Total Expert Reviews & Product Details

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.

I like how easily Total Expert centralizes customer information and it is a single platform where we integrate all date from marketing and sales.

The tool automates all our marketing campaigns and we get actionable insights which makes it easy to personalize customer journey and better experience.

The tool has made it possible to promote growth, customer loyalty and more revenue for our business.

I like the way it transform and streamlines our marketing by ensuring we customize campaigns to meet specific segment of customers. Review collected by and hosted on G2.com.

Total Expert is the real deal and never fails. It has moved our marketing to new levels and we've better customer experiences. Review collected by and hosted on G2.com.

I am truly impressed with Total Expert as it serves as an incredible hub, not only functioning effectively as a CRM for our mortgage company but also as a powerful data center and automation tool. I am particularly fond of the passion within the Total Expert organization. Interacting with various team members within their various divisions has consistently shown me that everyone is extremely driven and dedicated not only to their direct clients but also to their clients' clients, specifically the borrowers in the mortgage industry. This commitment is reassuring and inspiring. Additionally, Total Expert's integration capabilities are commendable; I use them effectively with Optimal Blue and Encompass, among others. The ability to seamlessly incorporate these tools enhances my workflows significantly. The initial setup of Total Expert was pretty easy, thanks to the excellent support provided by our customer service manager and the startup team. This ease of implementation and the ongoing support make it a standout choice for our needs in print marketing, email marketing, and customer journeys. Review collected by and hosted on G2.com.

I would love to see some enhancements in Total Expert, particularly some upgrades and additions that are currently in development. These include the AI sales assistant, customer intelligence insights, and the upcoming data hub. This data hub would allow us to configure and create our own unique reports using AI within the system and that is something we desperately need to leverage our analytics and subsequent workflows. I’m also interested in more plug-and-play and WYSIWYG options within the platform, like creating customized rate quote flyers in house, instead of utilizing the content team. Plus, these would offer ease of use in email building as well as the lead capture apps/lead magnet capabilities Review collected by and hosted on G2.com.

I like how Total Expert makes it pretty easy to maneuver through the different options. The initial setup was very easy. The marketing tools, such as marketing flyers and social media posts, are what I use the most. I do like the site. Review collected by and hosted on G2.com.

I'd like more landing page options to direct prospective customers to when prospecting. The ability to offer free information. Then the customer goes to a landing page to request. I get contact information and they are sent the pdf. Review collected by and hosted on G2.com.

Automated emails for marketing and loan process updates Review collected by and hosted on G2.com.

Hard to navigate back like on an internet browser when you want to go back to the previous page you often have to start what you were doing over Review collected by and hosted on G2.com.

Automated emails to customers. Plenty of options for content to send my customers Review collected by and hosted on G2.com.

Maybe too many options! That could be s good thing for dome. Navigating the options is sometimes difficult for me. Review collected by and hosted on G2.com.

I enjoy the constant drive for improvement and the customer service availability. Review collected by and hosted on G2.com.

We don’t love the email signature block design features, loan information is not readily available on the contact label, no date specific email sends in a journey. Review collected by and hosted on G2.com.

The in-depth options to see loan data and focused pipeline views Review collected by and hosted on G2.com.

Would like to have contact fields made with drop down feature. Give users the ability to select existing contacts to be populated into fields such as “referred by” Review collected by and hosted on G2.com.

Total Expert is a robust mortgage marketing CRM that streamlines data organization, turning information into actionable strategies. This approach has contributed to greater efficiency and has supported loan growth. Review collected by and hosted on G2.com.

Certain aspects of LO activity reporting as well as reporting for teams or management. Review collected by and hosted on G2.com.