--- title: Total Expert Reviews meta_title: 'Total Expert Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 156 reviews by the users' company size, role or industry to find out how Total Expert works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 156 scale: '5' date_modified: '2026-06-23' parent_category: name: Loan url: https://www.g2.com/categories/loan --- # Total Expert Reviews **Vendor:** Total Expert **Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 156 ## About Total Expert 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. ## Total Expert Pros & Cons **What users like:** - Users love the **ease of use** of Total Expert, appreciating its intuitive features and seamless setup. (9 reviews) - Users value the **extensive integrations** of Total Expert, enhancing efficiency and streamlining marketing efforts on one platform. (7 reviews) - Users appreciate the **excellent customer support** from Total Expert, ensuring timely responses and a smooth experience. (6 reviews) - Users find the **easy setup** of Total Expert makes navigating options and building campaigns a breeze. (6 reviews) - Users value Total Expert for its **automation efficiency** , enhancing engagement and streamlining processes for better communication. (5 reviews) - Easy Integration (5 reviews) - Email Marketing (5 reviews) - Users value the **user-friendly tools** of Total Expert, facilitating strong client relationships and effective loan tracking. (5 reviews) - Seamless Integration (5 reviews) - Marketing Automation (4 reviews) **What users dislike:** - Users find Total Expert **not intuitive** , struggling with navigation and customization options on the platform. (5 reviews) - Users find the **learning curve steep** with Total Expert, as navigation and setup can be quite overwhelming. (3 reviews) - Users find the **customer support lacking** at times, which can complicate their experience with Total Expert. (3 reviews) - Users face **integration issues** with Total Expert, noting some lack robustness and struggles with rate alerts. (2 reviews) - Users find the platform has **limited customization** , making it difficult to adapt to their specific needs. (2 reviews) - Users are frustrated with **missing features** like poor email design, inadequate reporting, and limited data access. (2 reviews) - Users find the **platform limitations** frustrating, particularly regarding reporting and visibility for shared contacts. (2 reviews) - API Issues (1 reviews) - Campaign Issues (1 reviews) - Editing Issues (1 reviews) ## Total Expert Reviews ### 1. Great product and Support. **Rating:** 5.0/5.0 stars **Reviewed by:** Brennan A. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Total Expert?** It provides a solution to leverage your entire database and creates cross sell opportunities throughtout the bank. If we waited for core to develop something it would take years to do what we can with TE. **What do you dislike about Total Expert?** The major issue I have with Total Expert is that theyt have not identified a way for de dup processes to work across incoming data from multiple sources. The first name, last name and email is not enough. We are working to fix this but has not been easy. **What problems is Total Expert solving and how is that benefiting you?** Total Expert helps us solve the data collection and cross sell functionality that was lacking in our organization. It makes it easy for end users to visualize their pipeline and assign them tasks for thier contacts. TE also helps us automate touchpoints and saves our team hours. ### 2. Total Expert - Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Mac V. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 13, 2023 **What do you like best about Total Expert?** Total Expert is great at keeping my potential client engaged and interested. Some times it can be tough to keep up with everyone you've talked through during a given week, but Total Expert makes it possible. **What do you dislike about Total Expert?** To me I don't see any downsides. Total expert has significantly helped to increase my conversion and contact rate **What problems is Total Expert solving and how is that benefiting you?** It's helping me bridge the gap in my communication/marketing to potential clients, particularly the ones who I have not yet been able to get in contact with. By getting/keeping them engaged, this helps to increase both my contact rate and conversion. This results in more pre-approvals and refinance loans. ### 3. Total Expert takes CRM further **Rating:** 4.5/5.0 stars **Reviewed by:** Amber W. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2023 **What do you like best about Total Expert?** I love the built in Marketing materials and easy to use interface. Our Customer Relations rep has been amazing as well! **What do you dislike about Total Expert?** I wish there was updated training offered as new features were released. Our training at implementation was amazing! but it falls off after that :( **What problems is Total Expert solving and how is that benefiting you?** Total Expert is helping us keep in touch with past customer through automation and expand our customers product base through cross selling and reporting. ### 4. Total Expert is five-star! **Rating:** 5.0/5.0 stars **Reviewed by:** Chad P. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2023 **What do you like best about Total Expert?** What isn't helpful with Total Expert. I appreciate that I know that the things I used to pay very little attention too is now all managed/handled by TE. HAPPY! **What do you dislike about Total Expert?** The only thing I dislike is the fact that I don't have enough time in the day to fully eduacte myself on all of the features offered by Total Expert which I hope to soon **What problems is Total Expert solving and how is that benefiting you?** It keeps in touch with my clients for birthdays, credit inquires, equity increase, allows me to schedule emails & has increased my overall productivity on a daily basis. ### 5. Amazing Data Software Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Lesli B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Total Expert?