Pros y Contras de Total Expert

It's very user-friendly & our not-so-tech-savvy Loan officers love it. Also, it is straightforward for admins to set permissions for different marketing pieces easily. Reseña recopilada por y alojada en G2.com.

There currently isn't a way for admins to view all contacts in the database easily for all users. We now have to individually go into each user's account to see their contacts, which means we cannot see overall who has overlapping contacts. Reseña recopilada por y alojada en G2.com.

Very dynamic, customizable systems with integrations, updates & great customer service! Big fans of Total Expert with our business Reseña recopilada por y alojada en G2.com.

There are some wires that get crossed occasionally w/ the system, but usually can always figure it out with the support team! Reseña recopilada por y alojada en G2.com.

Me encanta la capacidad de poder almacenar y organizar piezas y categorías de marketing. Reseña recopilada por y alojada en G2.com.

Solo la conexión entre su sistema de originación de préstamos y Total Expert requiere un poco de trabajo. Reseña recopilada por y alojada en G2.com.

Qué tan rápido es el tiempo de respuesta realmente me permite ayudar a mis LOs. Reseña recopilada por y alojada en G2.com.

A veces, cuando el ticket de soporte se pasa de un equipo a otro, la comunicación a veces se ralentiza. Reseña recopilada por y alojada en G2.com.

Being able to have automated marketing for our loan officers is so key! Reseña recopilada por y alojada en G2.com.

There are some disconnects when it comes to the support service in TE. Reseña recopilada por y alojada en G2.com.

Realmente me gusta la funcionalidad para facilitar a los LOs generar y publicar contenido conforme. Reseña recopilada por y alojada en G2.com.

La dificultad para que los LOs comprendan toda la funcionalidad. Reseña recopilada por y alojada en G2.com.

Total Expert's entire staff has been helpful from the very beginning! From the initial vetting process to implementation to ongoing support, they are there when you need them! Reseña recopilada por y alojada en G2.com.

My only wish is that they had a bigger library of available email campaign templates to choose from. Reseña recopilada por y alojada en G2.com.

Automation makes releasing new marketing materials easy and clean. It gives our loan officers the power to take control of their marketing. Reseña recopilada por y alojada en G2.com.

Sometimes the new features have a lot of bugs. The support team via chat is not the most informed. Reseña recopilada por y alojada en G2.com.

Email Marketing, I like how east it is to make email content and send it out. Easy is what I need for my loan officers. Reseña recopilada por y alojada en G2.com.

The small bugs that neither support can help with and they always suggest contacting my csm, which is an email and a meeting to discuss. Sometimes the CSMs arent very technical so they don't have all the answers you need and need to go back. And before you know it, 1 month has passed and you still havent fixed something small. Reseña recopilada por y alojada en G2.com.

Desarrollo en constante expansión y buen apoyo. Reseña recopilada por y alojada en G2.com.

A veces las características son difíciles de manejar cuando no existen. Reseña recopilada por y alojada en G2.com.