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
AH
Ashley Ann H.
Branch Administrative AssistantEnterprise (> 1000 emp.)User-Friendly Interface with Handy Resources for Loan Officers
I like the options to have multiple resources at my fingertips for the loan officers I work with. I'm able to easily switch between loan officer profiles and utilize the resources provided for social media and print marketing. Overall the interface is user friendly and in the past when I've chatted with representatives they've been knowledgeable and kind.
TM
Tim M.
Mortgage ConsultantEnterprise (> 1000 emp.)Easy-to-Use Marketing and Contact Management with a Helpful Design Studio
I use Total Expert for marketing and contacts, and I like that it keeps my contacts all in one place. It’s easy to use. I find the Design Studio easy to use and very helpful, and the initial setup was very easy.
AB
Verified User in Banking
Mid-Market (51-1000 emp.)Plenty of Options, but Too Many Steps and Not User-Friendly
It is not super intuitive and there are a lot of extra steps but I think the amount of options.
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