** Total Expert allows us to communicate with our membership directly and strategically motivate our members towards products and services that will benefit them directly. No more generic emails to large groups. Precise communication is key. **What do you dislike about Total Expert?** We have not found anything yet that we feel is a barrier to our success. **What problems is Total Expert solving and how is that benefiting you?** As we target members with offers, TE allows us to see our results and modify our message if there is a lack of interaction. ### 6. Increases adoption of marketing materials immensely! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Total Expert?** I love how many features are built into the platform, eliminating the need for having as many technologies. From housing social media content to creating reports that help determine ROI, it's easy to have all the functionality you need as a marketing admin. **What do you dislike about Total Expert?** Total Expert is such a robust platform it can sometimes be overwhelming for salespeople to navigate, learn, and understand. However, there are helpful resources such as a chat bot, help center, and walkthrough videos which can aid that - when they use it. Additionally, customization is always key so it would be great to have more dynamic fields within the collateral they provide - this is a feature they have on many pieces but would love to see that continue to grow. **What problems is Total Expert solving and how is that benefiting you?** Total Expert is helping us increase adoption with salespeople leveraging the content we provide. It also aids us in ensuring that they keep their contact data clean and organized. Additionally, it allows us to act on their behalf when needed with their admin functionality. ### 7. Robust and integrative platform **Rating:** 5.0/5.0 stars **Reviewed by:** Emily C. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Total Expert?** I love the ease of use and how in-depth total expert is. They have made it incredibly easy to communicate with clients through journies and email marketing. I also enjoy that we are able to send out print pieces directly through the system. With their seamless integration with LQB, our users are able to have quickly updated profiles. **What do you dislike about Total Expert?** Training users can take time due to how robust the platform is and the assist team is not always helpful. **Recommendations to others considering Total Expert:** Really get to understand the platform before roll out and know how to train the sales force. **What problems is Total Expert solving and how is that benefiting you?** I am working with TE to build better user adoption and integration. ### 8. Innovative technology with exceptional support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Total Expert?** Total Expert's platform is highly innovative. The technology is seamless and easy to use. Their efforts are constantly evolving to support all business units within financial services. **What do you dislike about Total Expert?** I do not dislike anything about the platform. **What problems is Total Expert solving and how is that benefiting you?** The platform allows us to leverage marketing solutions with out the need of involving our entire marketing dept. We are able to move when the market moves and ensure our message is relevant. ### 9. An almost complete marketing tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Emma H. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Total Expert?** The most helpful aspect of Total Expert is the ability to have all your content easily accessible in one spot for our loan officers to use and access! **What do you dislike about Total Expert?** The ability to sort content and organize it is not user-friendly and can become hard to de-clutter when looking to clean up our content. **What problems is Total Expert solving and how is that benefiting you?** Total Expert gives our team an easy way to access posts, emails, and contact information for our Loan Officers. It solves the gap between finding content, and creating new content for users on their own. ### 10. VP Home Loans **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan E. | Enterprise (> 1000 emp.) **Reviewed Date:** November 06, 2023 **What do you like best about Total Expert?** Ease of use and intiative nagivation. The team is very client centric and is always available to deliver amazing customer service **What do you dislike about Total Expert?** Nothing that I can think of at this point **What problems is Total Expert solving and how is that benefiting you?** Keeping in touch with past clients and proactive marketing to Real Estate agents ### 11. Incredibly robust and game changing! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Total Expert?** I love that Total Expert meets all of our LO's CRMs needs and also seamlessly integrates with a multitude of other platforms creating ease of automation for our company. **What do you dislike about Total Expert?** It is a bit more difficult for some users to gain control of, if they don't have the time to commit to it. **Recommendations to others considering Total Expert:** Be ready toc ommit a large chunk of time each day to utilize the system nd integrate users. **What problems is Total Expert solving and how is that benefiting you?** We are working on simplifying our journies and are loving the communication level it provides us. ### 12. Accelerate Total Expert Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Total Expert?** I like the ability to upload our own assets and the ease of use. **What do you dislike about Total Expert?** I dislike that loan officers are hesitant to use it themselves and rely more on us to create the pieces for them **What problems is Total Expert solving and how is that benefiting you?** I'm learning the benefits of marketing with intent and the benefits of in depth journeys ### 13. Total expert is a great way to expand your network and show great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2023 **What do you like best about Total Expert?** I enjoy giving my clients the best customer support possible and being able to have free marketing **What do you dislike about Total Expert?