“The platform is completely unreliable and essentially broken. The amount of time that I have invested is sickening.”
—Total Expert review, G2
Join the top producers at these firms who choose Third Floor
“The interface feels clunky or rushed to market.
Things get held up/frozen/lost from time to time, causing work to take longer than any other CRM I've used in any industry.”
— Total Expert review, G2
Overpriced and underutilized — Total Expert is a total pain
Adoption is abysmal. The interface is clunky, glitchy, and slow. Emails vanish. Tasks freeze. Basic features like data exports don’t even match core systems.
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Here's the truth — printed flyers don’t close deals. “I’ve created 18 open house flyers for one realtor,” a former Total Expert customer told us. “Amazing how we’ve never sold a house together.”
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You're paying enterprise pricing for a graveyard of useless or broken features.
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Third Floor is different. Fast, modern, and made for mortgage. No fluff. Just a platform that works the way you do.
Total Expert customers have spoken
Missing
features
An archaic flyer portal, clunky UI, and new features that never materialize. Emails don’t save. Data vanishes.
Everything
costs extra
Bloated license fees, add-on charges, surprise invoices, and bills for basic tools like texting.
Nonexistent reporting
No attribution, no partner insights, no way to see what’s driving results. You’re flying blind.
Mutant automations
Once someone’s in a campaign, good luck getting them out. Irrelevant messages continue, making you look dumb.
Looking for the Best Total Expert Alternative?
You’re not alone. Dozens of top-producing mortgage teams have made the switch from Total Expert to Third Floor. Why?Higher adoption, faster workflows, clearer reporting, and features built for this century.
Finally — a CRM built for the modern loan officer.
“What Third Floor did for the first time was automate what really gets us loans — lead capture and follow-up. That’s what closes deals.”
—former Total Expert customer
Why Third Floor
Third Floor isn’t trying to be flashy—we’re here to help you close more deals with fewer headaches. It’s fast, flexible, and fully built for mortgage from day one.
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While legacy platforms bury you in clunky menus, broken automations, and support tickets that go nowhere, Third Floor keeps everything simple, stable, and smart. You’ll log in and see what matters—your pipeline, your people, and your next opportunity. No certification required.
Third Floor works the way you do
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Adoption that sticks — Built for loan officers, not marketers. No more begging your team to use a CRM they hate.
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Speed built in — From lead capture to post-close, workflows just work. No clicks wasted, no time lost.
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Clear visibility — ROI, referral sources, pipeline volume, all in plain sight. No admin degree required.
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Designed for growth — Track the full client journey, keep partners happy, and make every deal a stepping stone to the next one.
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Real support, real humans — Mortgage-savvy reps who actually pick up the phone and never make you feel dumb for asking.
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Smarter automations — Follow up like a pro, with timely messages that don’t make you sound like a robot.
Total Expert Reviews
Don’t take our word for it. Here’s what real users and insiders are saying about Total Expert — broken tech, empty promises, and a culture circling the drain.
“The entire system is essentially broken. We pulled a customer list today and compared it to a list pulled from our core and the data did not match up at all”
— Total Expert review, G2
“The revolving door for product leaders has derailed the solution. It is now an agency attached to some CRM tech.”
— Total Expert review, Glassdoor
“The amount of time that I have wasted and the amount of resources our bank has dumped into this platform makes me sick to my stomach.”
— Total Expert review, G2
