SSubrupt

Total Expert Alternatives

Mortgage CRM (Loan Officer)
Visit Total Expert
PlanMonthlyAnnual
Enterprise$650.00/mo$7,800.00/yr
PlusMost popular$329.00/mo$3,948.00/yr
Standard$199.00/mo$2,388.00/yr

Verdict

Total Expert Standard at $199 per user monthly, Plus at $329, Enterprise at $650+ is fair for active mid-volume + enterprise mortgage teams using journey automation + co-marketing. Solo loan officers + small teams over-buy. Where alternatives win: Surefire CMS bundles natively with Black Knight Empower at $149-$249 per user, Velocify integrates with Encompass at $179-$299, Jungo runs Salesforce-native at $129-$229 plus a Salesforce license, and BigPurpleDot covers solo + small teams at $99-$179 with no LOS lock-in.

By Subrupt EditorialPublished Reviewed

Mortgage CRM splits cleanly by team size and LOS stack. Solo loan officers and small teams need affordable CRM, drip campaigns, and LOS sync. Mid-volume teams (5-25 LOs) layer on journey automation, co-marketing, compliance, and reporting. Enterprise mortgage banks (50+ LOs) need multi-team rollouts, roster, and APIs.

Total Expert dominates the mid-market and enterprise segments with the deepest journey-automation library. Surefire CMS owns Black Knight Empower customers. Velocify owns ICE Mortgage Tech and Encompass shops. Jungo wins Salesforce-stack mortgage teams. BigPurpleDot serves the solo and small-team budget segment.

On cost, a 10-LO team pays roughly $23,880/year on Total Expert Standard versus $17,880 on Surefire CMS, $21,480 on Velocify, $15,480 on Jungo (plus ~$1.8k/user/yr in Salesforce licenses), and $21,480 on BPD Team. The 1-1.5x spread tracks journey-automation library depth, compliance and content library, LOS-stack alignment (Black Knight, Encompass), and Salesforce-stack alignment.

Quick map by stack. Solo or small team + budget: BigPurpleDot at $99/user. Black Knight Empower: Surefire CMS. Encompass / ICE Mortgage Tech: Velocify. Salesforce-stack: Jungo. Mid-volume + journey automation: stay with Total Expert. 50+ LO bank: Total Expert Enterprise.

Affiliate disclosure: Subrupt earns a commission when you switch to a service through our recommendation links. This never changes the price you pay. We only recommend services where there's a real cost or feature advantage for you, and our picks are based on the data on this page, not on which programs pay the most.

Quick pick by use case

If you only have thirty seconds, find your situation below and skip to that pick.

If your team runs Black Knight Empower as the LOSSurefire CMS (Black Knight)Surefire CMS Standard at custom $149 per user monthly + Plus at $249 bundles natively with Black Knight Empower LOS for the deepest first-party data sync in the segment.If your team runs Encompass on the ICE Mortgage Tech stackVelocify (ICE Mortgage Tech)Velocify Standard at custom $179 per user monthly + Plus at $299 is ICE Mortgage Tech-owned and bundles natively with Encompass LOS plus AI lead scoring on Plus.If your stack already runs Salesforce or you want Salesforce-native mortgage CRMJungo (Salesforce-native)Jungo Standard at custom $129 per user monthly (plus Salesforce license) + Plus at $229 is Salesforce-native and inherits the broader Salesforce stack workflow.If you are a solo LO or small team where per-user cost is the primary constraintBigPurpleDot (BPD)BigPurpleDot Solo at $99 per user monthly + Team at $179 ships LOS-agnostic mortgage CRM with journey campaigns + texting at the cheapest credible per-user pricing.

At a glance: Total Expert alternatives

Quick comparison across pricing floor, best fit, and switching effort. Tap a row to jump to the full pick.

Our picks for Total Expert alternatives

#1

Surefire CMS (Black Knight)

Medium switching effort

Best for Black Knight Empower-stack shops

Try Surefire CMS (Black Knight)

Surefire CMS (Black Knight, now Top of Mind under ICE post-2023 acquisition) Standard at custom $149 per user monthly covers mortgage CRM + drip campaigns + Black Knight Empower LOS integration. Plus at $249 per user adds co-marketing + advanced reporting + APIs + custom branding + multi-team. Where Total Expert is LOS-agnostic with Empower + Encompass + Calyx connectors, Surefire CMS bundles natively with Black Knight Empower because it shares ownership: shared rep, shared data model, single-vendor stack ownership. For Black Knight Empower customers, Surefire CMS beats Total Expert on stack alignment. The trade vs Total Expert: weaker journey-automation library outside Empower-aligned workflows, smaller customer base outside Black Knight's installed base, less mature compliance content vs Total Expert.

