and opt-out workflows
  • Connects with LOS tools, calendars, lead ads, and REST APIs
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
  • Starts at $199 per month, with no permanent free plan
  • Native AI voice agents are limited to the $399 Premium plan
  • Does not replace the LOS for underwriting, disclosures, or rate locks
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 →

MapleConnect is a mortgage CRM for loan officers and mortgage teams that need one system for borrower, referral-partner, and loan-opportunity follow-up. It organizes loan pipelines from inquiry and pre-qualification through clear-to-close,…

Read the review →
  1. Total ExpertMortgage CRM Software 8.8Free plan
  2. MapleConnectMortgage CRM Software 8.014-day trial

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

  • MapleConnect — where it wins

    • Tracks borrowers, referral partners, and loans through clear-to-close
    • Automates SMS, email, booking, consent, and opt-out workflows
    • Connects with LOS tools, calendars, lead ads, and REST APIs

    Where it doesn't

    • Starts at $199 per month, with no permanent free plan
    • Native AI voice agents are limited to the $399 Premium plan
    • Does not replace the LOS for underwriting, disclosures, or rate locks

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