Total Expert Reviews & Product Details

Total Expert Overview

What is Total Expert?

Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. For more information, visit totalexpert.com.

Total Expert Details
Product Description

Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.


Seller Details
Seller
Total Expert
Company Website
Year Founded
2012
HQ Location
St. Louis Park, MN
Twitter
@TotalExpertInc
1,315 Twitter followers
LinkedIn® Page
www.linkedin.com
250 employees on LinkedIn®
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Total Expert Reviews

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Corporate Marketing Director
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
UF
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Total Expert is an innovative marketing platform born to help drive the growth of financial services. One aspect that distinguishes Total Expert is that it is a perfect tool to help companies humanize customer relationships. With this platform, it is very easy to implement marketing strategies according to the needs required to ensure the success of users. The platform provides a large amount of resources that are perfect for managing the brand at an enterprise level, obtaining greater supervision, ensuring compliance with audits, which provides a clear vision for better decision making.

The service stands out for being web-based, it has very useful functions that allow from managing calendars, contacts, listings, websites, commissions, advertising emails among others. Its usability is very simple, since the interface has a very simple structure that allows users to work at all times with great agility to achieve their goals. Review collected by and hosted on G2.com.

What do you dislike?

Your ability to make customization's can become quite limiting, as the software has very few customization options. This is really an aspect that I would like developers to take into account when executing improvements to Total Expert. One disadvantage of this service is that it is currently very difficult to obtain support support, as it is a rather slow running computer. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Total Expert is a very optimal marketing tool to implement in any company or finance business, the service provides very good resources to boost the growth of your company, improve customer relationships and increase income, I recommend the service because it is very easy to implement, use and its operation is highly stable. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

In our financial company, Total Expert is a tool that has allowed us to greatly boost our marketing, enabling us to build customer relationships, increase revenue streams and drive growth for our brands. The service has really been very timely for our marketing team, as it has allowed us to tackle great challenges, we have been able to obtain practically instantaneous improvements and we can say that the service is very profitable for our business. Review collected by and hosted on G2.com.

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UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Total Expert is a modern enterprise level marketing software that offers very important and really effective functions such as calendar management, commission management, website management and advertising mail, offers a very complete free version that allows the user to have a first experience with the operation of the application, includes excellent technical support during business hours, offers other alternative products such as RIO Genesis Office and Back Office GURU finally has a large storage space to handle really large databases Review collected by and hosted on G2.com.

What do you dislike?

Total Expert is a complex software and the learning curve is extremely high, the mobile applications still require a little more work to be really useful, cost of the plans offered by Total Expert are very expensive what can be a barrier for smaller organizations to decide to buy this software finally is not a useful tool to manage documents and manage leadership Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This software is a perfect solution for real estate, banking and credit organizations because it offers very powerful tools to manage all the financial part and at the same time manage all your marketing campaigns of your organization in one place this is one of the main reasons why I would recommend this program, I do not recommend this application for small businesses because it is a very expensive software Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Total Expert has provided us with many facilities and has allowed us to solve many problems such as commission management, calendars and advertising mailings, it has been of great help to create really innovative and effective marketing content through our customer database, it has also given us the opportunity to manage potential customers and increase our sales opportunities, we have acquired a lot of knowledge thanks to Total Expert and we have further improved all our services by meeting all the needs of our customers Review collected by and hosted on G2.com.

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UF
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

In our organization, it is the first marketing platform that has given us real tools that improve customer participation by making it a business level one. It is the most efficient way to drive the growth of the company and our revenues, and it is also the perfect opportunity with which we can create potential customers for life considering that attracting and pleasing customers is a vital part of the growth of our financial services. With this platform we can implement a powerful modern and effective marketing strategy with the capacity of a modern and agile technology, and perfectly designed for us to navigate through the lines of business or with our marketing partners together Review collected by and hosted on G2.com.

What do you dislike?

A negative aspect is the manual management of contacts, which must be entered into the platform one by one and eliminate if there are duplicates, which could be much easier and therefore would be more motivating, even we ignore this feature and continue to use it without any inconvenience to satisfy us of its powerful tools that provide a better business flow Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is a powerful platform that gives results all in one, that is, you can use functions of marketing, sales, CRM, co-marketing and all with great possibility of automation, making its operation a very comfortable experience. It is the perfect solution for any company with which to cultivate prospects, staying with them by giving them a pleasant experience, through a series of automations throughout the process, and everything is possible from the moment the interaction begins. It is very easy to move within the market and innovate to obtain a better reputation, anticipating the growing expectations of the consumers with customized routes that continuously climb Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

All teams are now focused on how to be more efficient in managing the system at the enterprise level, feeding into this software for greater monitoring and compliance ready for real-time audits, allowing us to propose quick and reliable decisions. We break down the data silos to provide a clear view of all customers so we can put them at the center of our entire workflow. We scale up our business marketing and optimize our client's participation to improve the organization's main financial sources Review collected by and hosted on G2.com.

