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Marketing Machine
What do you like best about the product?
Total Expert is a very intuitive easy to use CRM. Customizing it with focused views ans specific Journey's is a game changer. Integrations are amazing. Not only does it help you keep track of all your data it is a Marketing Machine!
What do you dislike about the product?
I really haven't found much of a downside.
What problems is the product solving and how is that benefiting you?
Centralizing all your data makes it easy to manage, analyze, and take action on it. With an all-in-one system, you can organize contacts, segment your audience, and personalize outreach seamlessly. Plus, with automated marketing journeys, you can set up workflows that keep your audience engaged without constant manual input. This way, you stay in touch consistently while saving time for other priorities.
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1 year into running TE
What do you like best about the product?
The software is very easy to use and customize to our unique needs. Customer support is always available, and the reps are very knowledgable of the software and the finance industry. I was able to attend the conference last summer and the information presented on the industry and the bonus software learning were very helpful.
What do you dislike about the product?
Onboarding can be a bit overwhelming. There are so many options available that it can be hard to decide on the best path for your company. The team is great, and very knowedgeable and patient in the process, but getting started is a big hurdle. I also wish reporting was better. I wish users could better pull specicfic lists of customers for their needs. We have branch managers who would like to access customer data per their location, create call lists for staff etc, and we have no way to pull out the data we are putting into TE.
What problems is the product solving and how is that benefiting you?
Mortgage lenders came to us with the need for a CRM. They are very happy with the data it provides. It was a bonus that marketing was also looking for a new automaton provider. It provides the lending team some autonomy in how they want to communicate with their clients, but we also know that what they are sending is marketing approved and compliant.
Top Customer Experience & Integration CRM
What do you like best about the product?
One of the top features of Total Expert is the ability ro personalize customer engagement to effectively keep customers up to date on loan status, provide education, and create a seamless experience throughout the loan process. The ability to integrate different mortgage industry systems has been helpful in making our loan officer's business more effective. Finally, the ability to pair well with our Compliance standards gives us peace of mind in the tools and communication we send through Total Expert.
What do you dislike about the product?
It is hard to pinpoint much to dislike about Total Expert. The only thing is that because the system provides so many great tools, it can be overwhelming for loan officers to learn and master the capabilities quickly.
What problems is the product solving and how is that benefiting you?
One of the top problems that Total Expert is helping us solve is improving customer relationships, streamlining communication and driving more business for our loan officers. We have seen first hand how Total Expert has helped loan officers convert intial loan applications into closed loans in cases where the loan officer may have lacked in communication with the customer. The effortlessness of the automated communication continues to drive the mortgage process forward for customers no matter what status the customer may be in (considering applying for a mortgage, first-time homebuyer, refinance, etc). Integrating Total Expert with our current systems has given our Compliance peace of mind and meets regulatory requirements that are very stringent for our company.
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.
Staying Relevant
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.
Total Expert has helped maximize our LOs marketing efforts!
What do you like best about the product?
Total Expert support and our CSM are encouraging, provide new ideas for solutions, and are responsive to any questions or concerns we have.
What do you dislike about the product?
Some functions aren't the most user friendly for our LOs or they run into ideas that they are unable to execute. Ex: not being able to save emails and come back to.
What problems is the product solving and how is that benefiting you?
Automation, social media posting with their integration of social media accounts and the web marketing feature.
Total expert Review
What do you like best about the product?
The support is unmatched. They are always willing to hop on a call and help out when needed. Having a dedicated CSM that holds weekly or bi weekly calls helps us stay on track with our goals. The use of automation is also very easy to build out and help is always available if needed.
What do you dislike about the product?
The speed of the platform can be improved during peak email send times I.e. holidays, etc.
During those times, emails take a long time to process which isn't helpful for timely emails.
During those times, emails take a long time to process which isn't helpful for timely emails.
What problems is the product solving and how is that benefiting you?
We were looking for a CRM that provided next level comarketing capabilities and the ability to provide automation to follow the customer from the beginning of the journey to the end and then help us retain them for future business.
Total Expert is easy to use and offers great marketing tools
What do you like best about the product?
Total Expert offers great marketing tools that make sending emails, tracking open rates, and offering social media options to our loans officers easy. We use Campaign Builder a lot and like the capabilities that journeys offer as well. The also offer great customer support through a CSM as well as tech support online.
What do you dislike about the product?
We find the least helpful feature has been the print marketing materials. The printing options provided have not been, in the past, the best value for our team. We can print items much cheaper by using our local printers.
What problems is the product solving and how is that benefiting you?
I don't use Total Expert to solve a lot of business problems. I use it primarily as a marketing tool that I manage and implement for our loan officers.
Great Tools for Mortgage Industry Marketing Team
What do you like best about the product?
The simplicity of sending mass emails and the ability to create a database of marketing materials that users can use at thier own discretion.
What do you dislike about the product?
I think the reporting can be improved, create a place where youc an make custom reports and store them there, then send out communications to people on those reports.
What problems is the product solving and how is that benefiting you?
Mass emails, Marketing database available to end users at all time. Custom websites.
Bringing CRMs into the digital age
What do you like best about the product?
I like best some of the logic that can be used for Journey building and some of the integrations that are offered to increase automation or pair down technology like Experience.com, Homebot, BombBomb, nCinco, Customer Intelligence, and more! Total Expert has continually shown they're making strong efforts to meet clients where they need to be when almost everything happens digitally. We work with DBAs and Total Expert makes that process easy for onboarding. I like how reachable and helpful different departments are in hearing what's happening and helping us reach a solution. Total Expert leadership makes us feel heard and important! Ben Carlson is also a great Account Executive who advocates for us! It's a huge benefit that Total Expert has Bobbi Jo Dallas focused on engagement in the system and it's tools.
What do you dislike about the product?
I dislike the lack of the admin capabilities where access to view contacts or data related to those contacts and numbers surrounding them isn't possible from the admin account in TE. It's a downside that the system's UX doesn't always follow an LO's train of thought so it can lead to confusion on where to go for what and can affect their engagement level. I dislike that most things are an add-on cost that means we're asking for more money throughout a contract period on a regular basis vs having them tied in to the cost of the accounts.
What problems is the product solving and how is that benefiting you?
Total Expert is solving pairing down tech when it makes sense so that an LO doesn't need to log into or contact multiple people to get the support or data they need on their database. It's helping an LO mine their database for what makes sense for them through focus views, emails, print media, Customer Intelligence, tasks, texting, and more. This allows our team to create more cohesive marketing in a place where our LOs don't have to learn multiple systems and save time by leveraging a lot of automation that talks to one another within the platform. It's allowing our LOs to get in front of the prospects they need to!
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