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Total Expert

Total Expert | 1

Reviews from AWS Marketplace

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External reviews

126 reviews
from G2

External reviews are not included in the AWS star rating for the product.


    Financial Services

So many capabilities

  • October 05, 2021
  • Review provided by G2

What do you like best about the product?
The ability to automate and help drive sales through our marketing campaigns.
What do you dislike about the product?
There is so much that can be done on the system that it can be overwhelming at times but it's great once you learn them!
What problems is the product solving and how is that benefiting you?
Bringing in custom fields to fit our business needs


    Banking

Managing Director of Marketing

  • October 05, 2021
  • Review provided by G2

What do you like best about the product?
Total Expert is a great tool that brings sales and marketing together adding value to the bottom line.
What do you dislike about the product?
Total Expert is working hard to grow and expand its offering, but there has been lots of staffing changes that has causeed us disruption.
What problems is the product solving and how is that benefiting you?
Total Expert has helped us manage our growth through the use of innovation.


    Financial Services

Forward Thinking

  • October 05, 2021
  • Review verified by G2

What do you like best about the product?
Total Expert constantly innovates their services and provides a futuristic experience to our customers.
What do you dislike about the product?
Needs more training on content creation.
What problems is the product solving and how is that benefiting you?
Following up with potential borrows and cross selling between mortgage and banking clients.


    Jelaire G.

TE Knocks It Out Of The Park

  • October 04, 2021
  • Review provided by G2

What do you like best about the product?
When you work work with TE, you always feel like you have an advocate on your side. Always available to listen, always up for the challenge. You feel heard.
What do you dislike about the product?
We always wish things moved faster or that our problems were solved - we know it's not always that easy but it can be hard to grow when the platform feels like it is not.
What problems is the product solving and how is that benefiting you?
We are always looking to solve for bettering our relationships with our agents and clients through the journey. Always looking for ways to leverage our databases and TE provides great solutions to both of these.


    Kelly B.

Accelerated Marketing

  • October 04, 2021
  • Review provided by G2

What do you like best about the product?
All of the marketing is accelerated to the next level and looking around the curve towards the future!
What do you dislike about the product?
Can be overwhelming at first getting ready for launch
What problems is the product solving and how is that benefiting you?
Mortgage first CRM


    Marketing and Advertising

Total Expert changed the game

  • October 04, 2021
  • Review provided by G2

What do you like best about the product?
Total expert is a one stop shop for our independent mortgage broker company. It has made contact with the consumer a breeze.
What do you dislike about the product?
The adoption of certain features are low and the help or advice is minimal. We would like more suggestions based on case studies and what other companies are doing successfully
What problems is the product solving and how is that benefiting you?
Communication.
The milestone emails are a favorite feature


    Kristin B.

Highly recommend!

  • October 04, 2021
  • Review provided by G2

What do you like best about the product?
Love all of the capabilities Total Expert offers for our team.
What do you dislike about the product?
Struggling to get our users to adopt it.
What problems is the product solving and how is that benefiting you?
Providing our customers with the regular updates they want to know on an automated basis.


    Financial Services

Robust platform

  • October 04, 2021
  • Review verified by G2

What do you like best about the product?
Customer journeys will be key to automation.
What do you dislike about the product?
We are brand new to TE....so far so good!
What problems is the product solving and how is that benefiting you?
Faster customer automation creating referrals and long lasting relationships.


    Michelle S.

Total Expert a Good Fit for the Majority of Loan Officers

  • October 04, 2021
  • Review provided by G2

What do you like best about the product?
The overal ease of use for our sales folks. We have found that it is a good fit for the majority.
What do you dislike about the product?
It has been hard to accept all of the added costs, including APIs that don't come with the expected integrations.
What problems is the product solving and how is that benefiting you?
We are managing and driving increased engagement, as well as offering partner benefits.
Recommendations to others considering the product:
Do as much as you can for the Loan Officer - if you wait for them to implement and deploy, it will delay results.


    Banking

Total Value Add

  • October 04, 2021
  • Review verified by G2

What do you like best about the product?
Impressed with this event. I've never been provided with all this value add with just being a customer!
What do you dislike about the product?
I wish I had more of my team here! We are new to TE, I wish I could have had my core team involved.
What problems is the product solving and how is that benefiting you?
Moving away from disparate current marketing technology.
Recommendations to others considering the product:
Come to this conference!!