BrokerDam vs Total Expert
BrokerDam
brokerdam.ca
Total Expert
totalexpert.comSide by side
| Figure | BrokerDam | Total Expert |
|---|---|---|
| Price from | C$83.25/mo | $69/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 2 | 4 |
| Spec score · Mortgage CRM Software | 8.8 (#2) | 8.5 (#6) |
| Documentation | Public tutorials cover Velocity connection, AI underwriting, e-signing, ad-lead webhooks, calculator PDF export and book import. | The administrator help center contains guides for journeys, campaigns, email, workflows, reporting, dashboards, data import, Salesforce and many other modules. |
| Headquarters | New Westminster, British Columbia, Canada | Minneapolis, Minnesota, United States |
| Integrations | Live integrations include Velocity (Newton), Meta and Google Ads lead capture through Make or Zapier, Gmail, and Outlook/Microsoft 365; Filogix is supported by file import and Finmo is on the roadmap. | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. |
| Product | BrokerDam is an AI-powered CRM built for Canadian mortgage brokers and brokerages. | Total Expert describes itself as a Customer Operating System for financial services that unifies customer data, people, and outreach. |
| Support | The published support channel is email at [email protected]. | Standard support is offered through knowledge-base articles, email and in-platform chat, with live support hours listed in the help center. |
| What it does | BrokerDam is an AI-powered CRM for Canadian mortgage brokers covering the workflow from lead through funded file. | Total Expert is a customer-engagement and marketing platform built for financial institutions such as lenders, banks, credit unions and insurers. |
Plans
Total Expert
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
In their own words
Total Expert
Total Expert is a customer platform for financial services that brings customer data, teams, and outreach together. It is designed for mortgage lending, banking, credit unions, and insurance. Customer IQ enriches profiles with financial signals such as credit inquiries, equity changes, rate opportunities, new listings, and life events. Sales Center provides lead routing and nurturing, pipeline visibility, prioritized lead lists, text messaging, and a mobile app. Marketing Center supports multichannel Journeys and targeted campaigns, with a library of compliant email, social, and print content. Its AI Sales Assistant uses voice conversations to qualify prospects, schedule appointments, and warm-transfer them to loan officers. Total Expert lists more than 55 integrations and compliance workflows for email and SMS, including approvals, reporting, and auditing for TCPA and CAN-SPAM compliance. Access controls include single sign-on, multi-factor authentication, privileges, and adaptive authentication. A complimentary plan is available; Premium costs $100 a month per user.