1. [Home](https://www.g2.com/) 2. ... 3. [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) 4. [Total Expert Discussions](https://www.g2.com/products/total-expert/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c89d122a44cbbf0392426b8e7b3191cc/total-expert.jpg "Product Avatar Image") ![Reward for good Total Expert reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/35775/medal.svg "Reward for good Total Expert reviews") ](/products/total-expert/reviews) [ Total Expert ](/products/total-expert/reviews) (154)4.5/5 Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Show More * * * ### 67.0 Nps Score Already have Total Expert? ### All Total Expert Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 1 year ago More Options - [ # What advice do you have for others considering Total Expert for marketing automation? ](/discussions/what-advice-do-you-have-for-others-considering-total-expert-for-marketing-automation) What advice do you have for others considering Total Expert for marketing automation? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software)[ Marketing Automation Software ](https://www.g2.com/tags/marketing-automation-software)[ Marketing Automation Software Questions ](https://www.g2.com/topics/marketing-automation) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Total+Expert+questions+and+get+answers+from+expert+users+in+our+Total+Expert+Discussions+section.&title=Total+Expert+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Total+Expert+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Total+Expert+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss%0aAsk+Total+Expert+questions+and+get+answers+from+expert+users+in+our+Total+Expert+Discussions+section.) 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[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software)[ Marketing Automation Software ](https://www.g2.com/tags/marketing-automation-software)[ Marketing Automation Software Questions ](https://www.g2.com/topics/marketing-automation) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Total+Expert+questions+and+get+answers+from+expert+users+in+our+Total+Expert+Discussions+section.&title=Total+Expert+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Total+Expert+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Total+Expert+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss%0aAsk+Total+Expert+questions+and+get+answers+from+expert+users+in+our+Total+Expert+Discussions+section.) 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[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software)[ Marketing Automation Software ](https://www.g2.com/tags/marketing-automation-software)[ Marketing Automation Software Questions ](https://www.g2.com/topics/marketing-automation) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Total+Expert+questions+and+get+answers+from+expert+users+in+our+Total+Expert+Discussions+section.&title=Total+Expert+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Total+Expert+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Total+Expert+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss%0aAsk+Total+Expert+questions+and+get+answers+from+expert+users+in+our+Total+Expert+Discussions+section.) 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[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software)[ Marketing Automation Software ](https://www.g2.com/tags/marketing-automation-software)[ Marketing Automation Software Questions ](https://www.g2.com/topics/marketing-automation) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Total+Expert+questions+and+get+answers+from+expert+users+in+our+Total+Expert+Discussions+section.&title=Total+Expert+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Total+Expert+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Total+Expert+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss%0aAsk+Total+Expert+questions+and+get+answers+from+expert+users+in+our+Total+Expert+Discussions+section.) 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[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software)[ Marketing Automation Software ](https://www.g2.com/tags/marketing-automation-software)[ Marketing Automation Software Questions ](https://www.g2.com/topics/marketing-automation) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Total+Expert+questions+and+get+answers+from+expert+users+in+our+Total+Expert+Discussions+section.&title=Total+Expert+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Total+Expert+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Total+Expert+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss%0aAsk+Total+Expert+questions+and+get+answers+from+expert+users+in+our+Total+Expert+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Total+Expert+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss%0aAsk+Total+Expert+questions+and+get+answers+from+expert+users+in+our+Total+Expert+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/total-expert/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/63137680bbb1dabeb3a493ee6e137bd9/total-expert.svg "Product Avatar Image") ### Have you used Total Expert before? Answer a few questions to help the Total Expert community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert%2Fdiscuss%3Fsmall_ask%3Dtotal-expert) No ## Top Contributors in Total Expert 1 ![Debora C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Debora C.") DC Loading... ### [Debora C.](https://www.g2.com/users/ef5ebd3a-b64e-439a-bfd0-dde1d155177a "Debora C.") Marketing consulta 1 pt