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.
Customer support. Out previous CRM was unresponsive Review collected by and hosted on G2.com.
Teaching LOs who are hard headed about learning new tools Review collected by and hosted on G2.com.
I love that Total Expert have so many integrations and is our sales teams go-to for all things marketing! Review collected by and hosted on G2.com.
I don't like how we have to use journeys to set up groups and pipeline views that we are trying to achieve. Review collected by and hosted on G2.com.
Variety of marketing materials built out by our marketing team. Review collected by and hosted on G2.com.
Not very intuitive. It has taken a while to learn the process to publish marketing materials. Review collected by and hosted on G2.com.
Journey building is fantastic. There are capabilities that are limited only by imagination and time. Review collected by and hosted on G2.com.
At times, support is more limited than ideal but far better than other platforms. Review collected by and hosted on G2.com.
The level or support and integrations that TE offers Review collected by and hosted on G2.com.
I would love some more resources for getting adoption up Review collected by and hosted on G2.com.
The journey building is top notch and the easiest I've ever used. I'd also like to shoutout all the representatives that work with everyone. I use this platform every day and when I have questions the response is always same day. I also love how easy the import and campaign builders are. This was one of the first implementations and integrations that I was a part of and it was a breeze! Review collected by and hosted on G2.com.
The only thing I would like for TotalExpert to include is an easier way to look at report results. For example, when I send a campaign I wish I could easily click to see who didn't open the email, so I can easily target them for a second go around. I know a workaround would be to build a journey, but we use multiple small campaigns within a month and it would be great to easily see reports of contacts who have and have not interacted with an email. Review collected by and hosted on G2.com.
Total Expert has a wonderful UX that makes it easy for loan officers to use. Their journey functionality is the absolute best for multi platform campaigns and full automation. Their customer support is top notch, whether you are using the online chat or submitting a ticket. Total Expert moving into the world of customer intelligence has not only saved us money from using a third party platform, but has also helped increase loan volume as well. They keep striving to add and improve the platform, and they are really good at listening to their clients, Review collected by and hosted on G2.com.
When new things come out there often is always a cost and an SOW involved, and even for the most minor adjustments to certain things, the requirement to purchase development hours can be cost prohibitive, meaning many lenders need to get things right the first time during implementation. Review collected by and hosted on G2.com.
The out of the box functionality and the ability to integrate with almost anything. This allows us to create hyper-focused hyper-customized and in depth lifecycle marketing for our clients and LO prospects. Review collected by and hosted on G2.com.
Downside is that you can't easily filter co-borrowers in our out and that the Loans tab and Contacts tab don't necessarily speak to one another. Some of the filters you run in the loans tab only work in the loans tab and vice versa. Review collected by and hosted on G2.com.
Very forward looking in their updates and offerings. Review collected by and hosted on G2.com.
Nothing has changed. Still very much a great partner. Review collected by and hosted on G2.com.
One of the top features of Total Expert is the ability to personalize customer engagement to effectively keep customers up to date on loan status, provide education, and create a seamless experience throughout the loan process. The ability to integrate different mortgage industry systems has been helpful in making our loan officer's business more effective. Finally, the ability to pair well with our Compliance standards gives us peace of mind in the tools and communication we send through Total Expert. Review collected by and hosted on G2.com.
It is hard to pinpoint much to dislike about Total Expert. The only thing is that because the system provides so many great tools, it can be overwhelming for loan officers to learn and master the capabilities quickly. Review collected by and hosted on G2.com.