Total Expert Reviews & Product Details - Page 8

Ability to communicate to our customers no matter the business channel. Review collected by and hosted on G2.com.

It's a big system and customization can be challenging during implementation. Review collected by and hosted on G2.com.

For me the best thing is the customer support and the innovation they provide. Total Expert is truly there to help us grow our company and provide value to our loan officers. Review collected by and hosted on G2.com.

Nothing! They go above and beyond to address our needs. Whenever we feel that there is a gap, their team works extremely hard to ensure that they resolve the issue and continue to provide value Review collected by and hosted on G2.com.

very easy system to navigate and get familiar with Review collected by and hosted on G2.com.

sometimes when there are updates done to the system there are kinks to be worked out Review collected by and hosted on G2.com.

The platformis incredibly easy to use and they're always rolling out new features. Our team really likes the automated communications that trigger based on other platforms. They have a solid list of third party integrations that make this really easy to setup. Review collected by and hosted on G2.com.

Some of the standard content for email, sms, flyers, etc... are a little bland. I would like to see better content in this regard. Review collected by and hosted on G2.com.

I like that our team doesn't need multiple logins for different solutions, they have tools they need for themselves and comatketing partners in one dashboard. Review collected by and hosted on G2.com.

I think the print marketing tab is lacking, the design isn't great and not enough new content gets added. Review collected by and hosted on G2.com.

I really love the tools that TE provides our credit union. And they are always very receptive to suggests and helpful when looking for workarounds to other issues. Review collected by and hosted on G2.com.

There are some features that I was used to in a different CRM that are missing from TE, but it is not a deal breaker. Review collected by and hosted on G2.com.

I like that TE has a lot of opportunities for automation by offering the journeys and the focused views. Review collected by and hosted on G2.com.

The technology performance dwindles a bit and is not always reliable. Review collected by and hosted on G2.com.

Versatility of options and ability to customize. Overall support and our relationship with the customer success manager are excellent. We haven't found any other solution as complete. Review collected by and hosted on G2.com.

The user interface can sometimes be less than intuitive. The lack of access users have to make changes to their own marketing profile is a pain point. It would be nice if the catalog of emails available had a thumbnail image of what it actually looks like. Review collected by and hosted on G2.com.

The ability to mark documents for RESPA compliance marketing. The basics of the platform are strong. Review collected by and hosted on G2.com.

The lack of support from TE partners and the time it takes to customize anything has caused alot of frustration for our team over the past year. Social media and other marketing materials should be enhanced on an ongoing basis to compete with other competitors in this space. We drive all enhancement conversations with our AE's at RE. Our other vendor partners like Blend, Encompass and OB come to with enhancements and then train us on how to best use the new technology. Review collected by and hosted on G2.com.

My favorite parts of being a TE customer are the support, the vast capabiliteies of the system and the polished UX - all top-notch! Review collected by and hosted on G2.com.

Out-of-the-normal integrations usually cost money. The system is so big that training requires much more effort. Review collected by and hosted on G2.com.