Total Expert Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the ease of use of Lead Management, enabling seamless integration and customization for their needs. (15 mentions)

Users value the exceptional customer support from TotalExpert, enhancing their experience and simplifying complex operational issues. (11 mentions)

Users appreciate the helpfulness of Lead Management, facilitating client relationships and enhancing loan tracking efficiency. (10 mentions)

Users value the seamless integrations of Total Expert, enhancing workflows and centralizing marketing and sales data effectively. (10 mentions)

Users value the automation efficiency of Total Expert, enhancing engagement and streamlining processes effortlessly. (6 mentions)

Users find the learning curve steep due to complex setup and overwhelming options, hindering initial usage. (5 mentions)

Users find the interface not intuitive, leading to difficulties in navigation and usability of features. (5 mentions)

Users feel that customer support can be slow and sometimes limited, impacting their overall experience with the product. (4 mentions)

Users find the limited customization frustrating, especially for email content and lead capture apps. (3 mentions)

Users find the missing features like email design and reporting limits frustrating for effective lead management. (3 mentions)

5 Pros or Advantages of Total Expert

1. Ease of Use

Users appreciate the ease of use of Lead Management, enabling seamless integration and customization for their needs.

See 15 mentions

See Related User Reviews

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

2. Customer Support

Users value the exceptional customer support from TotalExpert, enhancing their experience and simplifying complex operational issues.

See 11 mentions

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

3. Helpful

Users appreciate the helpfulness of Lead Management, facilitating client relationships and enhancing loan tracking efficiency.

See 10 mentions

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

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

4. Integrations

Users value the seamless integrations of Total Expert, enhancing workflows and centralizing marketing and sales data effectively.

See 10 mentions

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

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

5. Automation Efficiency

Users value the automation efficiency of Total Expert, enhancing engagement and streamlining processes effortlessly.

See 6 mentions

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

5 Cons or Disadvantages of Total Expert

1. Learning Curve

Users find the learning curve steep due to complex setup and overwhelming options, hindering initial usage.

See 5 mentions

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.

2. Not Intuitive

Users find the interface not intuitive, leading to difficulties in navigation and usability of features.

See 5 mentions

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.

3. Poor Customer Support

Users feel that customer support can be slow and sometimes limited, impacting their overall experience with the product.

See 4 mentions

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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!

4. Limited Customization

Users find the limited customization frustrating, especially for email content and lead capture apps.

See 3 mentions

See Related User Reviews

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

5. Missing Features

Users find the missing features like email design and reporting limits frustrating for effective lead management.

See 3 mentions

See Related User Reviews

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.

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Emma H.

Mid-Market (51-1000 emp.)

6/13/2023

"An almost complete marketing tool!"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jonathan E.

Enterprise (> 1000 emp.)

11/6/2023

"VP Home Loans"

5/5

What do you like best about Total Expert?

Ease of use and intuitive navigation. The team is very client-centric and is always available to deliver amazing customer service. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Nothing that I can think of at this point Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

10/4/2021

"Incredibly robust and game changing!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

10/4/2021

"Accelerate Total Expert Experience"

5/5

What do you like best about Total Expert?

I like the ability to upload our own assets and the ease of use. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

9/12/2023

"Total expert is a great way to expand your network and show great customer service"

5/5

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 Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

I do not know if I have any complaints about it yet. Review collected by and hosted on G2.com.

Lauri S.

Corporate Marketing Director

Mid-Market (51-1000 emp.)

10/31/2018

"Lots to look forward to"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Chuck P.

Branch Manager

Enterprise (> 1000 emp.)

1/18/2023

"Very thorough CWRM"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

A large CRM with a lot of tools.

It takes time to learn, but well worth it. Review collected by and hosted on G2.com.

Tony G.

Sr CRM Specialist

Enterprise (> 1000 emp.)

3/9/2022

"Total Expert works great for all users from beginners to advanced users"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

11/3/2022

"We love Total Expert!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.