Total Expert vs Velocify
Total Expert
totalexpert.comVelocify
mortgagetech.ice.comSide by side
| Figure | Total Expert | Velocify |
|---|---|---|
| Price from | $69/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 4 | 1 |
| Spec score · Financial Services CRM Software | 8.6 (#8) | 6.7 (#27) |
| Founded | 2016 | 2000 |
| Headquarters | Minneapolis, Minnesota, United States | Pleasanton, California, United States |
| Lead management | The product includes lead and contact management, pipeline visibility and workflows that route inbound or third-party leads. | LeadManager retrieves mortgage leads from over 1,400 integrated sources and offers automated distribution, intelligent routing and lead prioritization. |
| Security | 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. | ICE says it conducts regular security testing and independent penetration tests, and annual SOC 1 and SOC 2 audits across various product offerings; reports are available to customers through its TPRM Portal. |
| Support | Standard support is offered through knowledge-base articles, email and in-platform chat, with live support hours listed in the help center. | LeadManager support includes live support, onboarding, ongoing training and strategic consulting services. |
| Target customers | The platform is described as purpose-built for mortgage lending, banking, credit unions, and insurance. | ICE places Velocify in its Customer Acquisition suite and describes it as a sales automation solution for mortgage professionals communicating with borrowers. |
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.
Velocify
Velocify has no write-up on Specifiction yet; its figures are above.