** I do not know if I have any complaints about it yet. **What problems is Total Expert solving and how is that benefiting you?** being able to market myself with out having to do anything ### 14. Lots to look forward to **Rating:** 4.0/5.0 stars **Reviewed by:** Lauri S. | Corporate Marketing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2018 **What do you like best about Total Expert?** The scalability and segmentation of our marketing materials is huge for us as we continue to grow. The UI is clean and easy to use and constant enhancements gives me peace about our 3-year contract. **What do you dislike about Total Expert?** The technology is still lagging behind a few other competitors, and the turnaround on long-term integrations can be very slow. There are some great improvements on their roadmap, but they seem to be constantly pushed back from original timeframes that are communicated to customers. **What problems is Total Expert solving and how is that benefiting you?** A one-stop marketing operations platform that combines a digital and print marketing library, approval workflows and intelligent CRM. It allows us to provide our co-marketing partners with more resources and benefits than simply our great mortgage process alone. ### 15. Very thorough CWRM **Rating:** 5.0/5.0 stars **Reviewed by:** Chuck P. | Branch Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 18, 2023 **What do you like best about Total Expert?** The ability to market in several different ways via several mediums. Great marketing pieces and the ability to share these with business partners. **What do you dislike about Total Expert?** A large CRM with a lot of tools. It takes time to learn, but well worth it. **What problems is Total Expert solving and how is that benefiting you?** Effective CRM with a large database of marketing materials and several mediums to share this information with clients and business partners. ### 16. Total Expert works great for all users from beginners to advanced users **Rating:** 4.5/5.0 stars **Reviewed by:** Tony G. | Sr CRM Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** March 09, 2022 **What do you like best about Total Expert?** Total Expert empowers both users and admins to take control of their marketing and encourages them to implement more advanced strategies that are supported with training resources and live support. **What do you dislike about Total Expert?** There isn't much to dislike with Total Expert, they are constantly improving and gathering feedback on how to make the platform better for all users. If you can explain why it's an issue, Total Expert will work with you to find a solution that works. **Recommendations to others considering Total Expert:** I highly recommend Total Expert. If you are still trying to decide, I would jump into a webinar or request a demo. Total Expert is always improving and adding new features to make the platform even better. **What problems is Total Expert solving and how is that benefiting you?** One of the biggest problems we face with marketing is time. The easiest way to help our users is to automate as much as we can for them while maintaining a personal approach. ### 17. We love Total Expert! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Total Expert?** Email, single property website, and print marketing. We also love the dashboard. It helps keep the loan officers informed of what they are doing in so many ways. Focus View is a big hit as well. **What do you dislike about Total Expert?** Not being able to have our program and rates pull in automatically and getting the newsletters the same day as they need to be assigned to my loan officers. If I'm out of the office the newsletter has to wait to go out until I'm back. **What problems is Total Expert solving and how is that benefiting you?** Total Expert helps us know when somone can refi or if their ARM is about to expire. Also, pre-qual expiring. When business is slow these functions help gain business. ### 18. You Should Use Total Expert as your CRM **Rating:** 4.0/5.0 stars **Reviewed by:** James M. | Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2023 **What do you like best about Total Expert?** Ease of use, automation, thorough information and reporting. **What do you dislike about Total Expert?** No downside. You must take the time to learn all that it can do for you. **What problems is Total Expert solving and how is that benefiting you?** Automated email campaigns. Creating flyers. ### 19. Total Expert has been a great platform to use for our sales teams! **Rating:** 4.0/5.0 stars **Reviewed by:** Mackenzie H. | TPO Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Total Expert?** Social tools - connecting with integration feature is super helpful, and includes automation which the sales team uses a lot for LinkedIn for engagement purposes **What do you dislike about Total Expert?** Data (contact) workflow/less integration tool settings (Instagram). I was not apart of the implementation process, so there was a lot of errors we noticed - however, we were able to connect with TE for support on what features needed to be turned off, etc. **What problems is Total Expert solving and how is that benefiting you?** Data contact clean-up; The TE team has been extremely responsive and helpful with cleaning up several contacts for us using a bulk process. We meet weekly to engage in how the process is going and I finally feel like we're all on the same page. ### 20. I will forever be their #1 fan **Rating:** 5.0/5.0 stars **Reviewed by:** Ann D. | Customer Relationship Management Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2022 **What do you like best about Total Expert?** The ability to customize everything. We can make so much that is company-specific, which allows us to keep everything on brand. At the same time we can utilize their custom content and customize that as well. We never run out of options. **What do you dislike about Total Expert?