Strengths

  • +Native Black Knight Empower LOS integration
  • +$149 + $249 per user mid-tier sweet spot
  • +Co-marketing on Plus
  • +Strong fit for Black Knight Empower customers

Trade-offs

  • −Weaker journey-automation library vs Total Expert
  • −Smaller customer base outside Black Knight
  • −Less mature compliance content
Standard
Custom ~$149/user/mo
Plus
Custom ~$249/user/mo with co-marketing + APIs
LOS bundling
Black Knight Empower
Strength
Black Knight Empower-stack
Pricing verified
2026-04-30
Migration steps
  1. Schedule demo at topofmind.com (typically engaging existing Black Knight rep).
  2. Migrate Total Expert lead + contact + journey history via Surefire onboarding.
  3. Configure Surefire drip campaigns + Empower LOS integration + co-marketing.
  4. Train LOs on Surefire UI vs Total Expert journey automation.
  5. Cancel Total Expert once Surefire covers full lead-to-loan-funded cycle for one quarter.

Not for: Pass on Surefire if your team does not run Black Knight Empower or your value driver is Total Expert's journey automation library depth.

Paid plans from $149.00/mo

#2

Velocify (ICE Mortgage Tech)

High switching effort

Best for Encompass + ICE Mortgage Tech-stack shops

Try Velocify (ICE Mortgage Tech)

Velocify (ICE Mortgage Tech-owned post-2017 acquisition) Standard at custom $179 per user monthly covers lead-priority CRM + dialer + Encompass LOS integration + SMS + email + lead distribution. Plus at $299 per user adds AI lead scoring + advanced reporting + multi-team + APIs + custom workflows. Where Total Expert focuses on long-cycle journey automation, Velocify focuses on lead-priority distribution + dialer-led outreach: leads route by priority score, the dialer ensures fastest contact, and Encompass LOS sync removes data re-entry. For high-velocity mortgage shops on the Encompass + ICE Mortgage Tech stack, Velocify beats Total Expert on lead-conversion workflow. The trade vs Total Expert: weaker long-cycle journey automation, smaller compliance + content library, less mature co-marketing tooling.

Strengths

  • +Native Encompass LOS integration
  • +Lead-priority dialer + AI lead scoring on Plus
  • +ICE Mortgage Tech stack alignment
  • +Strong fit for high-velocity Encompass shops

Trade-offs

  • −Weaker long-cycle journey automation
  • −Smaller compliance + content library
  • −Less mature co-marketing tooling
Standard
Custom ~$179/user/mo
Plus
Custom ~$299/user/mo with AI lead scoring + APIs
LOS bundling
Encompass + ICE Mortgage Tech
Strength
Encompass-stack lead velocity
Pricing verified
2026-04-30
Migration steps
  1. Schedule demo at icemortgagetechnology.com (typically engaging existing Encompass rep).
  2. Migrate Total Expert lead + contact + lead history via Velocify onboarding.
  3. Configure Velocify lead-priority routing + dialer + Encompass LOS sync.
  4. Train LOs + lead managers on Velocify dialer-led workflow vs Total Expert journeys.
  5. Cancel Total Expert once Velocify covers full lead-to-loan-funded cycle for one quarter.

Not for: Velocify falls short for mortgage banks valuing Total Expert's long-cycle journey automation + compliance content library; Total Expert Plus + Enterprise fit those shapes better.

