Total Expert

What do you like best about the product?

I appreciate how Lead Management tools within Total Expert bring full transparency and accountability to our prospect pipeline, which is critical for our regulated banking operations. Previously, prospect information was scattered across emails and spreadsheets, and I once dealt with an awkward situation where two loan officers contacted the same mortgage buyer independently; the client felt confused and questioned our internal coordination. Now the centralized lead queue and status tracking eliminate this chaos. Every prospect owns a single live profile displaying assigned staff, complete outreach history, and current pipeline stage. The built-in connection to compliance-approved messaging templates is invaluable in my daily compliance work. Loan officers can send messages straight from lead records using pre-vetted content stored in IntelligenceBank Knowledge Management, which avoids the risk of sending unregulated promotional text. Last quarter, one team member almost drafted non-compliant wording, but the template restriction blocked improper outreach before it went out. I also depend on the basic reporting features to create weekly pipeline summaries for leadership. The data covers incoming lead volume and average response delays. During the busy spring mortgage season, these reports helped our managers rearrange staff schedules to shorten waiting time for prospects. Although deeper integration with our core banking system would further optimize workflows, the lead management module delivers remarkable value. It stops duplicate client outreach, unifies compliant communication standards, and guarantees every prospective banking customer receives timely, stable support from our team.

What do you dislike about the product?

First, the platform lacks robust native synchronization with our core banking system. We frequently receive inquiries from prospects who already hold accounts with our institution. There is no automatic matching logic to identify these overlaps. On one occasion, we generated a duplicate lead entry for a long-term client applying for refinancing. A loan officer initiated outreach without viewing the client’s existing account records, making the client feel our team lacked basic information coordination. I have to manually cross-check every new lead against our customer database to prevent similar incidents, and this repetitive work piles up heavily during peak mortgage inquiry seasons. Second, duplicate lead detection works poorly. The system only alerts users when email addresses are almost identical. Many prospects submit inquiries using secondary contact emails, so lots of duplicate profiles remain undetected without matching rules based on names, phone numbers or residential addresses. I spend several hours every week merging redundant records, and this eats up time I originally reserved for auditing compliance documents. We also use Whereby Meetings for virtual client consultations, yet meeting notes cannot auto-sync back to lead profiles. Staff need to manually copy information afterward, which creates another layer of unnecessary administrative labor. If developers improve data sync capabilities and expand multi-condition duplicate identification rules, the platform could greatly reduce our daily manual workload.

What problems is the product solving and how is that benefiting you?

Before adopting this lead management system, we tracked prospective clients through scattered emails and shared spreadsheets. I still remember a prospect interested in home equity loans whose inquiry sat unattended for nearly two weeks because no one claimed the lead, and we nearly lost that business opportunity. Lead Management gathers all incoming leads into one unified platform to stop prospects from being overlooked. It enforces standardized, compliance-approved communication, replacing random self-written messages from loan officers. The dashboard provides end-to-end visibility of the client pipeline, so I can quickly spot stagnant leads and push team members to follow up promptly. Response times for new inquiries have improved noticeably compared to our old workflow. We combine the system with Campaign Monitor for large-scale prospect newsletters. While engagement data cannot sync automatically, the lead module still organizes all incoming replies into orderly queues. Many scattered manual tasks such as sorting contact information and confirming lead ownership are streamlined. Our team’s overall operational efficiency rises, and we lower the risk of compliance violations and client-facing miscommunication. Even though manual cross-checks with our core banking system cannot be avoided, this platform lays a solid foundation for standardized prospect management within our mid-sized banking branch.

What do you like best about the product?

I like the tasks the best. It really helps me stay on track and I do not let people fall through the cracks.

What do you dislike about the product?

I dislike the total expert app. I wish it was more user-friendly and you could do things like create flyers.

What problems is the product solving and how is that benefiting you?

Total expert helps me provide support to realtors without having to be at their ooen house, and it helps me stay in contact with current clients as well as future and past

What do you like best about the product?

I loved Total Expert when it first came out, and I even reviewed the system for a previous company of mine to adopt and sat down with some of the sales staff that came out. Unfortunately, I don’t like much about the system anymore, there is nothing special on what it offers.

What do you dislike about the product?

1) You can't pull up a report to show possible duplicate entries to merge
2) If I have a contact who is a client as well as a referral partner I have to enter them as 2 separate contacts to make sure they get the appropriate marketing
3) When sending out a co-marketing partner request, it doesn't indicate which user it is coming from - the recipient just gets an email to click on.
4) The whole lead, referral source type, and all of that information just seems a bit clunky and confusing and messy
5) I don't like that I can't add in a Title for my referral partners - you can input "Dr", etc. But I can't identify what the title of my referral partner is unless I make a bunch of new groups. I would like to have a group called "Financial Planners" and be able to see what their Title is without having to click on them to read any notes as I have a company that would go under this group but they all do different things.
6) I don't even know if you can add specific hashtags that would work, but you can't tag anyone, you can't add a location and you are only limited to FB, LI, & IG.
7) The bombbomb piece on the templates is finicky. I have a favorited tag where weekly we update the video and title but when I delete the video and add the bombbomb widget back in there, when I select the video it doesn't upload it. I have to add a couple columns with the bombbomb widgets so that one of them will take it and then go delete the extra columns.
Seems that Total Expert could take note of most CRMs and update their system accordingly and try and keep up with the times

What problems is the product solving and how is that benefiting you?

It's not solving any of my problems currently other than holding a database and I could do that with an excel spreadsheet - it does have some okay features but again, it's old and hardly relevant anymore.

What do you like best about the product?

It's easy to navigate, most people in our industry are familiar with it and if not, it's fairly easy to train them on it.

What do you dislike about the product?

I'd like more integrations that don't need Zapier.

What problems is the product solving and how is that benefiting you?

It helps with automations so that my team has less manual work to do.

What do you like best about the product?

I use Total Expert daily to create Single Property Websites for promotion on social media for my real estate partners. When a new listing is created for any of my partners, I immediately send a co-branded SPS.

What do you dislike about the product?

I would not say that there is a downside to using it. You get out of it what you put into it. If you are engaged, and entering your real estate partners and clients into marketing groups you can target them for marketing. You have to do the work of setting up the groups, first, however.

What problems is the product solving and how is that benefiting you?

It gives me a solid reason to reach out to past, current, and potential clients, as well as my real estate partners. It also makes it easier to stay engaged and remain top of mind with all of these groups.