** NOTHING! There is nothing that I dislike, maybe the cost, but when you see what Total Expert can do you understand the cost and it is completely justified! There is nothing this CRM can't do! And they are adding more every day! I actually get excited about the releases. **Recommendations to others considering Total Expert:** You won't be sorry if by going with Total Expert. This CRM blows everyone else away. There is no comparison. We had to have 2 CRMs before to do HALF of what Total Expert can do. **What problems is Total Expert solving and how is that benefiting you?** I can customize things for every LO in my company and make things single-person-specific if I want. Total Expert has also made it so much easier to stay in front of our customers and keep our finger on the pulse of what our customers want and need. Their custom reports help us see and understand each customer we contact. ### 21. Great CRM For Mortgage Professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Evan C. | CRM & Digital Marketing Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2022 **What do you like best about Total Expert?** I like the large amounts of engagement resources available to Admins and the support that we have available to us. Other CRM platforms that I've worked with are not as helpful in this aspect or charge loads extra for it. **What do you dislike about Total Expert?** System UI and UX can be a bit overwhelming for end users that aren't "techy" or experienced in using CRM's - not an issue with proper training. Personally, I'd like to see improvements in Single Property Sites. They should be dynamic enough to update on their own based on status in MLS (active, pending, sold, etc. ). The inability to make custom forms and landing pages within TE is a bit disappointing and a product gap when compared to other CRMs. This gap can be filled through integrations with other platforms, but that is not ideal. This may be possible and I don't know how but I don't believe there is any way to download a PDF "handbook" of a journey. In other CRMs, you can download an entire workflow/campaign in a visually appealing PDF handbook that helps you better visualize the campaign and what goes out and when. **Recommendations to others considering Total Expert:** Get a dedicated person or even a team at your company that manages your CRM. You will see much better utilization and ROI if you do so. **What problems is Total Expert solving and how is that benefiting you?** We are focusing on lead follow-up automation through various journeys and lead capture apps. TE has enabled to have consistent automated touch-points that keep our originators top of mind without them having to dedicate a significant amount of time to it. ### 22. Total Expert Admin/User for 1+ year **Rating:** 3.0/5.0 stars **Reviewed by:** ✏️Joe P. | Senior Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Total Expert?** It feels like Total Expert is not an out-of-the-box product, but more configurable to our needs. This can be a blessing and headache at times, but it feels like they are working to make more integrations and configurations available to the user as needed. Total Expert allows for journey builds that are useful for reaching our prospects in a very timely/circumstantial case-by-case scenario helping us reach better segmented audiences. It's nice to have a lot of support channels available. **What do you dislike about Total Expert?** The interface feels clunky or rushed to market. Things get held up/frozen/lost from time to time causing work to take longer than any other CRM I've used in any industry. Emails almost never save correctly causing us to work harder to figure out workarounds than actually working on figuring out content/strategy from within. **Recommendations to others considering Total Expert:** Have CRM experience with other companies. It will be very hard to build this from the ground up without any experience in CRM builds as you're made to do most of it yourself by way of guidance calls. **What problems is Total Expert solving and how is that benefiting you?** It's buggy from time to time. There's not always concrete answers from the support team. A lot of "we'll have to get back to you" type of answers causing a lot of frustration from our top down. We have been using Total Expert from a retail and wholesale mortgage perspective and it seems like there are a lot of things TE COULD do, but we get lost in the bugs more often than not. ### 23. Total Expert has numerous marketing tools for streamlined communications. **Rating:** 4.0/5.0 stars **Reviewed by:** Brittney R. | Digital Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Total Expert?** I like scheduling social media for MLOs in it. Also organizing their marketing materials in the platform. **What do you dislike about Total Expert?** Sometimes customization can get tricky as well as making sure groups are all correct. I'm still learning about creating journeys. They do have IM for customer service to help with that. **What problems is Total Expert solving and how is that benefiting you?** For the mortgage side, it is solving the problem of staying top of mind with current customers and potential customers as well as realtors with co-marketing partnership. ### 24. Total Expert makes marketing and contact management approachable and doable for sales teams. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2022 **What do you like best about Total Expert?** Total Expert (TE) is the optimal platform for marketing material and contact management. In an industry where every salesperson is a manager of their own business, TE delivers marketing teams of financial organizations the ability to easily manage and create marketing assets and a database management tool. The UX is overall very good and provides all the basic tools for a salesperson to manage and market to their database. Integrations such as Facebook, BombBomb, Mortgage Coach, MBS Highway, and more makes it easy to centralize all the marketing tools our teams are using. **What do you dislike about Total Expert?** TE is a great tool for beginner to moderate users. For advanced CRM users, there are some pretty big gaps in terms of contact organization, reporting, and supporting non-retail mortgage teams. The lack of a "shark tank" makes organization-level lead management difficult and account improvements (such as creating new marketing templates, lead app templates, advanced reporting) are somewhat prohibitive to create due to cost. TE checks 8/10 boxes though and is an amazing tool. **What problems is Total Expert solving and how is that benefiting you?