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Total Expert is easy to use and offers great marketing tools

  • By Financial Services
  • on 04/29/2024

What do you like best about the product?
Total Expert offers great marketing tools that make sending emails, tracking open rates, and offering social media options to our loans officers easy. We use Campaign Builder a lot and like the capabilities that journeys offer as well. The also offer great customer support through a CSM as well as tech support online.
What do you dislike about the product?
We find the least helpful feature has been the print marketing materials. The printing options provided have not been, in the past, the best value for our team. We can print items much cheaper by using our local printers.
What problems is the product solving and how is that benefiting you?
I don't use Total Expert to solve a lot of business problems. I use it primarily as a marketing tool that I manage and implement for our loan officers.


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