Total Expert comparisons
Total Expert is compared head-to-head with Surefire CRM, Shape and Finova Broker CRM and more: 7 head-to-heads in Mortgage CRM Software, each with the specs and prices we checked.
Total Expert head-to-head
- Total Expert vs Surefire CRM
- Total Expert vs Shape
- Total Expert vs Finova Broker CRM
- Total Expert vs One Mortgage System
- Total Expert vs Empower LO
- Total Expert vs MapleConnect
- Total Expert vs Lend1
Total Expert vs each of them
| # | Tool | Free plan | Paid from | Borrower management | Referral partner management | Loan pipeline tracking | Marketing automation | Compliance workflows | Score |
|---|---|---|---|---|---|---|---|---|---|
| 2 | Total Expert | Yes | $100/user/mo | Yes | Yes | Yes | Yes | Yes | 8.8 |
| 1 | Surefire CRM | — | — | Yes | Yes | — | Yes | Yes | 9.1 |
| 3 | Shape | No | — | Yes | Yes | Yes | Yes | Yes | 8.7 |
| 4 | Finova Broker CRM | — | — | Yes | — | Yes | Yes | Yes | 8.5 |
| 5 | One Mortgage System | — | — | Yes | Yes | Yes | — | Yes | 8.4 |
| 6 | Empower LO | No | $197/mo | Yes | Yes | Yes | Yes | Yes | 8.2 |
| 7 | MapleConnect | No | $199/mo | Yes | Yes | Yes | Yes | Yes | 8.0 |
| 8 | Lend1 | No | A$149/mo | Yes | Yes | Yes | Yes | Yes | 7.9 |
Compare Total Expert with any mortgage CRM
These are the matchups our editors wrote up. The compare tool pairs Total Expert with any other product in Mortgage CRM Software — and up to four at once — from the same checked specs.
Compare Total Expert with any tool side by side →
Every mortgage CRM software head-to-head →
Our full Total Expert verdict, pricing and fact sheet →
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Compared by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update