Total Expert Reviews & Product Details - Page 3

I like best some of the logic that can be used for Journey building and some of the integrations that are offered to increase automation or pair down technology like Experience.com, Homebot, BombBomb, nCinco, Customer Intelligence, and more! Total Expert has continually shown they're making strong efforts to meet clients where they need to be when almost everything happens digitally. We work with DBAs and Total Expert makes that process easy for onboarding. I like how reachable and helpful different departments are in hearing what's happening and helping us reach a solution. Total Expert leadership makes us feel heard and important! Ben Carlson is also a great Account Executive who advocates for us! It's a huge benefit that Total Expert has Bobbi Jo Dallas focused on engagement in the system and it's tools. Review collected by and hosted on G2.com.

I dislike the lack of the admin capabilities where access to view contacts or data related to those contacts and numbers surrounding them isn't possible from the admin account in TE. It's a downside that the system's UX doesn't always follow an LO's train of thought so it can lead to confusion on where to go for what and can affect their engagement level. I dislike that most things are an add-on cost that means we're asking for more money throughout a contract period on a regular basis vs having them tied in to the cost of the accounts. Review collected by and hosted on G2.com.

Total Expert offers great marketing tools that make sending emails, tracking open rates, and offering social media options to our loans officers easy. We use Campaign Builder a lot and like the capabilities that journeys offer as well. The also offer great customer support through a CSM as well as tech support online. Review collected by and hosted on G2.com.

We find the least helpful feature has been the print marketing materials. The printing options provided have not been, in the past, the best value for our team. We can print items much cheaper by using our local printers. Review collected by and hosted on G2.com.

I love all of the features packed into one system. For my LOs, using one login to access their CRM, flyers, social media posts, tasks and activities, Realtor and co-marketing tools, text messaging, video messaging, and their dashboard is a top-selling point. While most, importantly using automation so they can focus on strictly the activities that require their efforts and actions is what sets Total Expert apart. From the administrator's perspective, the system is user-friendly, and the level of support we receive is second to none. We are kept in the loop of new features and given the tools to succeed from launch onward. Review collected by and hosted on G2.com.

We struggle with some of the lack of features tied specifically to our LOS. Populating pricing from our pricing engine is a struggle. We would love to pay additional attention to things like open house flyers and further integrations with additional text tools and recruiting related resources. Review collected by and hosted on G2.com.

Outside of Total Expert's constant innovations, their support is top notch. When it comes to their library of content support pieces, they have anything one can possibly think of. Job aides, webinars, interactive walk throughs. This allows our loan officers to learn the tool on their own & feel confident using the platform. Review collected by and hosted on G2.com.

There isnt anything i'd say we dislike about using Total Expert. One thing that may be nice to have in the future though, may be more enhancements & innovations on the 'email builder" side fo things. Review collected by and hosted on G2.com.

Dealing with primarily content, the support and turn-around time we get on any issues that arise is typically very quick and helpful. Templates are easy to share and edit. They are also constantly pushing new updates to add new features and optimize current content. Review collected by and hosted on G2.com.

The new email builder is missing some core elements that we need. We cannot lock snippets/code-blocks, which would be helpful for things like signatures and disclaimers. We would also like to see some ways to limit the colors that users can use in the builder (we'd like them to be limited to brand colors). Review collected by and hosted on G2.com.

It provides a solution to leverage your entire database and creates cross sell opportunities throughtout the bank. If we waited for core to develop something it would take years to do what we can with TE. Review collected by and hosted on G2.com.

The major issue I have with Total Expert is that theyt have not identified a way for de dup processes to work across incoming data from multiple sources. The first name, last name and email is not enough. We are working to fix this but has not been easy. Review collected by and hosted on G2.com.

Total Expert is great at keeping my potential client engaged and interested. Some times it can be tough to keep up with everyone you've talked through during a given week, but Total Expert makes it possible. Review collected by and hosted on G2.com.

To me I don't see any downsides. Total expert has significantly helped to increase my conversion and contact rate Review collected by and hosted on G2.com.

I love the built in Marketing materials and easy to use interface. Our Customer Relations rep has been amazing as well! Review collected by and hosted on G2.com.

I wish there was updated training offered as new features were released. Our training at implementation was amazing! but it falls off after that :( Review collected by and hosted on G2.com.

What isn't helpful with Total Expert. I appreciate that I know that the things I used to pay very little attention too is now all managed/handled by TE. HAPPY! Review collected by and hosted on G2.com.

The only thing I dislike is the fact that I don't have enough time in the day to fully eduacte myself on all of the features offered by Total Expert which I hope to soon Review collected by and hosted on G2.com.

Total Expert allows us to communicate with our membership directly and strategically motivate our members towards products and services that will benefit them directly. No more generic emails to large groups. Precise communication is key. Review collected by and hosted on G2.com.

We have not found anything yet that we feel is a barrier to our success. Review collected by and hosted on G2.com.