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Not Salesforce but it will do
What do you like best about the product?
Specific to the mortgage vertical so the company focuses on mortgage originators which is very helpful.
What do you dislike about the product?
Requests for Total Expert to turn around are very slowly honored if at all.
What problems is the product solving and how is that benefiting you?
Creates a centralized system to have all your contacts in place that you want to market to and find lead opportunities for.
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Total Expert is powerful, even if at times it can be challenging
What do you like best about the product?
The email builder is so close to being a great tool but the bugs need to be fixed, LOVE Single Property Sites
What do you dislike about the product?
Lots of buggy issues, primarily with the email builder.
What problems is the product solving and how is that benefiting you?
Asset sharing, CRM maintenance. a fairly user friendly environment for Loan Officers!
Does the job but not as great and efficient as it was sold
What do you like best about the product?
Everything is within one system and their team has great ideas.
What do you dislike about the product?
Their flyer portal ("manage marketing tab) is archaic and cumbersome. Like I said, they have great ideas and sold us on those but it gets frustrating that those ideas take a really long time to be put into action.
What problems is the product solving and how is that benefiting you?
Working as a platform for our Loan Officers to keep client records which enables digital marketing, survey requests, and provides a portal for us to keep flyers for branding/cobranding.
very good system
What do you like best about the product?
very easy system to navigate and get familiar with
What do you dislike about the product?
sometimes when there are updates done to the system there are kinks to be worked out
What problems is the product solving and how is that benefiting you?
allows me to stay in front of my customers and manage my database information
Great platform & customization with great customer service!
What do you like best about the product?
Very dynamic, customizable systems with integrations, updates & great customer service! Big fans of Total Expert with our business
What do you dislike about the product?
There are some wires that get crossed occasionally w/ the system, but usually can always figure it out with the support team!
What problems is the product solving and how is that benefiting you?
Uniting multiple systems & integrations in one place for CRM
Total Expert has been a great platform to use for our sales teams!
What do you like best about the product?
Social tools - connecting with integration feature is super helpful, and includes automation which the sales team uses a lot for LinkedIn for engagement purposes
What do you dislike about the product?
Data (contact) workflow/less integration tool settings (Instagram). I was not apart of the implementation process, so there was a lot of errors we noticed - however, we were able to connect with TE for support on what features needed to be turned off, etc.
What problems is the product solving and how is that benefiting you?
Data contact clean-up; The TE team has been extremely responsive and helpful with cleaning up several contacts for us using a bulk process. We meet weekly to engage in how the process is going and I finally feel like we're all on the same page.
TE
What do you like best about the product?
Automation makes releasing new marketing materials easy and clean. It gives our loan officers the power to take control of their marketing.
What do you dislike about the product?
Sometimes the new features have a lot of bugs. The support team via chat is not the most informed.
What problems is the product solving and how is that benefiting you?
TE let's our employees get in front of customers without any extra effort. It also provides an excellent platform for all marketing materials.
Total Expert makes marketing and contact management approachable and doable for sales teams.
What do you like best about the product?
Total Expert (TE) is the optimal platform for marketing material and contact management. In an industry where every salesperson is a manager of their own business, TE delivers marketing teams of financial organizations the ability to easily manage and create marketing assets and a database management tool. The UX is overall very good and provides all the basic tools for a salesperson to manage and market to their database. Integrations such as Facebook, BombBomb, Mortgage Coach, MBS Highway, and more makes it easy to centralize all the marketing tools our teams are using.
What do you dislike about the product?
TE is a great tool for beginner to moderate users. For advanced CRM users, there are some pretty big gaps in terms of contact organization, reporting, and supporting non-retail mortgage teams. The lack of a "shark tank" makes organization-level lead management difficult and account improvements (such as creating new marketing templates, lead app templates, advanced reporting) are somewhat prohibitive to create due to cost. TE checks 8/10 boxes though and is an amazing tool.
What problems is the product solving and how is that benefiting you?
TE helps us to offer a robust marketing asset collection to our retail sales team and provides integrations with necessary sales platforms like our LOS and POS.
Full circle marketing at best!
What do you like best about the product?
The ease of this robust system and continued efforts to improve.
What do you dislike about the product?
The implementation and engagement from users other than marketing is somewhat challenging for late adopters.
What problems is the product solving and how is that benefiting you?
Deploying personalized marketing with a few touches of a button. This system has saved us countless design hours.
THE Tool for mortgage and banking automation
What do you like best about the product?
Ability to communicate to our customers no matter the business channel.
What do you dislike about the product?
It's a big system and customization can be challenging during implementation.
What problems is the product solving and how is that benefiting you?
Serve our customers with relevant timely information based on their interactions.
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