Total Expert is very intuitive and easy to use. The support staff is amazing, helpful, and hands-on with excellent follow-up. I have used several different marketing platforms over the last 15 years, and none measure up to Total Expert. They are the first platform I have worked with that focuses on those in the financial arena. They are constantly updating their material and capabilities, making it better and better with each release. Review collected by and hosted on G2.com.

The load times can be slow, and the search bars start working before you are done, causing you to continually re-type your search criteria. There are some issues with the email templates that need to be reworked, but overall, the platform is okay. Review collected by and hosted on G2.com.

The platform is user-friendly and easy to navigate. The co-marketing functions are a huge benefit as many Realtors are in awe of the single property sites and listing flyers. The focussed view and the customization of the focussed view, being able to assign to specific teams, etc. is a great benefit. Review collected by and hosted on G2.com.

Receiving conflicting messages from different TE team members. We would like to customize our dashboard and we were originally told it required a SOW then 6 months later we were told there were available dashboard configurations at no cost. Anything beyond the available configurations would require a SOW. In September 2021 we were told automated postcards were available, we advertised this to our LO's and had them opt-in, only to find out this function was not ready and would not be ready until June 2022. These are just two instances of many.

The Optimal Blue integration pulls in incorrect rates from OB. OB points the finger at TE and TE points the finger at OB. The customer is left without a solution.

It would be great if the Loan Pipeline could have a "saved" view like the contacts list.

The dialer does not have a transfer function.

Listing insights are inaccurate. Review collected by and hosted on G2.com.

Open communication with the customer service team. They've been responsive. I'm a new user, so I don't know very well the features and benefits. I've been in touch with our Account Executive and the experience has been great. Review collected by and hosted on G2.com.

They have an extensive online library for self-study training. As a new user, I would prefer a online session with somebody who can provide experiences with the tool. Review collected by and hosted on G2.com.

We love the automated campaigns and ability to post content directly to Social Media. Review collected by and hosted on G2.com.

We would like to have more design control with Lead Capture apps. Especially to add fields we may want to pull into TE Review collected by and hosted on G2.com.

Total Expert is a wonderful CRM system that encompasses all of the necessary tools for one to succeed with their business. It's very user-friendly and easy to navigate. The tools are so easily accessible and make it so mainstream. Review collected by and hosted on G2.com.

There are a few things I would change, but very minor like the image library not being able to select multiple to remove. Review collected by and hosted on G2.com.

It’s really easy to use tool, you can easily get in touch with your agents and It’s help me alot. I don’t use different type of tools when i have TOTAL EXPERT. It is giving me good experience. The best thing i love about is Customization. I mean in every perspective i am loving to use it. Through this tool i can get in touch with my clients in seconds. Review collected by and hosted on G2.com.

Although i am satisfy by it, but still i have little complaints as user, if having an issue then support system does lack sometimws which make me frustrated, i am sure Total EXPERT would be looking into it but still they have to solve it as soon as possible. Review collected by and hosted on G2.com.

Everything is within one system and their team has great ideas. Review collected by and hosted on G2.com.

Their flyer portal ("manage marketing tab) is archaic and cumbersome. Like I said, they have great ideas and sold us on those but it gets frustrating that those ideas take a really long time to be put into action. Review collected by and hosted on G2.com.

Their commitment to our success. We hold shared values as an organization. The importance of relationship building and ongoing support. Review collected by and hosted on G2.com.

Have no experienced downfalls. Even if there may be something that could use enhancing, Total Expert is committed to development and listening to their customers. Review collected by and hosted on G2.com.

One of the reasons I like Total Expert is you can dive in and keep things simple or get really complex depending on your needs. Review collected by and hosted on G2.com.

Because of its complexity, you sometime don't know where to start or where to find a resource that explains your question. Review collected by and hosted on G2.com.

The very best parts of Total Expert involve the customer experience. It's a flexible design that is consistent and easier to navigate. I appreciate that they are constantly innovating. Review collected by and hosted on G2.com.

Some of their roll outs are a bit slower than I would like. Review collected by and hosted on G2.com.