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Comparison · Updated September 2026

A Total Expert alternative for teams that are not a bank.

Total Expert is built for retail banks and lenders with hundreds of loan officers and a compliance department. If that is you, buy it. If it is not, you are paying for enterprise overhead you will never use.

Short answer

Total Expert is enterprise mortgage software aimed at organisations with 200+ loan officers and bank-grade IT requirements. It has no solo plan, and reported figures put it near $150 per user, per month plus $5,000–$50,000 of setup. TheBigBot is $197 or $497 flat with unlimited users and a $499 setup, and includes the website and phone answering.

01 · The short answer

Where the two actually differ.

Total Expert is not trying to be what we are. It is built for retail banks and large lenders: branch-level reporting, compliance control, organisational consistency across hundreds of loan officers, and the kind of IT review that takes a quarter. For that buyer it is a sensible purchase and we are not a serious alternative.

The problem is the buyers who are not that. Reported pricing puts it near $150 per user, per month with onboarding somewhere between $5,000 and $50,000 — figures that come from third-party comparisons rather than Total Expert, so treat them as indicative. There is no solo plan at all. A ten-person brokerage is looking at a five-figure first year before the first campaign goes out.

The trade-off inside the product is deliberate: individual loan officers have less freedom to build their own workflows, because the point is that the organisation behaves consistently. In a bank that is a feature. In a twelve-person shop where the top producer wants their own follow-up sequence, it is friction.

TheBigBot is $197 or $497 a month, flat, with a $499 setup and no seat counting. It includes the website, the campaigns and an AI receptionist. It does not have bank-grade compliance tooling, and we would not put it in front of a bank.

02 · Side by side

Total Expert vs. TheBigBot.

The rows that change what you pay and what you still have to buy.

 Total ExpertTheBigBot
PricingQuote only — roughly $150 per user, per month reportedFlat $197 or $497 a month, unlimited users
Setup / onboardingReported at $5,000–$50,000$499 one-time
Solo planNoneYes — the same flat plan, whatever the headcount
Built forBanks and lenders with 200+ loan officersBrokerages and teams from one person upward
Compliance toolingBank-grade, with organisational controlsStandard — not built for a bank compliance department
LO-level customisationDeliberately limited, for consistencyEach user can build their own pipelines and sequences
Answers the phoneNoAI receptionist answering inbound 24/7, plus outbound voice AI
WebsiteNot the productIncluded — up to 50 pages, custom domain, SSL
Time to liveAn enterprise onboarding programme3 days on Launch, 7 days on Pro

Total Expert details cited from publicly available sources as of September 2026. Where a figure is quote-only it is marked as reported rather than published, because several of those numbers circulate via competitor comparisons. Verify before you decide, and tell us if anything here is wrong — including where the correction favours them.

03 · Credit where it’s due

What Total Expert is genuinely good at.

A comparison where the other tool wins nothing convinces nobody.

🏦

Genuinely built for enterprise

Branch reporting, compliance control and consistency across hundreds of loan officers is a real problem, and Total Expert solves it properly

🛡

Bank-grade governance

If your IT and compliance teams review software before it is bought, Total Expert is designed to survive that review. We are not

📊

Consistency at scale

Limiting what individual LOs can change is a feature when you have two hundred of them and one brand to protect

04 · Which one is right for you

Be honest about what you need.

We would rather you pick the right tool than churn in month three.

Stay with Total Expert if

It is already the right shape for you.

  • You have 200+ loan officers, or a bank’s compliance and IT requirements.
  • You need branch-level reporting and organisational control over what each LO can change.
  • A five-figure onboarding is normal for how your organisation buys software.
  • Consistency across the whole company matters more than individual flexibility.
Choose TheBigBot if

The CRM is not the thing you are missing.

  • You are a brokerage or a team, not a bank, and enterprise onboarding is money you would rather spend on leads.
  • You want a price you can read on a page today.
  • Your loan officers want to build their own follow-up rather than inherit head office’s.
  • You need the website and the phone answered, not only the marketing layer.
07 · Our pricing, published

How much does TheBigBot cost?

No quote call to find out what it costs. Both plans include all 22 platform features — the difference is how much content and social firepower we produce for you each month.

Ready in 3 days

Authority Launch

Your website, AI receptionist, automations and campaigns built out and switched on.

$197
/ month
🚀 One-time setup:$499Live in 3 days
Get Started →
Everything you get
🌐 Built for you
  • 1 complete website — up to 50 pages
  • AEO, GEO and SEO ready
  • Custom domain, DNS + SSL
🤖 AI & lead systems
  • 1 AI Receptionist — 24/7 call answering
  • AI website chat widget
  • Review harvesting campaign
  • A2P SMS submission filed for you
💎 Usage is billed at cost and disclosed up front. AI calls, SMS, email and AI tokens carry a usage fee on top of the plan — see the usage fees page for the rates. We publish them for the same reason we publish the plan price.
06 · Questions people actually ask

Questions from teams comparing the two.

What does Total Expert cost?
+
Total Expert does not publish pricing. Third-party comparisons report roughly $150 per user, per month with onboarding between $5,000 and $50,000, and note there is no solo plan. Those figures are second-hand — get a quote. Ours are published: $197 or $497 a month plus a $499 setup.
Is Total Expert worth it for a small brokerage?
+
Usually not, and that is a pricing-model answer rather than a quality one. It is built for organisations with hundreds of loan officers, and the onboarding alone can exceed a small brokerage’s annual software budget. Below roughly fifty people, the enterprise capability is overhead you pay for and do not use.
Does TheBigBot have bank-grade compliance features?
+
No, and we will not pretend otherwise. If your compliance department reviews software before purchase and needs organisational controls over what each loan officer can send, Total Expert is built for that and we are not.
Can individual loan officers build their own workflows?
+
Yes, on ours. On Total Expert that is deliberately limited so the organisation stays consistent, which is the correct trade-off at two hundred LOs and an irritation at twelve.
How long does implementation take?
+
Three days on our Launch plan, seven on Pro. Enterprise platforms in this category typically run a formal onboarding programme measured in weeks or months, which is appropriate at their scale and rarely what a brokerage wants.
Do you replace Total Expert or sit alongside it?
+
Replace, generally — running two CRMs means two records of the same borrower and neither is trustworthy. If you are mid-contract, the honest advice is to finish the term and talk to us before you renew.

Bring your seat count to the demo.

Fifteen minutes, and we will run the arithmetic against your real numbers — including the cases where Total Expert is the better buy.

Book a Demo →
15 minutes · No contract · Published pricing
Keep comparing

Compare TheBigBot to the rest of your shortlist.

Every comparison on this site names the case for the other tool, not just ours.