Lead Management Reviews & Product Details

I use Total Expert daily to create Single Property Websites for promotion on social media for my real estate partners. When a new listing is created for any of my partners, I immediately send a co-branded SPS. Review collected by and hosted on G2.com.

I would not say that there is a downside to using it. You get out of it what you put into it. If you are engaged, and entering your real estate partners and clients into marketing groups you can target them for marketing. You have to do the work of setting up the groups, first, however. Review collected by and hosted on G2.com.

I loved Total Expert when it first came out, and I even reviewed the system for a previous company of mine to adopt and sat down with some of the sales staff that came out. Unfortunately, I don’t like much about the system anymore, there is nothing special on what it offers. Review collected by and hosted on G2.com.

1) You can't pull up a report to show possible duplicate entries to merge

2) If I have a contact who is a client as well as a referral partner I have to enter them as 2 separate contacts to make sure they get the appropriate marketing

3) When sending out a co-marketing partner request, it doesn't indicate which user it is coming from - the recipient just gets an email to click on.

4) The whole lead, referral source type, and all of that information just seems a bit clunky and confusing and messy

5) I don't like that I can't add in a Title for my referral partners - you can input "Dr", etc. But I can't identify what the title of my referral partner is unless I make a bunch of new groups. I would like to have a group called "Financial Planners" and be able to see what their Title is without having to click on them to read any notes as I have a company that would go under this group but they all do different things.

6) I don't even know if you can add specific hashtags that would work, but you can't tag anyone, you can't add a location and you are only limited to FB, LI, & IG.

7) The bombbomb piece on the templates is finicky. I have a favorited tag where weekly we update the video and title but when I delete the video and add the bombbomb widget back in there, when I select the video it doesn't upload it. I have to add a couple columns with the bombbomb widgets so that one of them will take it and then go delete the extra columns.

Seems that Total Expert could take note of most CRMs and update their system accordingly and try and keep up with the times Review collected by and hosted on G2.com.

I like that Total Expert links to my social media platforms so I am able to make posts directly from my resources and I know they are compliant. I also love being able to have realtors create profiles linked to mine; I use this as a marketing tool frequently. Review collected by and hosted on G2.com.

The "Tags" feature as filters is a bit clunky and often I have to select a tag multiple times before it filters them out. Review collected by and hosted on G2.com.

I appreciate how Lead Management tools within Total Expert bring full transparency and accountability to our prospect pipeline, which is critical for our regulated banking operations. Previously, prospect information was scattered across emails and spreadsheets, and I once dealt with an awkward situation where two loan officers contacted the same mortgage buyer independently; the client felt confused and questioned our internal coordination. Now the centralized lead queue and status tracking eliminate this chaos. Every prospect owns a single live profile displaying assigned staff, complete outreach history, and current pipeline stage. The built-in connection to compliance-approved messaging templates is invaluable in my daily compliance work. Loan officers can send messages straight from lead records using pre-vetted content stored in IntelligenceBank Knowledge Management, which avoids the risk of sending unregulated promotional text. Last quarter, one team member almost drafted non-compliant wording, but the template restriction blocked improper outreach before it went out. I also depend on the basic reporting features to create weekly pipeline summaries for leadership. The data covers incoming lead volume and average response delays. During the busy spring mortgage season, these reports helped our managers rearrange staff schedules to shorten waiting time for prospects. Although deeper integration with our core banking system would further optimize workflows, the lead management module delivers remarkable value. It stops duplicate client outreach, unifies compliant communication standards, and guarantees every prospective banking customer receives timely, stable support from our team. Review collected by and hosted on G2.com.

First, the platform lacks robust native synchronization with our core banking system. We frequently receive inquiries from prospects who already hold accounts with our institution. There is no automatic matching logic to identify these overlaps. On one occasion, we generated a duplicate lead entry for a long-term client applying for refinancing. A loan officer initiated outreach without viewing the client’s existing account records, making the client feel our team lacked basic information coordination. I have to manually cross-check every new lead against our customer database to prevent similar incidents, and this repetitive work piles up heavily during peak mortgage inquiry seasons. Second, duplicate lead detection works poorly. The system only alerts users when email addresses are almost identical. Many prospects submit inquiries using secondary contact emails, so lots of duplicate profiles remain undetected without matching rules based on names, phone numbers or residential addresses. I spend several hours every week merging redundant records, and this eats up time I originally reserved for auditing compliance documents. We also use Whereby Meetings for virtual client consultations, yet meeting notes cannot auto-sync back to lead profiles. Staff need to manually copy information afterward, which creates another layer of unnecessary administrative labor. If developers improve data sync capabilities and expand multi-condition duplicate identification rules, the platform could greatly reduce our daily manual workload. Review collected by and hosted on G2.com.

I like the tasks the best. It really helps me stay on track and I do not let people fall through the cracks. Review collected by and hosted on G2.com.

I dislike the total expert app. I wish it was more user-friendly and you could do things like create flyers. Review collected by and hosted on G2.com.

I appreciate the regular alerts from Total Expert, especially the listing alerts. They keep me from having to search through 1,500 past mortgages that I have done, which makes managing my database and keeping track of clients' interest rates more efficient. I also appreciate having easy access to all of my past loans, and the seamless integration with our LOS and my MRC lead generating system enhances my workflow. Setting up Total Expert was pretty easy as I'm very familiar with working with CRM systems. Review collected by and hosted on G2.com.

Sometimes it can be slow Review collected by and hosted on G2.com.

I appreciate Total Expert for being a very user-friendly platform that offers a seamless experience from beginning to end, which benefits both marketers and loan officers. I can dive in as little or as much as I want, making it incredibly versatile. The platform enables my team to log in easily and obtain the materials they need to be successful. The ability to automate emails and messaging significantly enhances engagement with consumers, ensuring interactions occur at the right moment without requiring extensive manual input from loan officers. This automation helps streamline our processes and allows us to engage borrowers effectively throughout their journey. I also find the initial setup of Total Expert to be very easy. The invitation manager effectively organizes and executes the necessary steps to ensure a smooth launch for the team. With live onboarding, the entire process is seamless from start to finish, making it a great implementation overall. Review collected by and hosted on G2.com.

Because Total Expert takes such a forward approach to listen to their consumers there is nothing at this moment that I dislike about the system. Review collected by and hosted on G2.com.

I love how we have every option to maintain relationships with our client base, customers, and track performance from our LO’s themselves in their journey to closing loans. As someone who is very new to the mortgage/finance industry, I am so impressed that something like TE exists because it really is a treasure chest full of everything you want and need. Review collected by and hosted on G2.com.

As someone who is new to Total Expert and having worked alongside some “experts”, I’ve heard concerns about tackling some training issues that they’re not aware of until an LO says, “how do I do this?” And the experts themselves don’t know what to do. I think it would be great if TE had some training modules! Review collected by and hosted on G2.com.

Relatively easy to use with wonderful reporting capabilities. Review collected by and hosted on G2.com.

Although it is a very unique product for this market, the cost seems a bit inflated. Review collected by and hosted on G2.com.

Being able to send to a large database all at once. Review collected by and hosted on G2.com.

Database management is not user friendly. Very hard to keep lists scrubbed and refine the lists to certain target markets. Not very flexible. Site crashes at times, help desk chat only. Review collected by and hosted on G2.com.