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Easy to use
What do you like best about the product?
The ability to automate communication to customers and partners.
What do you dislike about the product?
Reporting ability and ability to see the entire organization at a higher lever.
What problems is the product solving and how is that benefiting you?
LO engagement
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Amazing implementation and continued support
What do you like best about the product?
We love the automated campaigns and ability to post content directly to Social Media.
What do you dislike about the product?
We would like to have more design control with Lead Capture apps. Especially to add fields we may want to pull into TE
What problems is the product solving and how is that benefiting you?
Our biggest win with Total Expert is the Complaince aspect. We have approved content and can run reports on Unsubscribed contacts and social media posts.
Recommendations to others considering the product:
I would recommend having a strong admin and marketing team participate in the implementation.
Truly a game changer
What do you like best about the product?
Being able to have automated marketing for our loan officers is so key!
What do you dislike about the product?
There are some disconnects when it comes to the support service in TE.
What problems is the product solving and how is that benefiting you?
Automated and easy marketing!
Delivering Top of the Line Expert Content While Keeping Personal Touch
What do you like best about the product?
I love that journeys can be customized to your needs and what your borrowers needs are. Focus view helps our team stay concentrated day to day on the most important tasks at hand.
What do you dislike about the product?
Administration training can be tough at first and a lot to take in. Continuously logging into the system enables you to develop comfort and knowledge with the platform.
What problems is the product solving and how is that benefiting you?
Focused view keeps our team engaged day to day with borrowers they can touch base with. Focusing on what matters help keep them prioritized on where they can win
Recommendations to others considering the product:
Comparing Total Expert to other top industry leading CRM's do not compare to their expertise
Perfect platforms are unicorns!
What do you like best about the product?
The very best parts of Total Expert involve the customer experience. It's a flexible design that is consistent and easier to navigate. I appreciate that they are constantly innovating.
What do you dislike about the product?
Some of their roll outs are a bit slower than I would like.
What problems is the product solving and how is that benefiting you?
End to end customer experiences are what we are trying to solve for the next 36 months. Gathering clean first party data and using that data to elevate true brand experiences is one goal. Building brand trust through valued and relevant communication is another.
Recommendations to others considering the product:
Be very clear about your goals and be open to ideas.
Robust CRM that works great in the mortgage/realty space
What do you like best about the product?
This solution has very attractive web and print content. It also is a great place to store contact data for both customers and business partners. Finally, the ability to create collateral and co-market it with a realtor in only a few clicks is great!
What do you dislike about the product?
There are a ton of options on this platform and it was not always clear where to go to find things. Luckily, we had WalkMe on this for our company and leveraged this to learn how to get around.
What problems is the product solving and how is that benefiting you?
Sending EDDM postcards, marketing email journeys, setting up property listing sites that are co-branded with a realtor, and sending mailers to current and past customers.
Recommendations to others considering the product:
Use this for both a CRM and a Marketing platform. This will help reduce the integration need between a CRM (like Salesforce) and Total Expert, which can be a bit difficult to integrate.
I will forever be their #1 fan
What do you like best about the product?
The ability to customize everything. We can make so much that is company-specific, which allows us to keep everything on brand. At the same time we can utilize their custom content and customize that as well. We never run out of options.
What do you dislike about the product?
NOTHING! There is nothing that I dislike, maybe the cost, but when you see what Total Expert can do you understand the cost and it is completely justified! There is nothing this CRM can't do! And they are adding more every day! I actually get excited about the releases.
What problems is the product solving and how is that benefiting you?
I can customize things for every LO in my company and make things single-person-specific if I want. Total Expert has also made it so much easier to stay in front of our customers and keep our finger on the pulse of what our customers want and need. Their custom reports help us see and understand each customer we contact.
Recommendations to others considering the product:
You won't be sorry if by going with Total Expert. This CRM blows everyone else away. There is no comparison. We had to have 2 CRMs before to do HALF of what Total Expert can do.
The support team is amazing!
What do you like best about the product?
How quick the response time is really allows me to help out my LOs.
What do you dislike about the product?
Sometimes when the support ticket gets passed around from team to team, the communication sometimes slows down.
What problems is the product solving and how is that benefiting you?
Making MMC one of the first choices for our referral partners and clients.
What's Not to Like?
What do you like best about the product?
Total Expert's entire staff has been helpful from the very beginning! From the initial vetting process to implementation to ongoing support, they are there when you need them!
What do you dislike about the product?
My only wish is that they had a bigger library of available email campaign templates to choose from.
What problems is the product solving and how is that benefiting you?
We have gained the ability to onboarding our clients digitally, meeting a long-time need for our organization. It has also allowed us to more efficiently cross-sell our products throughout our client base.
Great Customer Service!
What do you like best about the product?
Open communication with the customer service team. They've been responsive. I'm a new user, so I don't know very well the features and benefits. I've been in touch with our Account Executive and the experience has been great.
What do you dislike about the product?
They have an extensive online library for self-study training. As a new user, I would prefer a online session with somebody who can provide experiences with the tool.
What problems is the product solving and how is that benefiting you?
To have a better tracking of the sales team and create better marketing campaigns.
Recommendations to others considering the product:
I don't have anything to say yet. I'm a new user.
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