RAD CRM vs Total Expert
RAD CRM
theradcrm.com
Total Expert
totalexpert.comSide by side
| Figure | RAD CRM | Total Expert |
|---|---|---|
| Price from | $197/mo | $69/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 3 | 4 |
| Spec score · Mortgage CRM Software | 7.3 (#23) | 8.5 (#6) |
| Headquarters | Gilbert, Arizona, United States | Minneapolis, Minnesota, United States |
| Integrations | The partner directory lists more than 30 integrations and names Arive, RETR, MABLS, Addy AI, and LendingPad among its partners. | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. |
| Lead management | Lead-source connectors include Zillow, Bankrate, FreeRateUpdate, and Mortgage Research Center, and the platform provides pipelines, task management, and automated progress reports. | The product includes lead and contact management, pipeline visibility and workflows that route inbound or third-party leads. |
| Support | RAD says its support team provides onboarding, day-to-day help, and strategic guidance, and lists [email protected] and a phone number on its site. | 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
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.