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Total Expert

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4.5 out of 5 stars
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
Michael G.
MG
Michael G.
Director of Integration and Branch Technology
10/16/2018
Validated Reviewer
Verified Current User
Review source: Organic

Total Expert is a great CRM Solution

|Total Expert
The user interface is very easy to navigate and simple to use which is key for LOs. The Customer support that we receive is second to none. Our Customer Success Managers have always gotten us quick responses and consistently see things through to conclusion.
Sony K.
SK
Sony K.
Principal, SONY KIM REALTY
12/13/2017
Validated Reviewer
Review source: G2 invite
Incentivized Review

CRM of your database

|Total Expert
DRIP Campaign being available for use. Mostly for mortgage but quite usable for real estate

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