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Junior Consumer Marketing Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Total Expert is a specific application and it provides a policy few different mixtures geared towards the actual property. The policy involves a way to design websites, lead buyer through a CRM, a compliance policy, and a marketing management system. The policy allows buyer-facing teams sales, marketing, and compliance to work cooperatively seamlessly to hand over marketing offensive and engagement that is material to each special buyer based on their step in life. Unlike established CRM systems and marketing instruments that were constructed to serve different industries, Total Expert focuses on the special needs of financial services organizations that must combine industry-specific data and applications to covey a cohesive buyer experience covering the whole buyer lifecycle. Review collected by and hosted on G2.com.

What do you dislike?

Total Expert software appears to lack some ability that would appear to be qualified in this type of CRM and its technology is unmoving fall behind some other challenger, and the turnaround on long-term combination can be very slow. I feel that there is a limited choice of post-secure gifts available, but the company has a road map and scheme to address this matter. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have had a superb experience with Total Expert and view them as a colleague in the success of our company. They are always looking for a method to stay forwards of the struggling with their technology and features to give our crew the advantage in the markets we provide. Review collected by and hosted on G2.com.

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Senior Marketing Executive
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

There is no need to worry about product’s tracking and tagging in the market when Total Expert is there to hold these things. It’s not a fantastic software to mark the product price by comparing it with other brands but also provide a good client pivot to develop a business. All newbies can use this application without any hassle as this is the best application to store and save the data. Data is also protected with a codification and that should hold hidden. Review collected by and hosted on G2.com.

What do you dislike?

An amazing application in its domain for all types of commercial enterprises. Naught is as comfortable starting as this big storage box, but there might be more or less difficulty in sharing data initially, there must be some fast keys to cause an access so transfer rate would be more honest than in front. Again up gradation is a good way to promote this application for companies. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

What should I say about this beneficial application as this is the best software to provide a platform to clients for selecting their desired product by comparing and seeing reviews from other masses. Our study is just to establish it in the system and allocates the details, remaining work will be performed by this non-stop software. No any application is compatible with this in working. It provides a good way to communicate with people all over the world and the whole information is just a click away. Review collected by and hosted on G2.com.

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Data Analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Total Expert a fantastic application to build plans and then tracking that plans like a professional. It helps in promoting any product and provides the best comeback of that product. Clients feel easy to approach the marketplace and find flexible rates to the clauses. This software provides good price details by comparing it in the market. All business circles run with full strategic support. Client’s communication and project management are the primary purpose of this diligence. No one can deny its powerful effect on the economic system. A potent beginning of managing business details and implementing ideas to present more serious options. Review collected by and hosted on G2.com.

What do you dislike?

The working of this software depends on its complete installing. Make indisputable to a fast internet connection that will be helpful in its memory and further processing. A highly compatible software with good master skills, but there might be some issues with its speed. If storage is large then one has to wait for some time to get the desired file. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Total Expert is the all-time favorite application to take online work and it offers the total support of our business set-up by making modified email and beautiful messages with attractive artwork for clients. Guests experience an approach to the website and can find easily what they desire. They are free to leave feedback and it aids us to improve our output. Business thoughts are different and unique based on marketplace movements. Review collected by and hosted on G2.com.

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Business Development Executive
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Total Expert is a good tool to take care of business plans and product reviews whenever a product comes into the market. There are tools to customize emails and messages as well. It's over-views the production detail and provides the new ideas when and where to allocate a product in the marketplace. It aids in documentation and prepare the plan for assistance. Review collected by and hosted on G2.com.

What do you dislike?

This software is not less than any other application in function. There is a full range of features that supports a customer to a greater extent, but this application doesn’t take initiative to start anything itself. There is a lack of compatibility when the internet is slow. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

A good support system for my company as it has all the features to communicate with people. My clients can have easy access to the products and can see the rating that helps them to choose the best one for them. In that location are certain striking characteristics to customize email and use beautiful graphics for line cards. My full-time helper and manager is Total Expert. Review collected by and hosted on G2.com.

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AF
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Multiple marketing mediums are integrated into one platform - ranging from Email, Print, Direct Mail, Social, SMS, Websites, etc. Review collected by and hosted on G2.com.

What do you dislike?

Usability for end users needs improvement. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Solved an inability to market companywide and ensure all contacts were housed in one systems. Have also empowered our users to achieve a greater ROI in quickly marketing to the appropriate party in their database. Review collected by and hosted on G2.com.

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UR
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I really like that the website is very mobile comparable. I use my phone ALL the time so being able to fully use it on the go is a plus. I also really like the open rate for emails, this way I don't send constant emails that won't be open. Review collected by and hosted on G2.com.

What do you dislike?

I don't like that some of the marketing options have to be approved before being able to actually print or use them. I'm not sure if that is a software thing or user thing. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I have been able to keep a better pipeline with my clients. I've been solving lots of marketing issues like content. Review collected by and hosted on G2.com.

