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134 Total Expert Reviews
Overall Review Sentiment for Total Expert
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Total Expert (TE) is the optimal platform for marketing material and contact management. In an industry where every salesperson is a manager of their own business, TE delivers marketing teams of financial organizations the ability to easily manage and create marketing assets and a database management tool. The UX is overall very good and provides all the basic tools for a salesperson to manage and market to their database. Integrations such as Facebook, BombBomb, Mortgage Coach, MBS Highway, and more makes it easy to centralize all the marketing tools our teams are using. Review collected by and hosted on G2.com.
TE is a great tool for beginner to moderate users. For advanced CRM users, there are some pretty big gaps in terms of contact organization, reporting, and supporting non-retail mortgage teams. The lack of a "shark tank" makes organization-level lead management difficult and account improvements (such as creating new marketing templates, lead app templates, advanced reporting) are somewhat prohibitive to create due to cost. TE checks 8/10 boxes though and is an amazing tool. Review collected by and hosted on G2.com.
I love the print marketing, social media sharing/scheduling, email marketing and organization features and tools. Review collected by and hosted on G2.com.
I love the journey feature but find the initial setup to be a little confusing and time-consuming. Review collected by and hosted on G2.com.
Contact management via groups makes it easy to deliver mass communication. The use of BombBomb aids in this. Review collected by and hosted on G2.com.
Not really a dislike but i'd like to see if be more mobile responsive. Review collected by and hosted on G2.com.
I love that journeys can be customized to your needs and what your borrowers needs are. Focus view helps our team stay concentrated day to day on the most important tasks at hand. Review collected by and hosted on G2.com.
Administration training can be tough at first and a lot to take in. Continuously logging into the system enables you to develop comfort and knowledge with the platform. Review collected by and hosted on G2.com.
Integration functions work well. The ability to create print and email marketing for distribution, as well as campaigns and journeys, helps to reach contacts and groups easily. Tasks and reminders help to stay on top of daily work as well. The support desk is available for any questions! Review collected by and hosted on G2.com.
Does not have the ability to add a delegate without creating a team. Review collected by and hosted on G2.com.
They are all about their relationships with their customers. Working on enhancements to expand on functionality. They want to be the best in the industry and are always looking for feedback to do so. Review collected by and hosted on G2.com.
There are so many good ideas and so many moving pieces that there can be a delay in receiving new features and enhancements. They are gowing at such a rate they need more support. Review collected by and hosted on G2.com.
The flexibility in the Journey Builder is top-notch. you can build, rebuild and make changes on the fly without kicking contacts off the journey. This makes testing and perfecting(yeah, right) a journey very simple. Review collected by and hosted on G2.com.
Sometimes TE doesn't always have the niche functionality I need and I have to ask them for a workaround. 9 out of 10 times there is a solution and a workaround, they just aren't always in plain sight. Review collected by and hosted on G2.com.
Total Expert is very intuitive and easy to use. The support staff is amazing, helpful, and hands-on with excellent follow-up. I have used several different marketing platforms over the last 15 years, and none measure up to Total Expert. They are the first platform I have worked with that focuses on those in the financial arena. They are constantly updating their material and capabilities, making it better and better with each release. Review collected by and hosted on G2.com.
The load times can be slow, and the search bars start working before you are done, causing you to continually re-type your search criteria. There are some issues with the email templates that need to be reworked, but overall, the platform is okay. Review collected by and hosted on G2.com.
Open communication with the customer service team. They've been responsive. I'm a new user, so I don't know very well the features and benefits. I've been in touch with our Account Executive and the experience has been great. Review collected by and hosted on G2.com.
They have an extensive online library for self-study training. As a new user, I would prefer a online session with somebody who can provide experiences with the tool. Review collected by and hosted on G2.com.
We love the automated campaigns and ability to post content directly to Social Media. Review collected by and hosted on G2.com.
We would like to have more design control with Lead Capture apps. Especially to add fields we may want to pull into TE Review collected by and hosted on G2.com.
