Generated from real user reviews
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Ron R.
5.0/5
"User-Friendly Marketing Suite with Room for More Landing Page Options"
What do you like about Total Expert?
I like how Total Expert makes it pretty easy to maneuver through the different options. The initial setup was very easy. The marketing tools, such as
Verified User
Mid-Market (51-1000 emp.)
4.5/5
"Total Expert Transforms Marketing with Seamless Integration and Personalization"
What do you like about Total Expert?
I like how easily Total Expert centralizes customer information and it is a single platform where we integrate all date from marketing and sales. The
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
4.5/5
"Powerful CRM Integration and Stellar Support for Financial Services"
What do you like about Total Expert?
TotalExpert is a purposeful approach that helps in matters financial services, ensuring that high compliance, financial security and customer journey
Kaitlin J.
4.5/5
"Total Expert: Passionate Team, Powerful CRM"
What do you like about Total Expert?
I am truly impressed with Total Expert as it serves as an incredible hub, not only functioning effectively as a CRM for our mortgage company but also
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Verified User
Small-Business (50 or fewer emp.)
4.5/5
"Powerful CRM Integration and Stellar Support for Financial Services"
What do you like about Total Expert?
TotalExpert is a purposeful approach that helps in matters financial services, ensuring that high compliance, financial security and customer journey
Sharmin H.
Mid-Market (51-1000 emp.)
5.0/5
"A growing journey to becoming an expert in Total Expert"
What do you like about Total Expert?
I love how we have every option to maintain relationships with our client base, customers, and track performance from our LO’s themselves in their jou
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Verified User
Small-Business (50 or fewer emp.)
4.5/5
"Powerful CRM Integration and Stellar Support for Financial Services"
What do you like about Total Expert?
TotalExpert is a purposeful approach that helps in matters financial services, ensuring that high compliance, financial security and customer journey
Verified User
Mid-Market (51-1000 emp.)
4.5/5
"Total Expert Transforms Marketing with Seamless Integration and Personalization"
What do you like about Total Expert?
I like how easily Total Expert centralizes customer information and it is a single platform where we integrate all date from marketing and sales. The
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
4.5/5
"Powerful CRM Integration and Stellar Support for Financial Services"
What do you like about Total Expert?
TotalExpert is a purposeful approach that helps in matters financial services, ensuring that high compliance, financial security and customer journey
Kaitlin J.
4.5/5
"Total Expert: Passionate Team, Powerful CRM"
What do you like about Total Expert?
I am truly impressed with Total Expert as it serves as an incredible hub, not only functioning effectively as a CRM for our mortgage company but also
See Related User Reviews
Chris M.
Mid-Market (51-1000 emp.)
4.0/5
"Automated Emails and Versatile Content Options Make It a Standout"
What do you dislike about Total Expert?
Maybe too many options! That could be s good thing for dome. Navigating the options is sometimes difficult for me.
Verified User
Enterprise (> 1000 emp.)
3.5/5
"Great Marketing Resources, But Takes Time to Learn"
What do you dislike about Total Expert?
Not very intuitive. It has taken a while to learn the process to publish marketing materials.
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Chris M.
Mid-Market (51-1000 emp.)
4.0/5
"Automated Emails and Versatile Content Options Make It a Standout"
What do you dislike about Total Expert?
Maybe too many options! That could be s good thing for dome. Navigating the options is sometimes difficult for me.
Verified User
Enterprise (> 1000 emp.)
3.5/5
"Great Marketing Resources, But Takes Time to Learn"
What do you dislike about Total Expert?
Not very intuitive. It has taken a while to learn the process to publish marketing materials.
See Related User Reviews
Verified User
Mid-Market (51-1000 emp.)
4.0/5
"Unmatched Journey Building with Limitless Possibilities"
What do you dislike about Total Expert?
At times, support is more limited than ideal but far better than other platforms.
Denise B.
Mid-Market (51-1000 emp.)
5.0/5
"Customer loans"
What do you dislike about Total Expert?
Customer Support wasn't always there to help!
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Alex J.
Mid-Market (51-1000 emp.)
3.5/5
"Solid CRM product"
What do you dislike about Total Expert?
