Total Expert Reviews & Product Details

I like having one central place for customer and loan data, and a useful API that covers the contacts, loans, and activities we need to sync. The REST API makes syncing straightforward, and webhooks let us react to events in near real time. The journey builder and prebuilt LOS integrations let non-developers set up automated campaigns without new code from us. When a loan status changes, the API can trigger the right customer journey, so loan officers don’t have to update records by hand. Webhooks also send engagement events back to our services for reporting and internal alerts. This setup cuts down on manual development requests and custom integration and maintenance work, while helping keep customer outreach consistent and compliant. The LOS integration works well, and the core setup went smoothly with help from the onboarding team. I also appreciate that Total Expert is a strong, industry-focused platform. Review collected by and hosted on G2.com.

I wish the API documentation had more request and response examples and clearer error messages to make debugging faster. Rate limits and bulk endpoints could be better for large data syncs, and a fuller sandbox would help with testing. Some admin settings are hard to find in the UI. An official SDK, an OpenAPI spec, a public API changelog, and better logs for failed syncs and webhook deliveries—with retry visibility in the admin panel—would make integrations easier to build and maintain and save debugging time. Our custom API integrations took a few weeks, mostly because data mapping and testing were harder with limited documentation and sandbox access. Review collected by and hosted on G2.com.

I like that Total Expert helps me stay accountable with reminders and automatically sends emails to my realtor partners and clients. I can see ideas to share with my realtor partners, keep birthdays in the system and send birthday announcements, and set posts to go out to clients. I also like creating flyers and co-branding them with my realtor partners. I can add their photo and marketing information, include my information and a QR code, and make marketing pieces that help us look unified as a team. Review collected by and hosted on G2.com.

I sometimes find it hard to navigate Total Expert and find things, and some of the marketing isn’t quite updated. The reminders don’t give me a clear picture of what I’m following up with people for; they just say there’s a new lead to follow up with them. Review collected by and hosted on G2.com.

I like the options to have multiple resources at my fingertips for the loan officers I work with. I'm able to easily switch between loan officer profiles and utilize the resources provided for social media and print marketing. Overall the interface is user friendly and in the past when I've chatted with representatives they've been knowledgeable and kind. Review collected by and hosted on G2.com.

I am not the biggest fan about AI, I don't feel like it's as user friendly. Sometimes when ordering it feels like there are too many steps with not enough signals on what to do next. (i.e. having to click on the 3 dots to select payment type after approving the order amount) Review collected by and hosted on G2.com.

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

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

The ease of pulling the flyer's and the automated emails. Review collected by and hosted on G2.com.

I wish there was a way for it to "catch" duplicate borrowers so it doesn't send emails about finishing applications, etc. Review collected by and hosted on G2.com.

the ease and set up is user friendly. many options as well which can cover what most are looking for Review collected by and hosted on G2.com.

not a hit on TE but our company limits some of the options that i know are available. Review collected by and hosted on G2.com.

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

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

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

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

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

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

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

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

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

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

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

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

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

I use Total Expert to create compliant flyers and marketing materials for my agents, including payment scenario flyers that buyers appreciate. I like the appealing layouts and graphics. The pricing flyers organize data and information in a way that’s easy to read, and the photos and colors grab buyers’ attention when they walk in the door. I also found the initial setup easy. Review collected by and hosted on G2.com.

I find the search feature for flyers and printed materials challenging. Keyword searches don’t always pull up what I’m looking for when I don’t use the right keyword. Review collected by and hosted on G2.com.