Finova Broker CRM vs Total Expert
Finova Broker CRM
finova.tech
Total Expert
totalexpert.comSide by side
| Figure | Finova Broker CRM | Total Expert |
|---|---|---|
| Price from | — | $69/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 4 |
| Spec score · Mortgage CRM Software | 7.7 (#17) | 8.5 (#6) |
| Compliance | Custom automations and a comprehensive audit trail help firms build compliance into their workflows. | Total Expert says email and SMS workflows include approvals, reporting, and auditing for TCPA and CAN-SPAM compliance. |
| Founded | 1996 | 2016 |
| Headquarters | London, United Kingdom | Minneapolis, Minnesota, United States |
| Integrations | The product page describes native integrations for lead acquisition, including social media channels, leading email clients, credit referencing agencies and other tools. | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. |
| Security | Finova describes EU-based infrastructure, restricted and monitored production access, firewalls, 24/7 threat monitoring, daily backups retained for 14 days, and a disaster recovery site. | The security page states that Total Expert is SOC 2 compliant and that its security approach is informed by the NIST Cybersecurity Framework and AWS Well-Architected Framework. |
| Support | Broker CRM support offers training resources, webinars, release notes, and ticket support; published hours are Monday to Friday, 09:00–17:00, excluding public holidays. | Standard support is offered through knowledge-base articles, email and in-platform chat, with live support hours listed in the help center. |
Plans
Total Expert
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
In their own words
Finova Broker CRM
Finova Broker CRM has no write-up on Specifiction yet; its figures are above.
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.