Total Expert
157 reviews
- 1 profiles
- 3 categories
Average star rating
4.5
#1 in 2 categories
Grid® leader
Serving customers since
2012
Total Expert Reviews
AO
Amber O.
🏡 Mortgage Advisor | 💼 Empowering Self-Employed Borrowers, Investors, & First-Time Homebuyers | 📈 Over 10 Years in Financial Services | 🌟 Driven by Client Success Equal Housing Lender | NMLS 1249604Tasks Keep Me on Track and Nothing Falls Through the Cracks
I like the tasks the best. It really helps me stay on track and I do not let people fall through the cracks.
UR
Verified User in Real Estate
Be Great Again – Keep Up with the Times
I loved Total Expert when it first came out, and I even reviewed the system for a previous company of mine to adopt and sat down with some of the sales staff that came out. Unfortunately, I don’t like much about the system anymore, there is nothing special on what it offers.
AF
Verified User in Financial Services
Easy to Navigate and Simple to Train On
It's easy to navigate, most people in our industry are familiar with it and if not, it's fairly easy to train them on it.
About
What is Total Expert?
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies.
Details
Year Founded
2012
Website
totalexpert.com