Mortgage Magic vs Total Expert
Mortgage Magic
mortgage-magic.co.uk
Total Expert
totalexpert.comSide by side
| Figure | Mortgage Magic | Total Expert |
|---|---|---|
| Price from | £85/mo | $69/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 1 | 4 |
| Spec score · Mortgage CRM Software | 8.7 (#4) | 8.5 (#6) |
| Company headquarters | LinkedIn identifies Rainham, London as headquarters. | LinkedIn lists headquarters at 1600 Utica Ave S, Suite 800, St. Louis Park, Minnesota 55416. |
| Company size | LinkedIn lists Mortgage Magic at 11–50 employees. | LinkedIn lists Total Expert’s company size as 201–500 employees. |
| Compliance | The site lists automated file checks, FCA audit trails, SMCR management and RegData submissions among its compliance features. | Total Expert says email and SMS workflows include approvals, reporting, and auditing for TCPA and CAN-SPAM compliance. |
| Founded | LinkedIn gives 2019 as the founding year. | 2016 |
| Headquarters | Rainham, Essex, UK | Minneapolis, Minnesota, United States |
| Integrations | Official pages name TransUnion and Experian credit-data integrations, with consent required for access. | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. |
| Product | Mortgage Magic describes itself as an all-in-one mortgage CRM, sourcing and compliance platform for mortgage advisers, broker networks, mortgage clubs and lenders. | Total Expert describes itself as a Customer Operating System for financial services that unifies customer data, people, and outreach. |
| Rating on Apple App Store | 5.0 out of 5 from 2 ratings | 5.0 out of 5 from 1 rating |
| Security | The site states that it uses UK cloud infrastructure, role-based permissions, regular third-party penetration testing and AES-256 encryption at rest and in transit. | 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 maker’s press page says it aims to respond to press inquiries within two hours during business hours. | 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 | Mortgage Magic is a UK platform combining mortgage sourcing, CRM, case management and compliance workflows for professional intermediaries. | 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
Mortgage Magic
Mortgage Magic is a mortgage CRM, sourcing and compliance platform for UK mortgage advisers, broker networks, mortgage clubs and lenders. It combines pipeline management, task automation, document handling, a client diary and team collaboration with live lender criteria, whole-of-market product access and one-click sourcing through an AI sourcing engine. Compliance tools include automated file checks, FCA audit trails, SMCR management and RegData submissions. Clients can use a white-labelled mobile app to track mortgages, upload documents and communicate securely. Its Secure Portal includes AI Lender Connect, which analyzes lender forms and transfers case data to lender portals. The maker lists Android, iOS, web and Windows platforms; the Secure Portal is also available as a Windows 10/11 64-bit installer or as a PWA. Mortgage Magic lists a free plan and trial, and its Prometheus plan costs £85 a month. It says it uses UK cloud infrastructure, role-based permissions, regular third-party penetration testing and AES-256 encryption at rest and in transit.
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.