Paid plans from $179.00/mo

#3

Jungo (Salesforce-native)

High switching effort

Best for Salesforce-native mortgage CRM

Try Jungo (Salesforce-native)

Jungo Standard at custom $129 per user monthly (plus Salesforce license at roughly $150 per user monthly) covers Salesforce-native mortgage CRM + Encompass + Calyx + LOS integrations. Plus at $229 per user (plus Salesforce license) adds co-marketing + custom dashboards + APIs + Salesforce stack alignment + roster mgmt. Where Total Expert + Surefire + Velocify ship dedicated platforms, Jungo runs natively on Salesforce: every record is a Salesforce object, every workflow uses Salesforce process automation, and the broader Salesforce ecosystem (Sales Cloud, Service Cloud, Marketing Cloud) integrates without separate connectors. For mortgage banks already on Salesforce or planning Salesforce migration, Jungo's stack alignment beats Total Expert on integration depth. The trade vs Total Expert: requires Salesforce license (additional $150 per user monthly), smaller customer base, weaker mortgage-specific journey-automation library.

Strengths

  • +Salesforce-native (every record is a Salesforce object)
  • +$129 + $229 per user (plus Salesforce license)
  • +Inherits broader Salesforce ecosystem
  • +Strong fit for Salesforce-customer mortgage banks

Trade-offs

  • −Requires Salesforce license (extra $150/user/mo)
  • −Smaller customer base vs Total Expert
  • −Weaker mortgage-specific journey-automation library
Standard
Custom ~$129/user/mo + Salesforce license
Plus
Custom ~$229/user/mo + Salesforce license
Heritage
Salesforce-native
Strength
Salesforce-stack mortgage
Pricing verified
2026-04-30
Migration steps
  1. Schedule demo at jungo.com (typically engaging existing Salesforce rep if applicable).
  2. Plan a 4-6 month rollout; pilot Jungo on 1-2 teams first.
  3. Migrate Total Expert lead + contact + journey history via Jungo Salesforce onboarding.
  4. Configure Jungo Salesforce process automation + Encompass + Calyx LOS sync.
  5. Cancel Total Expert once Jungo covers full lead-to-loan-funded cycle for one quarter.

Not for: Jungo is suboptimal for non-Salesforce mortgage banks or shops without existing Salesforce licenses; Total Expert + Surefire + Velocify fit those shapes better.

Paid plans from $129.00/mo

#4

BigPurpleDot (BPD)

Low switching effort

Best for solo + small-team budget-tier

Try BigPurpleDot (BPD)

BigPurpleDot (BPD) Solo at $99 per user monthly covers mortgage CRM + journey campaigns + LOS integrations + texting + email support. Team at $179 per user adds multi-team + roster + reporting + custom branding + APIs + standard support. Where Total Expert Standard at $199 is the entry tier with full journey-automation library, BPD Solo at $99 ships mortgage CRM + journey campaigns at 50% lower per-user cost without the enterprise journey-automation library. For solo loan officers + 2-5 LO small teams whose primary requirement is affordable CRM + drip + LOS sync without enterprise compliance + co-marketing depth, BPD beats Total Expert on per-user economics. The trade vs Total Expert: weaker journey-automation library, smaller compliance + content library, less mature multi-team enterprise consolidation.

Strengths

  • +$99 Solo (vs Total Expert $199)
  • +$179 Team with multi-team + roster
  • +LOS-agnostic (no LOS lock-in)
  • +Strong fit for solo + small-team budget

Trade-offs

  • −Weaker journey-automation library vs Total Expert
  • −Smaller compliance + content library
  • −Less mature multi-team enterprise consolidation
Solo
$99/user/mo
Team
$179/user/mo with multi-team + APIs
LOS
LOS-agnostic
Strength
Solo + small-team budget
Pricing verified
2026-04-30
Migration steps
  1. Sign up at bigpurpledot.com (typically a 14-day trial of paid tiers).
  2. Migrate Total Expert lead + contact + journey history via BPD data import.
  3. Configure BPD journey campaigns + LOS integration + texting workflow.
  4. Train LOs on BPD UI vs Total Expert journey automation.
  5. Cancel Total Expert once BPD covers full lead-to-loan-funded cycle for one quarter.

Not for: BPD is suboptimal for enterprise mortgage banks needing Total Expert-grade journey-automation library + compliance content + multi-team enterprise consolidation; Total Expert Plus + Enterprise fit those shapes better.

Paid plans from $99.00/mo

When to stay with Total Expert

Stay with Total Expert if your team relies on its journey automation library, your compliance + content library is well-tuned for state regs, or your enterprise rollout includes co-marketing + LOS integrations. The picks below cover Surefire CMS for Black Knight Empower shops, Velocify for ICE Mortgage Tech stack, Jungo for Salesforce-native shops, and BigPurpleDot for solo + small-team budget.

