Bearberry
6.1#17 in mortgage crm softwareFrom $49 a monthWebAPI
VisitBearberry vs Total Expert
Total Expert
8.0#2 in mortgage crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Bearberry | Total Expert |
|---|---|---|
| Compliance | Bearberry says its controls map to ISO 27001 Annex A but that it is not certified; it also describes support for GLBA/FTC Safeguards Rule, GDPR/UK GDPR, and CCPA/CPRA. | Total Expert says email and SMS workflows include approvals, reporting, and auditing for TCPA and CAN-SPAM compliance. |
| Integrations | The product page says Zillow, Realtor.com, LendingTree, and Facebook leads can feed into Bearberry; the developer page lists Zapier, Make, n8n, and webhooks for connections. | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. |
| Product | Bearberry is a hosted mortgage CRM built for loan officers, broker shops, and branches. | Total Expert describes itself as a Customer Operating System for financial services that unifies customer data, people, and outreach. |
Bearberry plans
- Starter$49 a month
- Pro$79 a month
- EnterprisePriced on request
Total Expert plans
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
Pick Bearberry if…
Bearberry suits mortgage professionals managing borrowers, referral partners, pipelines, and marketing. It also fits teams needing mortgage-specific integrations, automations, and compliance workflows.
Pick Total Expert if…
It suits financial services teams in mortgage lending, banking, credit unions, and insurance that need tools for customer outreach, lead management, and marketing automation.