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Total Expert

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133 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
#1 in 2 categories
Grid® leader
Serving customers since
2012
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Total Expert Reviews

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Profile Name
Star Rating
96
32
5
1
0
CJ
Carlos J.
10/17/2023
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review

TE gives LOs everything they need to market to their clientele in one modern, clean & simple tool.

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.
MV
Mac V.
09/13/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Total Expert - Game Changer

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.
MW
Mitchel W.
09/12/2023
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Total expert is a great way to expand your network and show great customer service

I enjoy giving my clients the best customer support possible and being able to have free marketing

About

Contact

HQ Location:
St. Louis Park, Minnesota

Social

@TotalExpertInc

What is Total Expert?

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.

Details

Year Founded
2012