Some aspects of the platform aren't the most user friendly. And it isn't super customizable - it would be great if we could change the Daily Digest em
Chip L.
Mid-Market (51-1000 emp.)
4.0/5
"Great out-of-the-box CRM for mortgage companies"
What do you dislike about Total Expert?
The email editor is not robust and is inferior to modern email campaign providers, like MailChimp and Constant Contact. There are some limitations whe
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Emily C.
Mid-Market (51-1000 emp.)
5.0/5
"Outstanding Service and Continuous Improvement"
What do you dislike about Total Expert?
We don’t love the email signature block design features, loan information is not readily available on the contact label, no date specific email sends
Verified User
Mid-Market (51-1000 emp.)
4.5/5
"Great Platform"
What do you dislike about Total Expert?
email/sms opt in/out cant add back accidental opt outs. sms opt in difficulty.
I love the set it and forget it option. great for tracking leads and post closing follow ups. Review collected by and hosted on G2.com.
when I want to dial in to a certain type of group, it can be cumbersome to pull the data I'm looking for Review collected by and hosted on G2.com.
It is not super intuitive and there are a lot of extra steps but I think the amount of options. Review collected by and hosted on G2.com.
Not super user friendly. It takes time and expertise to "fix" flyers. Review collected by and hosted on G2.com.
Easy to navigate the dashboard for access to info. Review collected by and hosted on G2.com.
Some of the automated emails are not helpful, which requires added filtering and time. Review collected by and hosted on G2.com.
Keeps me top of mind to Clients and Realtors. Review collected by and hosted on G2.com.
Any contact that does not look like I typed it. Review collected by and hosted on G2.com.
I appreciate the regular alerts from Total Expert, especially the listing alerts. They keep me from having to search through 1,500 past mortgages that I have done, which makes managing my database and keeping track of clients' interest rates more efficient. I also appreciate having easy access to all of my past loans, and the seamless integration with our LOS and my MRC lead generating system enhances my workflow. Setting up Total Expert was pretty easy as I'm very familiar with working with CRM systems. Review collected by and hosted on G2.com.
Sometimes it can be slow Review collected by and hosted on G2.com.
I appreciate Total Expert for being a very user-friendly platform that offers a seamless experience from beginning to end, which benefits both marketers and loan officers. I can dive in as little or as much as I want, making it incredibly versatile. The platform enables my team to log in easily and obtain the materials they need to be successful. The ability to automate emails and messaging significantly enhances engagement with consumers, ensuring interactions occur at the right moment without requiring extensive manual input from loan officers. This automation helps streamline our processes and allows us to engage borrowers effectively throughout their journey. I also find the initial setup of Total Expert to be very easy. The invitation manager effectively organizes and executes the necessary steps to ensure a smooth launch for the team. With live onboarding, the entire process is seamless from start to finish, making it a great implementation overall. Review collected by and hosted on G2.com.
Because Total Expert takes such a forward approach to listen to their consumers there is nothing at this moment that I dislike about the system. Review collected by and hosted on G2.com.
I love how we have every option to maintain relationships with our client base, customers, and track performance from our LO’s themselves in their journey to closing loans. As someone who is very new to the mortgage/finance industry, I am so impressed that something like TE exists because it really is a treasure chest full of everything you want and need. Review collected by and hosted on G2.com.
As someone who is new to Total Expert and having worked alongside some “experts”, I’ve heard concerns about tackling some training issues that they’re not aware of until an LO says, “how do I do this?” And the experts themselves don’t know what to do. I think it would be great if TE had some training modules! Review collected by and hosted on G2.com.
Relatively easy to use with wonderful reporting capabilities. Review collected by and hosted on G2.com.
Although it is a very unique product for this market, the cost seems a bit inflated. Review collected by and hosted on G2.com.
I like all of my files in one spot for easy access to contact information. Review collected by and hosted on G2.com.
Perhaps it could be a little more interactive. Review collected by and hosted on G2.com.
Being able to send to a large database all at once. Review collected by and hosted on G2.com.
Database management is not user friendly. Very hard to keep lists scrubbed and refine the lists to certain target markets. Not very flexible. Site crashes at times, help desk chat only. Review collected by and hosted on G2.com.