Total Expert
158 reviews
- 1 profiles
- 3 categories
Average star rating
4.5
#1 in 2 categories
Grid® leader
Serving customers since
2012
Total Expert Reviews
AJ
Alex J.
Solid CRM product
Our CSM is wonderful! He's super helpful and always a pleasure to work with.
I like the TE content emails and the co-marketing partner features.
TH
Tiffany H.
Best Full Circle CRM
Total Expert is hands down the best all-in-one CRM I've ever used. In the past, I juggled multiple systems and logins to accomplish just a fraction of what Total Expert offers in one seamless platform. The wide range of integrations it provides to automate the entire loan process through dynamic journeys is truly top-notch, making it a game-changer for marketing teams.
DC
David C.
Business Development Manager at Neighborhood LoansGreat Tools for Mortgage Industry Marketing Team
The simplicity of sending mass emails and the ability to create a database of marketing materials that users can use at their own discretion.
About
What is Total Expert?
Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume for banks, lenders, and credit unions.
Details
Year Founded
2012
Website
totalexpert.com