** TE helps us to offer a robust marketing asset collection to our retail sales team and provides integrations with necessary sales platforms like our LOS and POS. ### 25. TE is a robust platform and great tool for the mortgage industry! **Rating:** 4.5/5.0 stars **Reviewed by:** Nicole A. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Total Expert?** I love the print marketing, social media sharing/scheduling, email marketing and organization features and tools. **What do you dislike about Total Expert?** I love the journey feature but find the initial setup to be a little confusing and time-consuming. **What problems is Total Expert solving and how is that benefiting you?** Keeping database up-to-date, informed and organized! ### 26. Total Expert is a great all around platform for originators. **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse L. | Pro Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Total Expert?** Contact management via groups makes it easy to deliver mass communication. The use of BombBomb aids in this. **What do you dislike about Total Expert?** Not really a dislike but i'd like to see if be more mobile responsive. **What problems is Total Expert solving and how is that benefiting you?** mass communication, lead tracking and management ### 27. Total Expert **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Total Expert?** Integration functions work well. The ability to create print and email marketing for distribution, as well as campaigns and journeys, helps to reach contacts and groups easily. Tasks and reminders help to stay on top of daily work as well. The support desk is available for any questions! **What do you dislike about Total Expert?** Does not have the ability to add a delegate without creating a team. **What problems is Total Expert solving and how is that benefiting you?** Setting up disclaimers and working on rate flyers. ### 28. Company Making Moves **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Total Expert?** They are all about their relationships with their customers. Working on enhancements to expand on functionality. They want to be the best in the industry and are always looking for feedback to do so. **What do you dislike about Total Expert?** There are so many good ideas and so many moving pieces that there can be a delay in receiving new features and enhancements. They are gowing at such a rate they need more support. **Recommendations to others considering Total Expert:** Make sure you are organized before transitioning into the platform. **What problems is Total Expert solving and how is that benefiting you?** Reaching the customer at the right time. Making sure we are being smart with our marketing and communication for the best representation of our company and solving the needs for our customers. ### 29. Flexible CRM Where it Matters **Rating:** 4.5/5.0 stars **Reviewed by:** Jacob P. | CRM Marketing Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2021 **What do you like best about Total Expert?** The flexibility in the Journey Builder is top-notch. you can build, rebuild and make changes on the fly without kicking contacts off the journey. This makes testing and perfecting(yeah, right) a journey very simple. **What do you dislike about Total Expert?** Sometimes TE doesn't always have the niche functionality I need and I have to ask them for a workaround. 9 out of 10 times there is a solution and a workaround, they just aren't always in plain sight. **Recommendations to others considering Total Expert:** If you need a mortgage or banking CRM that is set up for a sales team, Total Expert is the correct choice. They have the verbiage and lingo already built in the system and is ready to go. They have the ability to create custom features that are reasonable and can help integrate with other programs through their sleek API. **What problems is Total Expert solving and how is that benefiting you?** The ability to touch contacts of multiple users with a single journey. We can share the journey out to the whole company or a select group of loan officers based on the subject of the campaign. This allows us to organize our marketing for everyone and not just a one-size fits all. ### 30. The Best Marketing Platform for Loan Officers **Rating:** 5.0/5.0 stars **Reviewed by:** Betsy F. | CRM Specialist II, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2022 **What do you like best about Total Expert?** Total Expert is very intuitive and easy to use. The support staff is amazing, helpful, and hands-on with excellent follow-up. I have used several different marketing platforms over the last 15 years, and none measure up to Total Expert. They are the first platform I have worked with that focuses on those in the financial arena. They are constantly updating their material and capabilities, making it better and better with each release. **What do you dislike about Total Expert?** The load times can be slow, and the search bars start working before you are done, causing you to continually re-type your search criteria. There are some issues with the email templates that need to be reworked, but overall, the platform is okay. **Recommendations to others considering Total Expert:** If you are in the mortgage/loan industry, this is the platform for you. Total Expert will meet all your marketing needs. You will not be disappointed. **What problems is Total Expert solving and how is that benefiting you?** Total marketing can be done with TE. From Emails, to Print, Social Media, Texts, and Tasks. It's an all-in-one solution. The LOs I work with are impressed with how much easier it makes their jobs to have everything all in one place. ### 31. Total Expert's team is quick and efficient. The product is high quality. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Total Expert?