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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.
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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
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.
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.
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