Can there be a Total Expert? The answer is YES.
What do you like best about the product?
The out of the box functionality and the ability to integrate with almost anything. This allows us to create hyper-focused hyper-customized and in depth lifecycle marketing for our clients and LO prospects.
What do you dislike about the product?
Downside is that you can't easily filter co-borrowers in our out and that the Loans tab and Contacts tab don't necesarily speak to one another. Some of the filters you run in the loans tab only work in the loans tab and vice versa.
What problems is the product solving and how is that benefiting you?
Being able to inteligently send the right message to the right person at the right time. This allows us to hyper-focus, hyper-customize and our life cycle marketing and be in communication with our leads and clients no matter where they are in their lifecyle journey.
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