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 as a powerful data center and automation tool. I am particularly fond of the passion within the Total Expert organization. Interacting with various team members within their various divisions has consistently shown me that everyone is extremely driven and dedicated not only to their direct clients but also to their clients' clients, specifically the borrowers in the mortgage industry. This commitment is reassuring and inspiring. Additionally, Total Expert's integration capabilities are commendable; I use them effectively with Optimal Blue and Encompass, among others. The ability to seamlessly incorporate these tools enhances my workflows significantly. The initial setup of Total Expert was pretty easy, thanks to the excellent support provided by our customer service manager and the startup team. This ease of implementation and the ongoing support make it a standout choice for our needs in print marketing, email marketing, and customer journeys. Review collected by and hosted on G2.com.

I would love to see some enhancements in Total Expert, particularly some upgrades and additions that are currently in development. These include the AI sales assistant, customer intelligence insights, and the upcoming data hub. This data hub would allow us to configure and create our own unique reports using AI within the system and that is something we desperately need to leverage our analytics and subsequent workflows. I’m also interested in more plug-and-play and WYSIWYG options within the platform, like creating customized rate quote flyers in house, instead of utilizing the content team. Plus, these would offer ease of use in email building as well as the lead capture apps/lead magnet capabilities Review collected by and hosted on G2.com.

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 marketing flyers and social media posts, are what I use the most. I do like the site. Review collected by and hosted on G2.com.

I'd like more landing page options to direct prospective customers to when prospecting. The ability to offer free information. Then the customer goes to a landing page to request. I get contact information and they are sent the pdf. Review collected by and hosted on G2.com.

Automated emails for marketing and loan process updates Review collected by and hosted on G2.com.

Hard to navigate back like on an internet browser when you want to go back to the previous page you often have to start what you were doing over Review collected by and hosted on G2.com.

Automated emails to customers. Plenty of options for content to send my customers Review collected by and hosted on G2.com.

Maybe too many options! That could be s good thing for dome. Navigating the options is sometimes difficult for me. Review collected by and hosted on G2.com.

I enjoy the constant drive for improvement and the customer service availability. Review collected by and hosted on G2.com.

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 in a journey. Review collected by and hosted on G2.com.

The in-depth options to see loan data and focused pipeline views Review collected by and hosted on G2.com.

Would like to have contact fields made with drop down feature. Give users the ability to select existing contacts to be populated into fields such as “referred by” Review collected by and hosted on G2.com.

Total Expert is a robust mortgage marketing CRM that streamlines data organization, turning information into actionable strategies. This approach has contributed to greater efficiency and has supported loan growth. Review collected by and hosted on G2.com.

Certain aspects of LO activity reporting as well as reporting for teams or management. Review collected by and hosted on G2.com.

Total Expert is a cutting edge product backed by a passionate, knowledgeable team. Review collected by and hosted on G2.com.

Duplicate contacts continues to be an uphill battle. Deduping needs to be improved. Review collected by and hosted on G2.com.

I like the ability to visual see the path a client would take on a journey Review collected by and hosted on G2.com.

That tasks and groups are not able to be seen by users that a contact has been shared with. Review collected by and hosted on G2.com.

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.