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Head-to-head · Mortgage CRM Software

Total Expert vs One Mortgage System

  • 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
One Mortgage System #5 in Mortgage CRM Software 8.4/10 Pricing on request ✓ 5 of 7 features Request a Demo

Total Expert leads on 0 checks, One Mortgage System 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 8.4 out of 10; our editors rank them #2 and #5.

Total Expert is the better fit for teams prioritizing value and compliance. One Mortgage System is the better fit for UK advisers needing case processing and compliance.

  • Total Expert fits best

    Teams prioritizing value and compliance

  • One Mortgage System fits best

    UK advisers needing case processing and compliance

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 ↗ One Mortgage System 8.4/10 Visit ↗
At a glance
Editor score 8.8 8.4
Ranking #2 in Mortgage CRM Software #5 in Mortgage CRM Software
Best for Teams prioritizing value and compliance UK advisers needing case processing and compliance
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, Docs
Compliance SOC 2, ISO 27001, SSO/SAML, 2FA ISO 27001
Integrations 7 integrations 50+ integrations
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Total Expert 7/7 · One Mortgage System 5/7
Borrower management ✓ ✓
Referral partner management ✓ ✓
Loan pipeline tracking ✓ ✓
Marketing automation ✓ (best) Not checked yet
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 mortgage cases from enquiry through completion
  • Connects sourcing, portals, documents, updates and dashboards
  • Includes API-led origination and AI-assisted compliance checking
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 a contact-sales process
  • The broad feature set may require workflow configuration
  • AI compliance checking depends on the Curvestone integration
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 →

One Mortgage System (OMS) is a cloud-based mortgage CRM and origination platform for UK mortgage intermediaries, lenders and building societies. Its broker CRM supports residential, buy-to-let, bridging, second charge, commercial and…

Read the review →
  1. Total ExpertMortgage CRM Software 8.8Free plan
  2. One Mortgage SystemMortgage CRM Software 8.4Pricing 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

  • One Mortgage System — where it wins

    • Covers mortgage cases from enquiry through completion
    • Connects sourcing, portals, documents, updates and dashboards
    • Includes API-led origination and AI-assisted compliance checking

    Where it doesn't

    • Pricing requires a contact-sales process
    • The broad feature set may require workflow configuration
    • AI compliance checking depends on the Curvestone integration

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