A Reliable CRM
What do you like best about the product?
Our team has been using Total Expert for 7 years, and overall, it has been a solid tool for managing our mortgage marketing communications. It provides many essential features we need to track leads, manage client/realtor communication, and keep everything organized in one place. The user interface is intuitive enough that new users can get up to speed relatively quickly, which has been a huge plus.
What do you dislike about the product?
Customer support is generally helpful, but response times can sometimes be slow when researching issues. While the platform works well for day-to-day tasks, it occasionally experiences delays in updates, which can disrupt communications at critical moments.
What problems is the product solving and how is that benefiting you?
Total Expert helps us organize customer data, manage and nuture leads, communication automation, and mange content.
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