Total Expert
8.0#2 in mortgage crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitTotal Expert vs Viato
What both publish
| Fact | Total Expert | Viato |
|---|---|---|
| Campaigns | Marketing Center supports campaigns for onboarding, cross-selling and difficult-to-convert prospects, with dashboards for monitoring results. | Campaigns can send email, SMS and iMessage follow-ups triggered by activity or loan stage, with engagement measurement and task creation. |
| Company legal name | The terms name the provider as Total Expert Inc. | The website footer identifies the business as Viato LLC. |
| Integrations | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. | Named integrations include Arive, LendingPad, UWM, Broker Marketplace, QuickBooks, Handwrytten, Goody, Stikkum, Google Workspace, Microsoft 365, RingCentral, Zoom, Meta and TikTok. |
| Product | Total Expert describes itself as a Customer Operating System for financial services that unifies customer data, people, and outreach. | Viato describes its product as a CRM built for mortgage professionals and loan officers. |
Total Expert plans
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
Viato plans
- FreeFree
- Support$49 a month
- Done For You$397 a month
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.
Pick Viato if…
Viato is aimed at mortgage professionals and loan officers managing leads, borrower communications, and loan pipelines. Its team assignment and borrower portal may also suit lenders coordinating staff and applications.