Total Expert Reviews & Product Details - Page 4

I love how many features are built into the platform, eliminating the need for having as many technologies. From housing social media content to creating reports that help determine ROI, it's easy to have all the functionality you need as a marketing admin. Review collected by and hosted on G2.com.

Total Expert is such a robust platform it can sometimes be overwhelming for salespeople to navigate, learn, and understand. However, there are helpful resources such as a chat bot, help center, and walkthrough videos which can aid that - when they use it. Additionally, customization is always key so it would be great to have more dynamic fields within the collateral they provide - this is a feature they have on many pieces but would love to see that continue to grow. Review collected by and hosted on G2.com.

I love the ease of use and how in-depth total expert is. They have made it incredibly easy to communicate with clients through journies and email marketing. I also enjoy that we are able to send out print pieces directly through the system. With their seamless integration with LQB, our users are able to have quickly updated profiles. Review collected by and hosted on G2.com.

Training users can take time due to how robust the platform is and the assist team is not always helpful. Review collected by and hosted on G2.com.

Total Expert's platform is highly innovative. The technology is seamless and easy to use. Their efforts are constantly evolving to support all business units within financial services. Review collected by and hosted on G2.com.

I do not dislike anything about the platform. Review collected by and hosted on G2.com.

The most helpful aspect of Total Expert is the ability to have all your content easily accessible in one spot for our loan officers to use and access! Review collected by and hosted on G2.com.

The ability to sort content and organize it is not user-friendly and can become hard to de-clutter when looking to clean up our content. Review collected by and hosted on G2.com.

Ease of use and intiative nagivation. The team is very client centric and is always available to deliver amazing customer service Review collected by and hosted on G2.com.

Nothing that I can think of at this point Review collected by and hosted on G2.com.

For me, I love that Total Expert has so many integrations and is our sales teams go-to for all things marketing! Review collected by and hosted on G2.com.

No dislike just get excited everytime a new release comes out - the more the system can do, the better. Review collected by and hosted on G2.com.

I love that Total Expert meets all of our LO's CRMs needs and also seamlessly integrates with a multitude of other platforms creating ease of automation for our company. Review collected by and hosted on G2.com.

It is a bit more difficult for some users to gain control of, if they don't have the time to commit to it. Review collected by and hosted on G2.com.

I like the ability to upload our own assets and the ease of use. Review collected by and hosted on G2.com.

I dislike that loan officers are hesitant to use it themselves and rely more on us to create the pieces for them Review collected by and hosted on G2.com.

I enjoy giving my clients the best customer support possible and being able to have free marketing Review collected by and hosted on G2.com.

I do not know if I have any complaints about it yet. Review collected by and hosted on G2.com.