The best Total Expert alternatives

KudosCRM suits teams looking to track sales activity with a visual pipeline, email sync, and marketing automation.

MapleConnect is designed for solo loan officers and mortgage teams managing borrower and referral-partner workflows.

Mortgage Magic is intended for UK mortgage intermediaries, advisers, brokers, professional introducers, and finance professionals.

MloFlo suits loan officers, brokers, and lending teams that need borrower and realtor portals alongside pipeline and referral management.

Viato is intended for mortgage professionals and loan officers managing leads, loan pipelines, and borrower communications.

Jungo is aimed at loan officers who need mortgage lead, pipeline, marketing, and client-update workflows.

Broki is aimed at Canadian mortgage brokers and brokerages managing deal pipelines, borrower documents, and client renewals.

TheBigBot may suit mortgage, dental, legal and service businesses that want lead follow-up and call handling in one platform.

Aidium suits mortgage businesses that need loan pipeline, borrower, and referral partner management alongside marketing and compliance workflows.

It suits loan officers, mortgage brokers, branches, banks, and credit unions seeking borrower, referral partner, pipeline, and marketing tools.

Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations.

Brokeredge suits Canadian mortgage broker teams needing web-based borrower, partner, pipeline, messaging, marketing, and compliance workflows.

It suits financial services brokers needing borrower, loan-pipeline, communication and compliance workflows in a browser-based CRM.

It suits mortgage brokers in Canada, including those working in Quebec, who need borrower, referral-partner and loan-pipeline management.