SurefireCRM vs Total Expert
SurefireCRM
surefirecrm.com
Total Expert
totalexpert.comSide by side
| Figure | SurefireCRM | Total Expert |
|---|---|---|
| Price from | $91/mo | $69/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 4 |
| Spec score · Financial Services CRM Software | 8.1 (#14) | 8.6 (#8) |
| Compliance | The maker says Surefire’s Power Messaging supports compliance disclaimers and automatic opt-in confirmation for text messages. | Total Expert says email and SMS workflows include approvals, reporting, and auditing for TCPA and CAN-SPAM compliance. |
| Compliance controls | Official product material says its content-compliance system supports RESPA, TCPA and CCPA requirements. | Email and texting workflows include approvals, reporting and audit capabilities intended to support regulatory compliance. |
| Integrations | Surefire offers native connections for mortgage LOS, POS, and pricing engine platforms, as well as open APIs and a Salesforce Lightning connector. | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. |
| Rating on Capterra | 4.5 out of 5 from 55 reviews | 4.3 out of 5 from 48 reviews |
| Rating on G2 | 4.0 out of 5 from 20 reviews | 4.5 out of 5 from 158 reviews |
| Rating on GetApp | 4.5 out of 5 from 55 reviews | 4.3 out of 5 from 48 reviews |
| Sales tools | Published collateral lists single-property sites, loan calculators, lead scoring, calendars, tasks, click-to-call, rate alerts and power calls. | Sales Center provides lead routing, nurturing, pipeline visibility, a mobile app, text messaging, and prioritized lead lists. |
| Support | Surefire enrollment terms describe production support as remote diagnostics and help desk assistance limited to application 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 | Surefire is a mortgage CRM and marketing automation platform for lenders, loan officers, brokers and related mortgage teams. | 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
SurefireCRM
SurefireCRM 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.