Model Match CRM vs Total Expert
Model Match CRM
modelmatch.com
Total Expert
totalexpert.comSide by side
| Figure | Model Match CRM | Total Expert |
|---|---|---|
| Price from | $49/mo | $69/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 5 | 4 |
| Spec score · Mortgage CRM Software | 8.4 (#8) | 8.5 (#6) |
| Company headquarters | Crunchbase lists San Clemente, California, United States as headquarters. | LinkedIn lists headquarters at 1600 Utica Ave S, Suite 800, St. Louis Park, Minnesota 55416. |
| Company legal name | Crunchbase lists the legal name as Model Match, Inc. | The terms name the provider as Total Expert Inc. |
| Company size | LinkedIn lists Model Match as having 11–50 employees. | LinkedIn lists Total Expert’s company size as 201–500 employees. |
| Documentation | The public help center contains Getting Started, CRM, Market Insights, AI/MCP, account-management and legacy-product sections. | The administrator help center contains guides for journeys, campaigns, email, workflows, reporting, dashboards, data import, Salesforce and many other modules. |
| Founded | LinkedIn lists the company as founded in 2014. | 2016 |
| Integrations | The product advertises Gmail, Outlook, Claude, ChatGPT, Model Match API, MCP and push/webhook integrations. | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. |
| Public API | The REST API uses /v1 endpoints and supports API-key authentication or OAuth 2.0. | Total Expert describes an open API that can push data from corporate, lending, wealth-management and CRM systems into the platform and pull data back out. |
| Security | The privacy policy says Model Match uses technical and organizational measures to protect information and notes that no network or system can be guaranteed fully secure. | 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 listed Standard plan includes help desk, email, and group training sessions; Ultra includes priority support. | 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 | Model Match is a mortgage and real-estate market-intelligence platform with CRM workflows for loan officers, agents, recruiters and lending teams. | Total Expert is a customer-engagement and marketing platform built for financial institutions such as lenders, banks, credit unions and insurers. |
Plans
Model Match CRM
- Standard$49 a month
- Essentials$99 a month
- Premium$199 a month
- Ultra$399 a month
- EnterprisePriced on request
Total Expert
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
In their own words
Model Match CRM
Model Match 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.