Total Expert
Total ExpertReviews from AWS customer
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User-Friendly Marketing Suite with Room for More Landing Page Options
What do you like best about the product?
I like how Total Expert makes it pretty easy to maneuver through the different options. The initial setup was very easy. The marketing tools, such as marketing flyers and social media posts, are what I use the most. I do like the site.
What do you dislike about the product?
I'd like more landing page options to direct prospective customers to when prospecting. The ability to offer free information. Then the customer goes to a landing page to request. I get contact information and they are sent the pdf.
What problems is the product solving and how is that benefiting you?
I use Total Expert for creating marketing flyers, social media posts, and follow-ups. It's pretty easy to maneuver through the different options.
Automated Emails and Versatile Content Options Make It a Standout
What do you like best about the product?
Automated emails to customers. Plenty of options for content to send my customers
What do you dislike about the product?
Maybe too many options! That could be s good thing for dome. Navigating the options is sometimes difficult for me.
What problems is the product solving and how is that benefiting you?
It helps me keep in front of my customers
Great Marketing Resources, But Takes Time to Learn
What do you like best about the product?
Variety of marketing materials built out by our marketing team.
What do you dislike about the product?
Not very intuitive. It has taken a while to learn the process to publish marketing materials.
What problems is the product solving and how is that benefiting you?
Creates the ability to touch multiple affinity partners within a few minutes.
Automated Emails Make Marketing and Loan Updates Effortless
What do you like best about the product?
Automated emails for marketing and loan process updates
What do you dislike about the product?
Hard to navigate back like on an internet browser when you want to go back to the previous page you often have to start what you were doing over
What problems is the product solving and how is that benefiting you?
Staying in touch with my sphere, that solves part of the issue of staying top of mind
Total Expert Transforms Marketing with Seamless Integration and Personalization
What do you like best about the product?
I like how easily Total Expert centralizes customer information and it is a single platform where we integrate all date from marketing and sales.
The tool automates all our marketing campaigns and we get actionable insights which makes it easy to personalize customer journey and better experience.
The tool has made it possible to promote growth, customer loyalty and more revenue for our business.
I like the way it transform and streamlines our marketing by ensuring we customize campaigns to meet specific segment of customers.
The tool automates all our marketing campaigns and we get actionable insights which makes it easy to personalize customer journey and better experience.
The tool has made it possible to promote growth, customer loyalty and more revenue for our business.
I like the way it transform and streamlines our marketing by ensuring we customize campaigns to meet specific segment of customers.
What do you dislike about the product?
Total Expert is the real deal and never fails. It has moved our marketing to new levels and we've better customer experiences.
What problems is the product solving and how is that benefiting you?
It comes with amazing marketing and market campaign automation features. In addition we have used it to better customer experiences thanks to the amazing CRM features it offers.
Total Expert: Passionate Team, Powerful CRM
What do you like best about the product?
I am truly impressed with Total Expert as it serves as an incredible hub, not only functioning effectively as a CRM for our mortgage company but also as a powerful data center and automation tool. I am particularly fond of the passion within the Total Expert organization. Interacting with various team members within their various divisions has consistently shown me that everyone is extremely driven and dedicated not only to their direct clients but also to their clients' clients, specifically the borrowers in the mortgage industry. This commitment is reassuring and inspiring. Additionally, Total Expert's integration capabilities are commendable; I use them effectively with Optimal Blue and Encompass, among others. The ability to seamlessly incorporate these tools enhances my workflows significantly. The initial setup of Total Expert was pretty easy, thanks to the excellent support provided by our customer service manager and the startup team. This ease of implementation and the ongoing support make it a standout choice for our needs in print marketing, email marketing, and customer journeys.
What do you dislike about the product?
I would love to see some enhancements in Total Expert, particularly some upgrades and additions that are currently in development. These include the AI sales assistant, customer intelligence insights, and the upcoming data hub. This data hub would allow us to configure and create our own unique reports using AI within the system and that is something we desperately need to leverage our analytics and subsequent workflows. I’m also interested in more plug-and-play and WYSIWYG options within the platform, like creating customized rate quote flyers in house, instead of utilizing the content team. Plus, these would offer ease of use in email building as well as the lead capture apps/lead magnet capabilities
What problems is the product solving and how is that benefiting you?
I use Total Expert as hub, effectively serving as a CRM, data center, and automation tool for print and email marketing, enhancing our mortgage business operations.
Outstanding Support and Seamless Integrations
What do you like best about the product?
The level or support and integrations that TE offers
What do you dislike about the product?
I would love some more resources for getting adoption up
What problems is the product solving and how is that benefiting you?
Being our crm and making it easier to connect with clients
Innovative Tech for Mortgage Professionals
What do you like best about the product?
Total Expert is a cutting edge product backed by a passionate, knowledgeable team.
What do you dislike about the product?
Duplicate contacts continues to be an uphill battle. Deduping needs to be improved.
What problems is the product solving and how is that benefiting you?
Total Expert empowers our sals team to automate communications and design their CRM to work for them.
Unmatched Journey Building with Limitless Possibilities
What do you like best about the product?
Journey building is fantastic. There are capabilities that are limited only by imagination and time.
What do you dislike about the product?
At times, support is more limited than ideal but far better than other platforms.
What problems is the product solving and how is that benefiting you?
The sms opt in configuration is coming along nicely
Comprehensive Loan Insights and Streamlined Pipeline Views
What do you like best about the product?
The in-depth options to see loan data and focused pipeline views
What do you dislike about the product?
Would like to have contact fields made with drop down feature. Give users the ability to select existing contacts to be populated into fields such as “referred by”
What problems is the product solving and how is that benefiting you?
Implementing CI and rate quotes
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