Best Software for 2025 is now live!
Product Avatar Image

Total Expert

Show rating breakdown
133 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
#1 in 2 categories
Grid® leader
Serving customers since
2012
Profile Type
Category

All Profiles

Profile Filters
Profile Type
Category

Profile Name

Star Rating

96
32
5
1
0

Total Expert Reviews

Review Filters
Profile Name
Star Rating
96
32
5
1
0
BR
Brittney R.
11/22/2022
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review

Total Expert has numerous marketing tools for streamlined communications.

I like scheduling social media for MLOs in it. Also organizing their marketing materials in the platform.
NA
Nicole A.
11/03/2022
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

TE is a robust platform and great tool for the mortgage industry!

I love the print marketing, social media sharing/scheduling, email marketing and organization features and tools.
PL
Patricia L.
11/03/2022
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

We love Total Expert!

Email, single property website, and print marketing. We also love the dashboard. It helps keep the loan officers informed of what they are doing in so many ways. Focus View is a big hit as well.

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