** The platform is user-friendly and easy to navigate. The co-marketing functions are a huge benefit as many Realtors are in awe of the single property sites and listing flyers. The focussed view and the customization of the focussed view, being able to assign to specific teams, etc. is a great benefit. **What do you dislike about Total Expert?** Receiving conflicting messages from different TE team members. We would like to customize our dashboard and we were originally told it required a SOW then 6 months later we were told there were available dashboard configurations at no cost. Anything beyond the available configurations would require a SOW. In September 2021 we were told automated postcards were available, we advertised this to our LO's and had them opt-in, only to find out this function was not ready and would not be ready until June 2022. These are just two instances of many. The Optimal Blue integration pulls in incorrect rates from OB. OB points the finger at TE and TE points the finger at OB. The customer is left without a solution. It would be great if the Loan Pipeline could have a "saved" view like the contacts list. The dialer does not have a transfer function. Listing insights are inaccurate. **What problems is Total Expert solving and how is that benefiting you?** Being able to pull custom reports would be beneficial. We currently have to submit a special request that takes 5-7 business days to receive. Enhanced reporting that we can pull ourselves would be a huge advancement and we are told it may be rolled out by Jan 2023. ### 32. Great Customer Service! **Rating:** 2.5/5.0 stars **Reviewed by:** Alejandra B. | Digital Marketing Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Total Expert?** Open communication with the customer service team. They've been responsive. I'm a new user, so I don't know very well the features and benefits. I've been in touch with our Account Executive and the experience has been great. **What do you dislike about Total Expert?** They have an extensive online library for self-study training. As a new user, I would prefer a online session with somebody who can provide experiences with the tool. **Recommendations to others considering Total Expert:** I don't have anything to say yet. I'm a new user. **What problems is Total Expert solving and how is that benefiting you?** To have a better tracking of the sales team and create better marketing campaigns. ### 33. Amazing implementation and continued support **Rating:** 4.5/5.0 stars **Reviewed by:** Amber W. | Mortgage System Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2022 **What do you like best about Total Expert?** We love the automated campaigns and ability to post content directly to Social Media. **What do you dislike about Total Expert?** We would like to have more design control with Lead Capture apps. Especially to add fields we may want to pull into TE **Recommendations to others considering Total Expert:** I would recommend having a strong admin and marketing team participate in the implementation. **What problems is Total Expert solving and how is that benefiting you?** Our biggest win with Total Expert is the Complaince aspect. We have approved content and can run reports on Unsubscribed contacts and social media posts. ### 34. Total Expert is a wonderful CRM system! **Rating:** 5.0/5.0 stars **Reviewed by:** Shelby R. | Brand Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2022 **What do you like best about Total Expert?** Total Expert is a wonderful CRM system that encompasses all of the necessary tools for one to succeed with their business. It's very user-friendly and easy to navigate. The tools are so easily accessible and make it so mainstream. **What do you dislike about Total Expert?** There are a few things I would change, but very minor like the image library not being able to select multiple to remove. **What problems is Total Expert solving and how is that benefiting you?** Solving some template problems on our end to make things more efficient for our loan officers and the benefits are that each loan officer stays on top of their clients with little to no work. ### 35. ‘“GONNA LEAD THE MARKET” **Rating:** 5.0/5.0 stars **Reviewed by:** Vall P. | Head Product Developer at Otis Oat Milk , Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2022 **What do you like best about Total Expert?** It’s really easy to use tool, you can easily get in touch with your agents and It’s help me alot. I don’t use different type of tools when i have TOTAL EXPERT. It is giving me good experience. The best thing i love about is Customization. I mean in every perspective i am loving to use it. Through this tool i can get in touch with my clients in seconds. **What do you dislike about Total Expert?** Although i am satisfy by it, but still i have little complaints as user, if having an issue then support system does lack sometimws which make me frustrated, i am sure Total EXPERT would be looking into it but still they have to solve it as soon as possible. **What problems is Total Expert solving and how is that benefiting you?** It’s totally amazing and i own it, mark my words It’s gonna lead the market in their own category. I will also say, it’s a huge system it takes your bit more time and brain to understand, but once you’ll understand it will not gonna disappoint you. ### 36. Does the job but not as great and efficient as it was sold **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Total Expert?** Everything is within one system and their team has great ideas. **What do you dislike about Total Expert?** Their flyer portal ("manage marketing tab) is archaic and cumbersome. Like I said, they have great ideas and sold us on those but it gets frustrating that those ideas take a really long time to be put into action. **What problems is Total Expert solving and how is that benefiting you?** Working as a platform for our Loan Officers to keep client records which enables digital marketing, survey requests, and provides a portal for us to keep flyers for branding/cobranding. ### 37. Journey of Shared Success **Rating:** 4.5/5.0 stars **Reviewed by:** Christine O. | Assistant Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2022 **What do you like best about Total Expert?