4 Alternatives to Total Expert

Surefire CMS (Black Knight)

Surefire CMS (Black Knight) starts at $149.00/mo vs Total Expert Plus at $329.00/mo

From $149.00/mo

Save $180.00/mo ($2,160.00/yr)

Switch to Surefire CMS (Black Knight)
Velocify (ICE Mortgage Tech)

Velocify (ICE Mortgage Tech) starts at $179.00/mo vs Total Expert Plus at $329.00/mo

From $179.00/mo

Save $150.00/mo ($1,800.00/yr)

Switch to Velocify (ICE Mortgage Tech)
Jungo (Salesforce-native)

Jungo (Salesforce-native) starts at $129.00/mo vs Total Expert Plus at $329.00/mo

From $129.00/mo

Save $200.00/mo ($2,400.00/yr)

Switch to Jungo (Salesforce-native)
BigPurpleDot (BPD)

BigPurpleDot (BPD) starts at $99.00/mo vs Total Expert Plus at $329.00/mo

From $99.00/mo

Save $230.00/mo ($2,760.00/yr)

Switch to BigPurpleDot (BPD)

Price Comparison

Compared against Total Expert Plus ($329.00/mo)

Continue your research

Surefire CMS (Black Knight) alternativesVelocify (ICE Mortgage Tech) alternativesJungo (Salesforce-native) alternatives

How we picked

We compared mortgage CRM platforms across the solo LO through 50+ LO enterprise mortgage bank segment on per-user pricing, journey-automation library depth, LOS-stack alignment (Black Knight Empower, Encompass, Calyx), Salesforce-native vs dedicated platform, compliance + content library, and multi-team enterprise consolidation.

We weighted predictable per-user pricing, bundled vs add-on pricing model, and team-size fit (solo, mid-volume, enterprise mortgage bank). Pricing pulled from each vendor's site or sales conversations on the review date. Last refreshed 2026-04-30.

Update history1 update
  • Initial published version with 4 picks.

Frequently asked questions about Total Expert alternatives

What is Total Expert pricing?

Total Expert Standard at custom $199 per user monthly covers mortgage CRM + journey automation + compliance + content library. Plus at $329 per user adds co-marketing + LOS integrations + advanced reporting + APIs. Enterprise at $650+ adds multi-team + roster + custom workflows + dedicated CSM + premium SLA.

Is there a free mortgage CRM?

There is no credible free mortgage-specific CRM. Total Expert + Surefire CMS + Velocify + Jungo + BPD all start at $99-$199 per user monthly. The cheapest credible option is BigPurpleDot Solo at $99 per user monthly with no Salesforce license requirement.

Which platform leads on Black Knight Empower-stack alignment?

Surefire CMS (now Top of Mind under ICE post-2023 acquisition) bundles natively with Black Knight Empower LOS via shared rep + shared data model + single-vendor stack ownership. Standard at $149 per user + Plus at $249 are canonical for Black Knight Empower customers.

What replaces Total Expert for Salesforce-stack mortgage banks?

Jungo runs natively on Salesforce: every record is a Salesforce object, every workflow uses Salesforce process automation. Standard at $129 per user (plus ~$150 Salesforce license) + Plus at $229 (plus license) are canonical for Salesforce-customer mortgage banks.

Which platform fits high-velocity Encompass shops?

Velocify (ICE Mortgage Tech-owned) ships lead-priority CRM + dialer + Encompass LOS integration natively. Standard at $179 per user + Plus at $299 with AI lead scoring are canonical for high-velocity mortgage shops on the Encompass + ICE Mortgage Tech stack.

SE

About the author: Subrupt Editorial

The team behind subrupt.com. We track subscriptions, surface cheaper alternatives, and publish comparisons where the score formula is on the page so you can recompute it yourself. We do not claim 30,000 hours of testing. What we claim is live pricing from our database, a transparent composite score, and honest savings math against a category baseline.

Get notified of price drops for Total Expert

We'll email you when Total Expert or its alternatives lower their prices.

Track Total Expert and find more savings

Add Total Expert to your dashboard to monitor spending and discover even more alternatives.

Go to Dashboard