Total Expert
175 reviews
- 1 profiles
- 3 categories
Average star rating
4.5
#1 in 2 categories
Grid® leader
Serving customers since
2012
Total Expert Reviews
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)Easy Mass Messaging for Clients
Having a way to contact a mass amount or select amount of clients all at one time.
DL
David L.
Mortgage bankerMid-Market (51-1000 emp.)Easy, User-Friendly Setup with Plenty of Options
the ease and set up is user friendly. many options as well which can cover what most are looking for
LR
Lauren R.
SVP, Director of Mortgage Business DevelopmentEnterprise (> 1000 emp.)Easy-to-Use CRM with Great Texting, but Room to Improve
I like Total Expert’s text capability, especially the ability to communicate both ways by text. I also like that it’s easy to use and that I can configure journeys.
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