Total Expert

What do you like best about the product?

I like Total Expert’s text capability, especially the ability to communicate both ways by text. I also like that it’s easy to use and that I can configure journeys.

What do you dislike about the product?

I can’t post videos to social media, and I’d like better management of duplicate contacts.

What problems is the product solving and how is that benefiting you?

I use Total Expert to stay in contact with clients through two-way text communication.

What do you like best about the product?

I like the options to have multiple resources at my fingertips for the loan officers I work with. I'm able to easily switch between loan officer profiles and utilize the resources provided for social media and print marketing. Overall the interface is user friendly and in the past when I've chatted with representatives they've been knowledgeable and kind.

What do you dislike about the product?

I am not the biggest fan about AI, I don't feel like it's as user friendly. Sometimes when ordering it feels like there are too many steps with not enough signals on what to do next. (i.e. having to click on the 3 dots to select payment type after approving the order amount)

What problems is the product solving and how is that benefiting you?

Having access to quick documents and posts is really helpful since I have multiple loan officers I work with. It's nice to have printable information that can be dropped off at businesses and open houses as well.

What do you like best about the product?

I use Total Expert for marketing and contacts, and I like that it keeps my contacts all in one place. It’s easy to use. I find the Design Studio easy to use and very helpful, and the initial setup was very easy.

What do you dislike about the product?

Nothing

What problems is the product solving and how is that benefiting you?

I use Total Expert to keep all my contacts in one place.

What do you like best about the product?

It is not super intuitive and there are a lot of extra steps but I think the amount of options.

What do you dislike about the product?

Not super user friendly. It takes time and expertise to "fix" flyers.

What problems is the product solving and how is that benefiting you?

It does save time when it comes to group email blasts.

What do you like best about the product?

Easy to navigate the dashboard for access to info.

What do you dislike about the product?

Some of the automated emails are not helpful, which requires added filtering and time.

What problems is the product solving and how is that benefiting you?

Quickly access past client information.

What do you like best about the product?

I use Total Expert to create compliant flyers and marketing materials for my agents, including payment scenario flyers that buyers appreciate. I like the appealing layouts and graphics. The pricing flyers organize data and information in a way that’s easy to read, and the photos and colors grab buyers’ attention when they walk in the door. I also found the initial setup easy.

What do you dislike about the product?

I find the search feature for flyers and printed materials challenging. Keyword searches don’t always pull up what I’m looking for when I don’t use the right keyword.

What problems is the product solving and how is that benefiting you?

I’d have a challenge creating compliant printed flyers without Total Expert. It lets me create compliant flyers to share with clients and agents.

What do you like best about the product?

I like all of my files in one spot for easy access to contact information.

What do you dislike about the product?

Perhaps it could be a little more interactive.

What problems is the product solving and how is that benefiting you?

The reminders keep my customers in the loop throughout the process.

What do you like best about the product?

Keeps me top of mind to Clients and Realtors.

What do you dislike about the product?

Any contact that does not look like I typed it.

What problems is the product solving and how is that benefiting you?

Rate emails to Realtors for top of mind weekly.

What do you like best about the product?

I appreciate how Lead Management tools within Total Expert bring full transparency and accountability to our prospect pipeline, which is critical for our regulated banking operations. Previously, prospect information was scattered across emails and spreadsheets, and I once dealt with an awkward situation where two loan officers contacted the same mortgage buyer independently; the client felt confused and questioned our internal coordination. Now the centralized lead queue and status tracking eliminate this chaos. Every prospect owns a single live profile displaying assigned staff, complete outreach history, and current pipeline stage. The built-in connection to compliance-approved messaging templates is invaluable in my daily compliance work. Loan officers can send messages straight from lead records using pre-vetted content stored in IntelligenceBank Knowledge Management, which avoids the risk of sending unregulated promotional text. Last quarter, one team member almost drafted non-compliant wording, but the template restriction blocked improper outreach before it went out. I also depend on the basic reporting features to create weekly pipeline summaries for leadership. The data covers incoming lead volume and average response delays. During the busy spring mortgage season, these reports helped our managers rearrange staff schedules to shorten waiting time for prospects. Although deeper integration with our core banking system would further optimize workflows, the lead management module delivers remarkable value. It stops duplicate client outreach, unifies compliant communication standards, and guarantees every prospective banking customer receives timely, stable support from our team.

What do you dislike about the product?

First, the platform lacks robust native synchronization with our core banking system. We frequently receive inquiries from prospects who already hold accounts with our institution. There is no automatic matching logic to identify these overlaps. On one occasion, we generated a duplicate lead entry for a long-term client applying for refinancing. A loan officer initiated outreach without viewing the client’s existing account records, making the client feel our team lacked basic information coordination. I have to manually cross-check every new lead against our customer database to prevent similar incidents, and this repetitive work piles up heavily during peak mortgage inquiry seasons. Second, duplicate lead detection works poorly. The system only alerts users when email addresses are almost identical. Many prospects submit inquiries using secondary contact emails, so lots of duplicate profiles remain undetected without matching rules based on names, phone numbers or residential addresses. I spend several hours every week merging redundant records, and this eats up time I originally reserved for auditing compliance documents. We also use Whereby Meetings for virtual client consultations, yet meeting notes cannot auto-sync back to lead profiles. Staff need to manually copy information afterward, which creates another layer of unnecessary administrative labor. If developers improve data sync capabilities and expand multi-condition duplicate identification rules, the platform could greatly reduce our daily manual workload.

What problems is the product solving and how is that benefiting you?

Before adopting this lead management system, we tracked prospective clients through scattered emails and shared spreadsheets. I still remember a prospect interested in home equity loans whose inquiry sat unattended for nearly two weeks because no one claimed the lead, and we nearly lost that business opportunity. Lead Management gathers all incoming leads into one unified platform to stop prospects from being overlooked. It enforces standardized, compliance-approved communication, replacing random self-written messages from loan officers. The dashboard provides end-to-end visibility of the client pipeline, so I can quickly spot stagnant leads and push team members to follow up promptly. Response times for new inquiries have improved noticeably compared to our old workflow. We combine the system with Campaign Monitor for large-scale prospect newsletters. While engagement data cannot sync automatically, the lead module still organizes all incoming replies into orderly queues. Many scattered manual tasks such as sorting contact information and confirming lead ownership are streamlined. Our team’s overall operational efficiency rises, and we lower the risk of compliance violations and client-facing miscommunication. Even though manual cross-checks with our core banking system cannot be avoided, this platform lays a solid foundation for standardized prospect management within our mid-sized banking branch.

What do you like best about the product?

I like the tasks the best. It really helps me stay on track and I do not let people fall through the cracks.

What do you dislike about the product?

I dislike the total expert app. I wish it was more user-friendly and you could do things like create flyers.

What problems is the product solving and how is that benefiting you?

Total expert helps me provide support to realtors without having to be at their ooen house, and it helps me stay in contact with current clients as well as future and past