AgentLog
Total ExpertMortgage

The voice-CRM layer your Total Expert setup is missing.

Customer engagement platform for mortgage and banking. Where it stops short: Journeys assume conversations are logged — they often aren't. AgentLog closes that gap — every borrower call becomes a structured update inside Total Expert, no typing required.

MortgagePairs with Total ExpertPWA — install to home screen

What Total Expert does well

  • Marketing automation
  • Customer journeys
  • Compliance

Where AgentLog fits

AgentLog ensures customer journey signals (rate concern, doc submission, partner intro) hit Total Expert immediately.

Sample voice noteSpoke with Rachel — first-time buyer, pre-approved 480k, looking in Plano. Husband Tom is co-borrower, his W2 still pending. Realtor is Lisa Park at Keller Williams. Rate concern is the main blocker. Remind me Thursday to send updated rate sheet and follow up on Tom's W2.
PersonRachel Patel (Borrower)
CompanyRealtor partner: Lisa Park (Keller Williams)
OpportunityPlano FTHB — $480k pre-approval$480,000
StagePre-Approval — Awaiting Docs
Tasks1. Thursday — send updated rate sheet to Rachel2. Follow up with Tom for W23. Loop Lisa Park on rate lock options
Suggested textHi Rachel — Thursday I'll send a fresh rate sheet. Once Tom's W2 lands we can talk lock strategy. Looping Lisa so she's in the loop too.

Total Expert vs AgentLog at a glance

CapabilityTotal ExpertAgentLog
Lead routing / pipeline UIYes — its core strength.No — keep using Total Expert.
Post-call voice captureLimited or manual typing.Yes — one tap, structured output.
Speaker diarization (multi-voice transcripts)No.Yes (Deepgram nova-3).
Mortgage-aware CRM extractionGeneric notes.Yes — contacts, opportunities, stages, tasks.
Drafted follow-up textManual.Drafted from the parsed conversation.
Review-before-apply gateYes — nothing writes until you approve.

Frequently asked

Is AgentLog a full Total Expert replacement?

No — AgentLog is the voice-capture and CRM-update layer. Most teams keep Total Expert as their CRM and use AgentLog to remove the post-call typing that Total Expert doesn't solve.

What does AgentLog do that Total Expert doesn't?

Journeys assume conversations are logged — they often aren't. AgentLog records, transcribes, extracts mortgage signals, and shows a review screen — then writes structured updates back to Total Expert.

Will it work with Total Expert integrations?

AgentLog produces structured contact, opportunity, task, and activity payloads designed to feed CRMs like Total Expert.

What does it cost compared to Total Expert?

AgentLog is priced per active user. It's designed to be additive to your existing CRM — pay for AgentLog for the voice layer, keep paying Total Expert for the CRM features you already use.

Other Mortgage CRM alternative pages

Keep Total Expert. Add the voice layer.

AgentLog is built to be the voice-capture front-end for the CRM you already pay for. Get the structured CRM updates you'd write — without writing them.