MloFlo vs Total Expert
MloFlo
mloflo.com
Total Expert
totalexpert.comSide by side
| Figure | MloFlo | Total Expert |
|---|---|---|
| Price from | $4.99/mo | $69/mo |
| Free plan | Yes | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 11 | 4 |
| Spec score · Mortgage CRM Software | 8.7 (#3) | 8.5 (#6) |
| Company headquarters | LinkedIn lists headquarters in Tampa, Florida. | LinkedIn lists headquarters at 1600 Utica Ave S, Suite 800, St. Louis Park, Minnesota 55416. |
| Company size | LinkedIn lists Mloflo as privately held with 11–50 employees. | LinkedIn lists Total Expert’s company size as 201–500 employees. |
| Founded | LinkedIn and G2 list 2022 as the founding year. | 2016 |
| Integrations | MloFlo lists integrations and partners including Freddie Mac, Fannie Mae, Zapier, Encompass, Arive, Xactus, Stikkum, Nylas, and LendingPad. | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. |
| Product | MloFlo describes itself as an all-in-one mortgage CRM that combines CRM, point of sale, borrower portal, and automation tools for loan officers, brokers, and their teams. | Total Expert describes itself as a Customer Operating System for financial services that unifies customer data, people, and outreach. |
| Rating on G2 | 0.0 out of 5 from 0 reviews | 4.5 out of 5 from 158 reviews |
| Rating on GetApp | 4.0 out of 5 from 2 reviews | 4.3 out of 5 from 48 reviews |
| Security | MloFlo says it uses bank-level encryption and role-based access controls to protect borrower data and keep workflows audit-ready. | 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 | The site lists [email protected] as its support email. | 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 | Mloflo is a mortgage-focused operating system combining CRM, point of sale, borrower portal and automation for loan officers, brokers and teams. | Total Expert is a customer-engagement and marketing platform built for financial institutions such as lenders, banks, credit unions and insurers. |
Plans
MloFlo
- SMS OnlyFree
- SMS/MMS$4.99 a month
- Rookie Plan$14.99 a month
- Pro Plan$29.99 a month
- Basic$49 a month
- Basic$69.99 a month
- Expert Plan$69.99 a month
- Pro$119 a month
- Elite$160 a month
- Pro$199.99 a month
Total Expert
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
In their own words
MloFlo
MloFlo is a mortgage CRM for loan officers, brokers, and their teams, combining CRM functions, point of sale, borrower and realtor portals, and automation. It runs on Android, iOS, and the web. Loan officer tools include loan quoting, pre-approval generation, document collection, pipeline and milestone tracking, referral tracking, messaging, credit pulls, drip automation, and a smart dialer. Borrowers can see loan status and milestones, upload documents, and sign disclosures. Realtor tools include an opportunities dashboard, co-branded digital mortgage app, buyer overview, and loan milestones. MloFlo lists integrations including Freddie Mac, Fannie Mae, Zapier, Encompass, Arive, Xactus, Stikkum, Nylas, and LendingPad. Lead integrations through API are available on Pro and Enterprise, not Basic. Basic costs $69.99 a month per loan-officer seat, or $62.99 a month when billed annually. Pro costs $199.99 a month per seat, with support seats at 55 USD per month. The pricing page also lists a 24.95 USD activation fee for voice/SMS/MMS plans.
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.