I appreciate the regular alerts from Total Expert, especially the listing alerts. They keep me from having to search through 1,500 past mortgages that I have done, which makes managing my database and keeping track of clients' interest rates more efficient. I also appreciate having easy access to all of my past loans, and the seamless integration with our LOS and my MRC lead generating system enhances my workflow. Setting up Total Expert was pretty easy as I'm very familiar with working with CRM systems.

Relatively easy to use with wonderful reporting capabilities.

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.