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AF
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

While the technology and UX of the CRM system come second to none, the best part of working with Total Expert is their service. Training, communication and tutorials are extensive and always readily available, keeping our admin and coordinator teams out of the weeds and day-to-day inquiries. Due to their strong financial backing and promising future, developmental updates and improvements are made regularly, keeping their customers' needs at the forefront of process and technology improvements. With competitive tools to help grow and scale business for our sales field, this system has become a morale booster and game changer for our business. Review collected by and hosted on G2.com.

What do you dislike?

Being a new system, certain features have yet to reach full maturity; however, constant improvements and updates are being made regularly. The system and team behind it are working hard to make sure customers are happy and though there are certain features that are still pending release, I'm confident Total Expert will get there. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you document each conversation and keep them filed in an organized fashion. With lots of communication and months of implementation, you will need a strong, dedicated number of admins assisting with the rollout. Ongoing training schedules for your sales field will be critical to your organization's success with adopting this tool. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Scalability, adoption of new digital tools and deepening ties with our referral partners thanks to the features our field is able to offer them. Review collected by and hosted on G2.com.

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AR
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The user interface is very easy to navigate and simple to use which is key for LOs. The Customer support that we receive is second to none. Our Customer Success Managers have always gotten us quick responses and consistently see things through to conclusion. Review collected by and hosted on G2.com.

What do you dislike?

Keeping up with all of the enhancements can be challenging at times, yet they are creating integration after integration which ultimately benefits the client. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It has been great with the ability to phase into LO accounts and troubleshoot problems for them is a huge advantage. Being able to see exactly what they see allows the admin level to support them in a more efficient way. Review collected by and hosted on G2.com.

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Director, Marketing Operations
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The entire platform is very intuitive for the end user and the team at Total Expert is extremely helpful, knowledgable, and flexible to work with. Review collected by and hosted on G2.com.

What do you dislike?

If I had to choose something, the CRM features could be more robust. Sometimes it's hard to get that portion of the product to do exactly what you want. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Total Expert is our complete solution for marketing assets, including flyers, postcards, emails, business cards, and more. Review collected by and hosted on G2.com.

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Realtor
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

My favorite part of it is how we split it with a lender. We learn that by using a lender we can have access to all of the marketing materials for free. Review collected by and hosted on G2.com.

What do you dislike?

So far there's nothing I just like. I actually only started using it at the beginning of 2019 Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Sending out branded postcards to open houses and splitting the cost with a lender Review collected by and hosted on G2.com.

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Cashier Customer Service
Food Production
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like the fact that Total Expert is very user friendly and I can pull it up on my laptop or phone whatever is easiest. Review collected by and hosted on G2.com.

What do you dislike?

It doesn't have as many tools and settings as I'd like. So although I enjoy using it I am in search of a new program Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It helps me stay organized and on top of my game, which is usually my main issue, because I usually get behind in my tasks. I've realized that my business would not be near as successful as it is today without the use of Total Expert. Review collected by and hosted on G2.com.

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AF
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Total Expert has an extremely user-friendly interface, the best I have seen out there! Very easy to navigate and create marketing collateral. The TE team is always willing to take suggestions on improvements and does their best to implement them. Review collected by and hosted on G2.com.

What do you dislike?

The social media tool could use some improvements, however it is headed in the right direction! Better reporting on the email library and social library from an admin level is needed. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Having an extensive marketing library that is easy to use helps us in the Marketing Department not have to create thousands of custom pieces. Review collected by and hosted on G2.com.

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UB
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Total expert does a fantastic job of keeping my mind away from all the small parts of my business by allowing me to focus on all om my major goals Review collected by and hosted on G2.com.

What do you dislike?

There are alot of moving parts to Total expert Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Customer relationship management. Review collected by and hosted on G2.com.

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UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I like the options that total expert offers, from crm to print media, it has a lot to offer. Review collected by and hosted on G2.com.

What do you dislike?

There's nothing about it I dislike yet, I'm still learning a lot about it so there is still time Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

CRM for Real Estate Review collected by and hosted on G2.com.

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AR
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Saves our team a lot of time, allows employees to customize materials independently and properly, without sacrificing a sophisticated level of design. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes the system can be inflexible with small details or capabilities. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Allowing thousands of employees to customize materials, while remaining compliant, correct, and well designed. Review collected by and hosted on G2.com.

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AF
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

MLS integration as well as digital lead capture and Marketing templates Review collected by and hosted on G2.com.

What do you dislike?

CRM and reporting are in the works for more details Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Great product. Do it; you'll love it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

24/7 use mobile as well as excellent thought drive into next developments and future enhancements Review collected by and hosted on G2.com.

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UP
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The ease of use is the best! I appreciate how well this software functions! Review collected by and hosted on G2.com.

What do you dislike?

I have never had any issue with this software! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

This software is a great financial ervicer! Review collected by and hosted on G2.com.

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UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

DRIP Campaign being available for use. Mostly for mortgage but quite usable for real estate Review collected by and hosted on G2.com.

What do you dislike?

Not user friendly for real estate agents. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This is a free CRM if you work with the right loan company. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Drip campaign to stay in touch with clients Review collected by and hosted on G2.com.

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