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Staying Relevant

  • By Financial Services
  • on 07/24/2024

What do you like best about the product?
Total Expert is great at staying on top of customer needs and delivering solutions. Our CSM and the TAM team is extremely helpful and explain why or how something works so you understand the full picture. They have added some upgrades that helps to streamline solutions for our Loan Originators.
What do you dislike about the product?
Sometimes it takes longer for the release of upgrades to the platform. While they are great at getting the ball rolling, the true release date tends to be a while from the annoucement of the feature.
What problems is the product solving and how is that benefiting you?
Total Expert helps us deliever automated messages to keep customers in the loop and engaged while our Loan Originators create meaningful relationships in person.


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