Reviews from AWS Marketplace
0 AWS reviews
-
5 star0
-
4 star0
-
3 star0
-
2 star0
-
1 star0
External reviews
External reviews are not included in the AWS star rating for the product.
Great product and Support.
What do you like best about the product?
It provides a solution to leverage your entire database and creates cross sell opportunities throughtout the bank. If we waited for core to develop something it would take years to do what we can with TE.
What do you dislike about the product?
The major issue I have with Total Expert is that theyt have not identified a way for de dup processes to work across incoming data from multiple sources. The first name, last name and email is not enough. We are working to fix this but has not been easy.
What problems is the product solving and how is that benefiting you?
Total Expert helps us solve the data collection and cross sell functionality that was lacking in our organization. It makes it easy for end users to visualize their pipeline and assign them tasks for thier contacts. TE also helps us automate touchpoints and saves our team hours.
- Leave a Comment |
- Mark review as helpful
An almost complete marketing tool!
What do you like best about the product?
The most helpful aspect of Total Expert is the ability to have all your content easily accessible in one spot for our loan officers to use and access!
What do you dislike about the product?
The ability to sort content and organize it is not user-friendly and can become hard to de-clutter when looking to clean up our content.
What problems is the product solving and how is that benefiting you?
Total Expert gives our team an easy way to access posts, emails, and contact information for our Loan Officers. It solves the gap between finding content, and creating new content for users on their own.
Increases adoption of marketing materials immensely!
What do you like best about the product?
I love how many features are built into the platform, eliminating the need for having as many technologies. From housing social media content to creating reports that help determine ROI, it's easy to have all the functionality you need as a marketing admin.
What do you dislike about the product?
Total Expert is such a robust platform it can sometimes be overwhelming for salespeople to navigate, learn, and understand. However, there are helpful resources such as a chat bot, help center, and walkthrough videos which can aid that - when they use it. Additionally, customization is always key so it would be great to have more dynamic fields within the collateral they provide - this is a feature they have on many pieces but would love to see that continue to grow.
What problems is the product solving and how is that benefiting you?
Total Expert is helping us increase adoption with salespeople leveraging the content we provide. It also aids us in ensuring that they keep their contact data clean and organized. Additionally, it allows us to act on their behalf when needed with their admin functionality.
You Should Use Total Expert as your CRM
What do you like best about the product?
Ease of use, automation, thorough information and reporting.
What do you dislike about the product?
No downside. You must take the time to learn all that it can do for you.
What problems is the product solving and how is that benefiting you?
Automated email campaigns. Creating flyers.
Very thorough CWRM
What do you like best about the product?
The ability to market in several different ways via several mediums.
Great marketing pieces and the ability to share these with business partners.
Great marketing pieces and the ability to share these with business partners.
What do you dislike about the product?
A large CRM with a lot of tools.
It takes time to learn, but well worth it.
It takes time to learn, but well worth it.
What problems is the product solving and how is that benefiting you?
Effective CRM with a large database of marketing materials and several mediums to share this information with clients and business partners.
Total Expert has numerous marketing tools for streamlined communications.
What do you like best about the product?
I like scheduling social media for MLOs in it. Also organizing their marketing materials in the platform.
What do you dislike about the product?
Sometimes customization can get tricky as well as making sure groups are all correct. I'm still learning about creating journeys. They do have IM for customer service to help with that.
What problems is the product solving and how is that benefiting you?
For the mortgage side, it is solving the problem of staying top of mind with current customers and potential customers as well as realtors with co-marketing partnership.
TE is a robust platform and great tool for the mortgage industry!
What do you like best about the product?
I love the print marketing, social media sharing/scheduling, email marketing and organization features and tools.
What do you dislike about the product?
I love the journey feature but find the initial setup to be a little confusing and time-consuming.
What problems is the product solving and how is that benefiting you?
Keeping database up-to-date, informed and organized!
We love Total Expert!
What do you like best about the product?
Email, single property website, and print marketing. We also love the dashboard. It helps keep the loan officers informed of what they are doing in so many ways. Focus View is a big hit as well.
What do you dislike about the product?
Not being able to have our program and rates pull in automatically and getting the newsletters the same day as they need to be assigned to my loan officers. If I'm out of the office the newsletter has to wait to go out until I'm back.
What problems is the product solving and how is that benefiting you?
Total Expert helps us know when somone can refi or if their ARM is about to expire. Also, pre-qual expiring. When business is slow these functions help gain business.
Total Expert
What do you like best about the product?
Integration functions work well. The ability to create print and email marketing for distribution, as well as campaigns and journeys, helps to reach contacts and groups easily. Tasks and reminders help to stay on top of daily work as well. The support desk is available for any questions!
What do you dislike about the product?
Does not have the ability to add a delegate without creating a team.
What problems is the product solving and how is that benefiting you?
Setting up disclaimers and working on rate flyers.
Total Expert is a great all around platform for originators.
What do you like best about the product?
Contact management via groups makes it easy to deliver mass communication. The use of BombBomb aids in this.
What do you dislike about the product?
Not really a dislike but i'd like to see if be more mobile responsive.
What problems is the product solving and how is that benefiting you?
mass communication, lead tracking and management
showing 31 - 40