Total Expert
Total ExpertReviews from AWS customer
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A growing journey to becoming an expert in Total Expert
What do you like best about the product?
I love how we have every option to maintain relationships with our client base, customers, and track performance from our LO’s themselves in their journey to closing loans. As someone who is very new to the mortgage/finance industry, I am so impressed that something like TE exists because it really is a treasure chest full of everything you want and need.
What do you dislike about the product?
As someone who is new to Total Expert and having worked alongside some “experts”, I’ve heard concerns about tackling some training issues that they’re not aware of until an LO says, “how do I do this?” And the experts themselves don’t know what to do. I think it would be great if TE had some training modules!
What problems is the product solving and how is that benefiting you?
Total expert is a great partner and is more than just a CRM, Features like CI give us actionable ways to utilize customer data and turn that into more loans closed.
TE Customer support rules
What do you like best about the product?
Customer support. Out previous CRM was unresponsive
What do you dislike about the product?
Teaching LOs who are hard headed about learning new tools
What problems is the product solving and how is that benefiting you?
Mass emails and social media content
Boosts Efficiency and Loan Growth with Powerful CRM Tools
What do you like best about the product?
Total Expert is a robust mortgage marketing CRM that streamlines data organization, turning information into actionable strategies. This approach has contributed to greater efficiency and has supported loan growth.
What do you dislike about the product?
Certain aspects of LO activity reporting as well as reporting for teams or management.
What problems is the product solving and how is that benefiting you?
Total Expert helps reach both first-time and existing customers by providing real-time solutions, as well as sales tools for loan officers. Its data-driven insights allow loan officers to prioritize the most valuable actions, ultimately leading to greater success.
Outstanding Service and Continuous Improvement
What do you like best about the product?
I enjoy the constant drive for improvement and the customer service availability.
What do you dislike about the product?
We don’t love the email signature block design features, loan information is not readily available on the contact label, no date specific email sends in a journey.
What problems is the product solving and how is that benefiting you?
They are building an iframe for price my loan supposedly fo their integration patch issue.
Great Visual Journey Mapping, But Limited Task Sharing
What do you like best about the product?
I like the ability to visual see the path a client would take on a journey
What do you dislike about the product?
That tasks and groups are not able to be seen by users that a contact has been shared with.
What problems is the product solving and how is that benefiting you?
What contacts in my database are where and on what journey.
Customer loans
What do you like best about the product?
Ease of Use and Implementation and frequency of use and number of features and ease of integration!
What do you dislike about the product?
Customer Support wasn't always there to help!
What problems is the product solving and how is that benefiting you?
Keep in front of my clients!
Solid CRM product
What do you like best about the product?
Our CSM is wonderful! He's super helpful and always a pleasure to work with.
I like the TE content emails and the co-marketing partner features.
I like the TE content emails and the co-marketing partner features.
What do you dislike about the product?
Some aspects of the platform aren't the most user friendly. And it isn't super customizable - it would be great if we could change the Daily Digest email and content on lead capture apps.
What problems is the product solving and how is that benefiting you?
Many of our users are not comfortable with technology or have time to manage it - TE allows us to manage on their behalf and create automations so they don't have to worry about anything.
Best Full Circle CRM
What do you like best about the product?
Total Expert is hands down the best all-in-one CRM I've ever used. In the past, I juggled multiple systems and logins to accomplish just a fraction of what Total Expert offers in one seamless platform. The wide range of integrations it provides to automate the entire loan process through dynamic journeys is truly top-notch, making it a game-changer for marketing teams.
What do you dislike about the product?
Reporting is still an aspect that could use some improvement.
What problems is the product solving and how is that benefiting you?
Data Management, Marketing Automation, Marketing Library.
Great Platform
What do you like best about the product?
ease of use setting up automation and LO UI.
What do you dislike about the product?
email/sms opt in/out cant add back accidental opt outs. sms opt in difficulty.
What problems is the product solving and how is that benefiting you?
Company provided CRm with automation, sms, marketing platform and databse
The WINS i've seen and had with TotalExpert.
What do you like best about the product?
The journey bulilding is top notch and the easiest i've ever used. I'd also like to shoutout all the representatives that work with everyone. I use this platform every day and when I have questions the response is always same day. I also love how easy the import and campaign builders are. This was one of the first implimentation and integration that I was a part of and it was a breeze!
What do you dislike about the product?
The only thing I would like for TotalExpert to include is an easier way to look at report results. For example, when I send a campaign I wish I could easily click to see who didnt open the email, so I can easily target them for a second go around. I know a work around would be to build a journey, but we use multiple small campains within a month and it would be great to easily see reports of contacts who have and have not interacted with an email.
What problems is the product solving and how is that benefiting you?
Again, the journey building is a breeze and I love how easy it is to build a journey as well as have all the pre-built journeys too. Another favorite feature is the automatic connection with our Core.
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