This solution has very attractive web and print content. It also is a great place to store contact data for both customers and business partners. Finally, the ability to create collateral and co-market it with a realtor in only a few clicks is great! Review collected by and hosted on G2.com.

There are a ton of options on this platform and it was not always clear where to go to find things. Luckily, we had WalkMe on this for our company and leveraged this to learn how to get around. Review collected by and hosted on G2.com.

Specific to the mortgage vertical so the company focuses on mortgage originators which is very helpful. Review collected by and hosted on G2.com.

Requests for Total Expert to turn around are very slowly honored if at all. Review collected by and hosted on G2.com.

The ease of this robust system and continued efforts to improve. Review collected by and hosted on G2.com.

The implementation and engagement from users other than marketing is somewhat challenging for late adopters. Review collected by and hosted on G2.com.

The email builder is so close to being a great tool but the bugs need to be fixed, LOVE Single Property Sites Review collected by and hosted on G2.com.

Lots of buggy issues, primarily with the email builder. Review collected by and hosted on G2.com.

For me the best thing is the customer support and the innovation they provide. Total Expert is truly there to help us grow our company and provide value to our loan officers. Review collected by and hosted on G2.com.

Nothing! They go above and beyond to address our needs. Whenever we feel that there is a gap, their team works extremely hard to ensure that they resolve the issue and continue to provide value Review collected by and hosted on G2.com.

very easy system to navigate and get familiar with Review collected by and hosted on G2.com.

sometimes when there are updates done to the system there are kinks to be worked out Review collected by and hosted on G2.com.

The platformis incredibly easy to use and they're always rolling out new features. Our team really likes the automated communications that trigger based on other platforms. They have a solid list of third party integrations that make this really easy to setup. Review collected by and hosted on G2.com.

Some of the standard content for email, sms, flyers, etc... are a little bland. I would like to see better content in this regard. Review collected by and hosted on G2.com.

I like that our team doesn't need multiple logins for different solutions, they have tools they need for themselves and comatketing partners in one dashboard. Review collected by and hosted on G2.com.

I think the print marketing tab is lacking, the design isn't great and not enough new content gets added. Review collected by and hosted on G2.com.

I really love the tools that TE provides our credit union. And they are always very receptive to suggests and helpful when looking for workarounds to other issues. Review collected by and hosted on G2.com.

There are some features that I was used to in a different CRM that are missing from TE, but it is not a deal breaker. Review collected by and hosted on G2.com.

I like that TE has a lot of opportunities for automation by offering the journeys and the focused views. Review collected by and hosted on G2.com.

The technology performance dwindles a bit and is not always reliable. Review collected by and hosted on G2.com.