Total Expert
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4.5 out of 5 stars
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Total Expert Reviews & Product Details - Page 14

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Total Expert Overview

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What is Total Expert?

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone, in any market. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies, and is now available to purchase through the AWS Marketplace and Salesforce AppExchange.

Total Expert Details
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Product Description

Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.

Seller Details
Seller
Total Expert
Company Website
Year Founded
2012
HQ Location
St. Louis Park, Minnesota
Twitter
@TotalExpertInc
1,383 Twitter followers
LinkedIn® Page
www.linkedin.com
265 employees on LinkedIn®
Description

Total Expert is the purpose-built customer engagement platform trusted by more than
00 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies.

RS
Overview Provided by:
Rebecca Snee

Recent Total Expert Reviews

AJ
Alex J.Mid-Market (51-1000 emp.)
3.5 out of 5
"Solid CRM product"
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.
Read more
TH
Tiffany H.Mid-Market (51-1000 emp.)
4.5 out of 5
"Best Full Circle CRM"
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...
Read more
David C.
DC
David C.Mid-Market (51-1000 emp.)
4.5 out of 5
"Great Tools for Mortgage Industry Marketing Team"
The simplicity of sending mass emails and the ability to create a database of marketing materials that users can use at thier own discretion.
Read more
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Total Expert Security
Get security information from Total Expert to help you buy the right software. View Security Information

Total Expert Media

Total Expert Demo - Dashboard View
Dashboard View in Total Expert
Total Expert Demo - Journey Creator
Deliver the right message through the right channel at the right time in your customers’ financial journey with intelligent automation.
Total Expert Demo - Focused View
Generate prioritized contact lists automatically based on business goals, enabling loan officers and relationship managers to have more efficient and meaningful conversations.
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Video Reviews

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134 Total Expert Reviews

4.5 out of 5
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134 Total Expert Reviews
4.5 out of 5
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Total Expert Pros and Cons

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Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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Overall Review Sentiment for Total ExpertQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Verified User in Real Estate
AR
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Total Expert?

Saves our team a lot of time, allows employees to customize materials independently and properly, without sacrificing a sophisticated level of design. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Sometimes the system can be inflexible with small details or capabilities. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Allowing thousands of employees to customize materials, while remaining compliant, correct, and well designed. Review collected by and hosted on G2.com.

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Verified User in Financial Services
AF
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Total Expert?

MLS integration as well as digital lead capture and Marketing templates Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

CRM and reporting are in the works for more details Review collected by and hosted on G2.com.

Recommendations to others considering Total Expert:

Great product. Do it; you'll love it. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

24/7 use mobile as well as excellent thought drive into next developments and future enhancements Review collected by and hosted on G2.com.

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Verified User in Primary/Secondary Education
UP
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Total Expert?

The ease of use is the best! I appreciate how well this software functions! Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

I have never had any issue with this software! Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

This software is a great financial ervicer! Review collected by and hosted on G2.com.

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Verified User in Real Estate
UR
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Total Expert?

DRIP Campaign being available for use. Mostly for mortgage but quite usable for real estate Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Not user friendly for real estate agents. Review collected by and hosted on G2.com.

Recommendations to others considering Total Expert:

This is a free CRM if you work with the right loan company. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Drip campaign to stay in touch with clients Review collected by and hosted on G2.com.

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