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TheBigBot vs Total Expert

TheBigBot

6.6#12 in mortgage crm softwareFrom $197 a month
AndroidiOSWebAPI
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Total Expert logo

Total Expert

8.0#2 in mortgage crm softwareFrom $69 a month
Free planAndroidiOSWebAPI
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What both publish

FactTheBigBotTotal Expert
Founded20232016
HeadquartersAustin, Texas, United StatesMinneapolis, Minnesota, United States
IntegrationsThe workflow builder supports native integrations, Zapier, Make.com, and webhooks, and the page lists Stripe, QuickBooks, Calendar, and Slack as connection examples.Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories.
ProductTheBigBot describes itself as an AI growth platform and CRM that combines lead follow-up, call answering, review requests, database reactivation, and SEO content.Total Expert describes itself as a Customer Operating System for financial services that unifies customer data, people, and outreach.

TheBigBot plans

  • Authority Launch$197 a month
  • Authority Pro$497 a month
  • One-time setup$499, paid once

Total Expert plans

  • Complimentary planFree
  • Basic$69 a month
  • Premium$100 a month
  • Total Expert subscriptionPriced on request

Pick TheBigBot if…

TheBigBot is aimed at mortgage, dental, legal, and service businesses that want lead follow-up, call answering, and communication tools in one platform. Its listed capabilities include an AI receptionist and a multichannel inbox.

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.

Charts they share