Total Expert
133 reviews
- 1 profiles
- 3 categories
Average star rating
4.5
#1 in 2 categories
Grid® leader
Serving customers since
2012
Total Expert Reviews
ZS
Zee S.
Total Expert
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!
JL
Jesse L.
#MakeYourselfUseful If you sit still long enough you will grow rust. Get up, get out, and get busy. You matter and you can make a difference.Total Expert is a great all around platform for originators.
Contact management via groups makes it easy to deliver mass communication. The use of BombBomb aids in this.
JM
Jon M.
Not Salesforce but it will do
Specific to the mortgage vertical so the company focuses on mortgage originators which is very helpful.
About
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
Website
totalexpert.comHunting for software insights?
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