** Their commitment to our success. We hold shared values as an organization. The importance of relationship building and ongoing support. **What do you dislike about Total Expert?** Have no experienced downfalls. Even if there may be something that could use enhancing, Total Expert is committed to development and listening to their customers. **Recommendations to others considering Total Expert:** Set yourself up for success hav e a strong internal team and strategy of what your expectations are. **What problems is Total Expert solving and how is that benefiting you?** Being more intentional and consistent with customer communications and interactions. With such a heavy digital focus, still giving the best possible personal experience. ### 38. Total Expert Works For Me **Rating:** 5.0/5.0 stars **Reviewed by:** Randy D. | Director of Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Total Expert?** One of the reasons I like Total Expert is you can dive in and keep things simple or get really complex depending on your needs. **What do you dislike about Total Expert?** Because of its complexity, you sometime don't know where to start or where to find a resource that explains your question. **What problems is Total Expert solving and how is that benefiting you?** We are using TE to automate communications at key milestones with our customers. TE has allowed us to address our problems and helped us when we have a roadblock. ### 39. Perfect platforms are unicorns! **Rating:** 5.0/5.0 stars **Reviewed by:** Dawn D. | Sports Anchor, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2022 **What do you like best about Total Expert?** The very best parts of Total Expert involve the customer experience. It's a flexible design that is consistent and easier to navigate. I appreciate that they are constantly innovating. **What do you dislike about Total Expert?** Some of their roll outs are a bit slower than I would like. **Recommendations to others considering Total Expert:** Be very clear about your goals and be open to ideas. **What problems is Total Expert solving and how is that benefiting you?** End to end customer experiences are what we are trying to solve for the next 36 months. Gathering clean first party data and using that data to elevate true brand experiences is one goal. Building brand trust through valued and relevant communication is another. ### 40. Robust CRM that works great in the mortgage/realty space **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Total Expert?** This solution has very attractive web and print content. It also is a great place to store contact data for both customers and business partners. Finally, the ability to create collateral and co-market it with a realtor in only a few clicks is great! **What do you dislike about Total Expert?** There are a ton of options on this platform and it was not always clear where to go to find things. Luckily, we had WalkMe on this for our company and leveraged this to learn how to get around. **Recommendations to others considering Total Expert:** Use this for both a CRM and a Marketing platform. This will help reduce the integration need between a CRM (like Salesforce) and Total Expert, which can be a bit difficult to integrate. **What problems is Total Expert solving and how is that benefiting you?** Sending EDDM postcards, marketing email journeys, setting up property listing sites that are co-branded with a realtor, and sending mailers to current and past customers. ### 41. Not Salesforce but it will do **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 24, 2022 **What do you like best about Total Expert?** Specific to the mortgage vertical so the company focuses on mortgage originators which is very helpful. **What do you dislike about Total Expert?** Requests for Total Expert to turn around are very slowly honored if at all. **What problems is Total Expert solving and how is that benefiting you?** Creates a centralized system to have all your contacts in place that you want to market to and find lead opportunities for. ### 42. Full circle marketing at best! **Rating:** 4.0/5.0 stars **Reviewed by:** Tara S. | Mortgage Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2022 **What do you like best about Total Expert?** The ease of this robust system and continued efforts to improve. **What do you dislike about Total Expert?** The implementation and engagement from users other than marketing is somewhat challenging for late adopters. **What problems is Total Expert solving and how is that benefiting you?** Deploying personalized marketing with a few touches of a button. This system has saved us countless design hours. ### 43. Total Expert is powerful, even if at times it can be challenging **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Total Expert?** The email builder is so close to being a great tool but the bugs need to be fixed, LOVE Single Property Sites **What do you dislike about Total Expert?** Lots of buggy issues, primarily with the email builder. **What problems is Total Expert solving and how is that benefiting you?** Asset sharing, CRM maintenance. a fairly user friendly environment for Loan Officers! ### 44. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Karissa B. | Digital Product Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 17, 2021 **What do you like best about Total Expert?** For me the best thing is the customer support and the innovation they provide. Total Expert is truly there to help us grow our company and provide value to our loan officers. **What do you dislike about Total Expert?** Nothing! They go above and beyond to address our needs. Whenever we feel that there is a gap, their team works extremely hard to ensure that they resolve the issue and continue to provide value **What problems is Total Expert solving and how is that benefiting you?** We have been able to solve many problems by using Total Expert. The big one is being able to keep all of our data in a single location, allowing us to run thoughtful and intelligent campaigns using our data. It's also helped our loan officers stay organized and in front of their customers. ### 45. very good system **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Total Expert?