User interface, complexity in the sense that you all thought of everything, user friendly, support offered, integrations available, Review collected by and hosted on G2.com.

reporting. I wish reporting was more robust. We'd especially like to be able to report on attirubtion for loans in regard to CI. Review collected by and hosted on G2.com.

ease of use setting up automation and LO UI. Review collected by and hosted on G2.com.

email/sms opt in/out cant add back accidental opt outs. sms opt in difficulty. Review collected by and hosted on G2.com.

We have one individual on the TAM team who is wonderful. She meets with us regularly, is highly knowledgeable, and is extremely reliable. She is by far one of the best support specialists I have ever worked with. However, she receives no support from her product development or technical support teams.

UPDATE 1/19/24: While implementation took more than a year, we are now up and running, and Total Expert's Management and Executive teams appear to be listening and working diligently to ensure the system is running smoothly and effectively. I'm able to meet with the same TAM specialists on a regular basis and she continues to be a tremendous help in ensuring our journeys are running as they should while helping us create new journeys. These journeys are proving to be a big help to both our operations and retail teams in automating customer communications. Total Expert also gives our marketing team access to data that we typically had to request from our Data team, which now frees up a lot of their time as well. We are finally beginning to see the benefits of automated communications, as the platform is finally working as it should. Review collected by and hosted on G2.com.

The entire system is essentially broken. We pulled a customer list today and compared it to a list pulled from our core and the data did not match up at all. When the TAM specialist and I originally discovered the issue and notified the technical support team, we received numerous emails stating that the issue was fixed. But it never was. Today, the tech support person actually acknowledged that there is an issue, but I'm not confident they will follow up or have the issue resolved any time soon. This is just one example of a myriad of issues we've experienced. The amount of time that I have wasted and the amount of resources our bank has dumped into this platform makes me sick to my stomach. It's been nearly two years, and the platform is completely unreliable and essentially broken. The amount of time that I have invested is sickening. It's embarrassing and makes myself and my entire department look bad.

UPDATE 1/19/24: Because of the myriad of past issues, developing trust and confidence in the system has been difficult. Our operations, retail, and marketing teams are still leery of the system, but since we've been up and running, there have only been a couple of minor issues that Total Expert has since addressed. We're still unsure of how the Total Expert Management/Executive teams plan to address the previous issues with implementation and technical errors and how they plan to "make the situation right," but we hope to have a resolution soon. Review collected by and hosted on G2.com.

The team at Total Expert is built on a wide breadth of experts on everything from analytics to automation and even support. I appreciate their ability to not only provide me with what they believe is the best path but are also interested in listening to ideas that could enhance their processes and products as well.

I can't shout out to the world enough about how creating a UI that is easy to use for the end user and Total Expert does it regularly! Review collected by and hosted on G2.com.

I believe that Total Expert is a good business partner, but to become a great partner there needs to be more ebb and flow to what the platform is capable of doing versus what it could become. Review collected by and hosted on G2.com.

Total Expert is great at staying on top of customer needs and delivering solutions. Our CSM and the TAM team is extremely helpful and explain why or how something works so you understand the full picture. They have added some upgrades that helps to streamline solutions for our Loan Originators. Review collected by and hosted on G2.com.

Sometimes it takes longer for the release of upgrades to the platform. While they are great at getting the ball rolling, the true release date tends to be a while from the annoucement of the feature. Review collected by and hosted on G2.com.

Total Expert support and our CSM are encouraging, provide new ideas for solutions, and are responsive to any questions or concerns we have. Review collected by and hosted on G2.com.

Some functions aren't the most user friendly for our LOs or they run into ideas that they are unable to execute. Ex: not being able to save emails and come back to. Review collected by and hosted on G2.com.

I like best some of the logic that can be used for Journey building and some of the integrations that are offered to increase automation or pair down technology like Experience.com, Homebot, BombBomb, nCinco, Customer Intelligence, and more! Total Expert has continually shown they're making strong efforts to meet clients where they need to be when almost everything happens digitally. We work with DBAs and Total Expert makes that process easy for onboarding. I like how reachable and helpful different departments are in hearing what's happening and helping us reach a solution. Total Expert leadership makes us feel heard and important! Ben Carlson is also a great Account Executive who advocates for us! It's a huge benefit that Total Expert has Bobbi Jo Dallas focused on engagement in the system and it's tools. Review collected by and hosted on G2.com.

I dislike the lack of the admin capabilities where access to view contacts or data related to those contacts and numbers surrounding them isn't possible from the admin account in TE. It's a downside that the system's UX doesn't always follow an LO's train of thought so it can lead to confusion on where to go for what and can affect their engagement level. I dislike that most things are an add-on cost that means we're asking for more money throughout a contract period on a regular basis vs having them tied in to the cost of the accounts. Review collected by and hosted on G2.com.

Total Expert offers great marketing tools that make sending emails, tracking open rates, and offering social media options to our loans officers easy. We use Campaign Builder a lot and like the capabilities that journeys offer as well. The also offer great customer support through a CSM as well as tech support online. Review collected by and hosted on G2.com.

We find the least helpful feature has been the print marketing materials. The printing options provided have not been, in the past, the best value for our team. We can print items much cheaper by using our local printers. Review collected by and hosted on G2.com.

I love all of the features packed into one system. For my LOs, using one login to access their CRM, flyers, social media posts, tasks and activities, Realtor and co-marketing tools, text messaging, video messaging, and their dashboard is a top-selling point. While most, importantly using automation so they can focus on strictly the activities that require their efforts and actions is what sets Total Expert apart. From the administrator's perspective, the system is user-friendly, and the level of support we receive is second to none. We are kept in the loop of new features and given the tools to succeed from launch onward. Review collected by and hosted on G2.com.

We struggle with some of the lack of features tied specifically to our LOS. Populating pricing from our pricing engine is a struggle. We would love to pay additional attention to things like open house flyers and further integrations with additional text tools and recruiting related resources. Review collected by and hosted on G2.com.

Outside of Total Expert's constant innovations, their support is top notch. When it comes to their library of content support pieces, they have anything one can possibly think of. Job aides, webinars, interactive walk throughs. This allows our loan officers to learn the tool on their own & feel confident using the platform. Review collected by and hosted on G2.com.

There isnt anything i'd say we dislike about using Total Expert. One thing that may be nice to have in the future though, may be more enhancements & innovations on the 'email builder" side fo things. Review collected by and hosted on G2.com.