RAD CRM
6.5#13 in mortgage crm softwareFrom $197 a monthAndroidiOSWeb
VisitRAD CRM vs Total Expert
Total Expert
8.0#2 in mortgage crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | RAD CRM | Total Expert |
|---|---|---|
| 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. |
RAD CRM plans
- Expert$197 a month
- Master$350 a month
- EnterprisePriced on request
Total Expert plans
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
Pick RAD CRM if…
RAD CRM is designed for mortgage loan officers managing leads, loan pipelines, referral partners and marketing. Its team and enterprise tools may also suit groups that need lead assignment, shared permissions and production review.
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.