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
RB
Robert B.
Branch Manager & Senior Loan OfficerMid-Market (51-1000 emp.)Easy-to-Navigate Dashboard, But Automated Emails Need Improvement
Easy to navigate the dashboard for access to info.
G
Verified User
Mid-Market (51-1000 emp.)Eye-Catching Compliant Flyers, Though Search Can Be Tricky
I use Total Expert to create compliant flyers and marketing materials for my agents, including payment scenario flyers that buyers appreciate. I like the appealing layouts and graphics. The pricing flyers organize data and information in a way that’s easy to read, and the photos and colors grab buyers’ attention when they walk in the door. I also found the initial setup easy.
UB
Verified User in Banking
Mid-Market (51-1000 emp.)All My Files in One Spot for Easy Contact Access
I like all of my files in one spot for easy access to contact information.
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