Total Expert Reviews & Product Details

The journey bulilding is top notch and the easiest i've ever used. I'd also like to shoutout all the representatives that work with everyone. I use this platform every day and when I have questions the response is always same day. I also love how easy the import and campaign builders are. This was one of the first implimentation and integration that I was a part of and it was a breeze! Review collected by and hosted on G2.com.

The only thing I would like for TotalExpert to include is an easier way to look at report results. For example, when I send a campaign I wish I could easily click to see who didnt open the email, so I can easily target them for a second go around. I know a work around would be to build a journey, but we use multiple small campains within a month and it would be great to easily see reports of contacts who have and have not interacted with an email. Review collected by and hosted on G2.com.

Total Expert has a wonderful UX that makes it easy for loan officers to use. Their journey functionality is the absolute best for multi platform campaigns and full automation. Their customer support is top notch, whether you are using the online chat or submitting a ticket. Total Expert moving into the world of customer intelligence has not only saved us money from using a third party platform, but has also helped increase loan volume as well. They keep striving to add and improve the platform, and they are really good at listening to their clients, Review collected by and hosted on G2.com.

When new things come out there often is always a cost and an SOW involved, and even for the most minor adjustments to certain things, the requirement to purchase development hours can be cost prohibitive, meaning many lenders need to get things right the first time during implementation. Review collected by and hosted on G2.com.

The out of the box functionality and the ability to integrate with almost anything. This allows us to create hyper-focused hyper-customized and in depth lifecycle marketing for our clients and LO prospects. Review collected by and hosted on G2.com.

Downside is that you can't easily filter co-borrowers in our out and that the Loans tab and Contacts tab don't necesarily speak to one another. Some of the filters you run in the loans tab only work in the loans tab and vice versa. Review collected by and hosted on G2.com.

One of the top features of Total Expert is the ability ro personalize customer engagement to effectively keep customers up to date on loan status, provide education, and create a seamless experience throughout the loan process. The ability to integrate different mortgage industry systems has been helpful in making our loan officer's business more effective. Finally, the ability to pair well with our Compliance standards gives us peace of mind in the tools and communication we send through Total Expert. Review collected by and hosted on G2.com.

It is hard to pinpoint much to dislike about Total Expert. The only thing is that because the system provides so many great tools, it can be overwhelming for loan officers to learn and master the capabilities quickly. Review collected by and hosted on G2.com.

Our CSM is wonderful! He's super helpful and always a pleasure to work with.

I like the TE content emails and the co-marketing partner features. Review collected by and hosted on G2.com.

Some aspects of the platform aren't the most user friendly. And it isn't super customizable - it would be great if we could change the Daily Digest email and content on lead capture apps. Review collected by and hosted on G2.com.

Total Expert is hands down the best all-in-one CRM I've ever used. In the past, I juggled multiple systems and logins to accomplish just a fraction of what Total Expert offers in one seamless platform. The wide range of integrations it provides to automate the entire loan process through dynamic journeys is truly top-notch, making it a game-changer for marketing teams. Review collected by and hosted on G2.com.

Reporting is still an aspect that could use some improvement. Review collected by and hosted on G2.com.

Total Expert has been a great partner for the past several years. They have done their best to assist us with a recent data issue. Jon, Abby, Nicole and Dan have been very helpful. Review collected by and hosted on G2.com.

There are some opportunities for growth and change but they are open to their clients suggestions. Because we have a prioprietary LOS it is challenging to send data thru the API. We have a manual process for monthly servicing updates due to change of loan ownership. The email tool could also be better, also for videos and allow you to create an email and schedule it for later. Review collected by and hosted on G2.com.

The software is very easy to use and customize to our unique needs. Customer support is always available, and the reps are very knowledgable of the software and the finance industry. I was able to attend the conference last summer and the information presented on the industry and the bonus software learning were very helpful. Review collected by and hosted on G2.com.

Onboarding can be a bit overwhelming. There are so many options available that it can be hard to decide on the best path for your company. The team is great, and very knowedgeable and patient in the process, but getting started is a big hurdle. I also wish reporting was better. I wish users could better pull specicfic lists of customers for their needs. We have branch managers who would like to access customer data per their location, create call lists for staff etc, and we have no way to pull out the data we are putting into TE. Review collected by and hosted on G2.com.

The simplicity of sending mass emails and the ability to create a database of marketing materials that users can use at thier own discretion. Review collected by and hosted on G2.com.

I think the reporting can be improved, create a place where youc an make custom reports and store them there, then send out communications to people on those reports. Review collected by and hosted on G2.com.

Total Expert is a very intuitive easy to use CRM. Customizing it with focused views ans specific Journey's is a game changer. Integrations are amazing. Not only does it help you keep track of all your data it is a Marketing Machine! Review collected by and hosted on G2.com.

I really haven't found much of a downside. Review collected by and hosted on G2.com.