** very easy system to navigate and get familiar with **What do you dislike about Total Expert?** sometimes when there are updates done to the system there are kinks to be worked out **What problems is Total Expert solving and how is that benefiting you?** allows me to stay in front of my customers and manage my database information ### 46. Streamlined, Easy to Use Finance CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Dylan B. | Digital Marketing Content Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Total Expert?** The platformis incredibly easy to use and they're always rolling out new features. Our team really likes the automated communications that trigger based on other platforms. They have a solid list of third party integrations that make this really easy to setup. **What do you dislike about Total Expert?** Some of the standard content for email, sms, flyers, etc... are a little bland. I would like to see better content in this regard. **What problems is Total Expert solving and how is that benefiting you?** We used Total Expert to replace a few different softwares. It is much easier to track now since it's housed in a single location. ### 47. CRM & MOS in one **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Total Expert?** I like that our team doesn't need multiple logins for different solutions, they have tools they need for themselves and comatketing partners in one dashboard. **What do you dislike about Total Expert?** I think the print marketing tab is lacking, the design isn't great and not enough new content gets added. **Recommendations to others considering Total Expert:** Plan to have a dedicated "expert" on Total Expert on the team. **What problems is Total Expert solving and how is that benefiting you?** We were solving for having a uniform CRM and MOS. We've realized it's a potential recruiting tool, too. ### 48. Working together to make it work **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley F. | Mortgage Systems Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2022 **What do you like best about Total Expert?** I really love the tools that TE provides our credit union. And they are always very receptive to suggests and helpful when looking for workarounds to other issues. **What do you dislike about Total Expert?** There are some features that I was used to in a different CRM that are missing from TE, but it is not a deal breaker. **What problems is Total Expert solving and how is that benefiting you?** This is helping our originators keep in touch with members throughout the mortgage process without them really having to think about it. It is a nice personal touch for us. ### 49. Total Expert does great automation that focuses on the customer. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Total Expert?** I like that TE has a lot of opportunities for automation by offering the journeys and the focused views. **What do you dislike about Total Expert?** The technology performance dwindles a bit and is not always reliable. **Recommendations to others considering Total Expert:** It's got great potential in automation and basic CRM functionality, as well as rich marketing. **What problems is Total Expert solving and how is that benefiting you?** We are opening the door for more business growth and allowing LO's to operate more efficiently through automated communications and organized strategy. ### 50. System Administrator **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Total Expert?** Versatility of options and ability to customize. Overall support and our relationship with the customer success manager are excellent. We haven't found any other solution as complete. **What do you dislike about Total Expert?** The user interface can sometimes be less than intuitive. The lack of access users have to make changes to their own marketing profile is a pain point. It would be nice if the catalog of emails available had a thumbnail image of what it actually looks like. **What problems is Total Expert solving and how is that benefiting you?** The software allows our loan officers to market themselves and our services during slower times. We are hoping that once we achieve full utilization we will see increase of business and productivity with our loan teams. ## Total Expert Discussions - [Is total expert free?](https://www.g2.com/discussions/is-total-expert-free) - 1 comment - [View Total Expert pricing details and edition comparison](https://www.g2.com/products/total-expert/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-06-23+18%3A53%3A52+-0500&secure%5Bsession_id%5D=3071e617-3d45-45b2-a026-cf2501401978&secure%5Btoken%5D=0c32076485a1733d88ac38b804c5f737a9144c2f8268110ddbce16de6647c96f&format=llm_user) ## Total Expert Integrations - [Blend](https://www.g2.com/products/blend-2023-08-29/reviews) - [BombBomb](https://www.g2.com/products/bombbomb/reviews) - [Encompass](https://www.g2.com/products/encompass/reviews) - [Encompass360](https://www.g2.com/products/ellie-mae-encompass360/reviews) - [Experience.com](https://www.g2.com/products/experience-com/reviews) - [MeridianLink Mortgage](https://www.g2.com/products/meridianlink-mortgage/reviews) - [Polly](https://www.g2.com/products/polly/reviews) - [Polly.io](https://www.g2.com/products/polly-io/reviews) ## Total Expert Features **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization **Loan Services** - LOS Integration - Mortage CRM - Alerts - Mortgage CRM - Lender Relationship - Mortgage CRM - Compliance - Mortgage CRM **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Client Management** - Contact Management - Mortgage CRM - Real Estate CRM - Mortgage CRM - Email Marketing Automation - Mortgage CRM **Content** - Automation **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Agentic AI - Mortgage CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Customer Support Portal - Knowledge Base - Support Analytics **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Financial Services CRM** - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications ## Top Total Expert Alternatives - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - 4.4/5.0 (14,159 reviews) - [HighLevel](https://www.g2.com/products/highlevel/reviews) - 4.6/5.0 (627 reviews)