Total Expert Reviews in January 2025: User Ratings, Pros & Cons

"VP Home Loans"

What do you like best about Total Expert? Ease of use and intiative nagivation. The team is very client centric and is always available to deliver amazing customer service What do you dislike about Total Expert? Nothing that I can think of at this point What problems is Total Expert solving and how is that benefiting you? Keeping in touch with past clients and proactive marketing to Real Estate agents

"Amazing Data Software Solution"

What do you like best about Total Expert? Total Expert allows us to communicate with our membership directly and strategically motivate our members towards products and services that will benefit them directly. No more generic emails to large groups. Precise communication is key. What do you dislike about Total Expert? We have not found anything yet that we feel is a barrier to our success. What problems is Total Expert solving and how is that benefiting you? As we target members with ...

"Innovative technology with exceptional support"

What do you like best about Total Expert? Total Expert's platform is highly innovative. The technology is seamless and easy to use. Their efforts are constantly evolving to support all business units within financial services. What do you dislike about Total Expert? I do not dislike anything about the platform. What problems is Total Expert solving and how is that benefiting you? The platform allows us to leverage marketing solutions with out the need of involving our entire marketing dept. ...

"TE gives LOs everything they need to market to their clientele in one modern, clean & simple tool."

What do you like best about Total Expert? Outside of Total Expert's constant innovations, their support is top notch. When it comes to their library of content support pieces, they have anything one can possibly think of. Job aides, webinars, interactive walk throughs. This allows our loan officers to learn the trool on their own & feel confident using the platform. What do you dislike about Total Expert? There isnt anything i'd say we dislike about using Total Expert. One thing that may be ...

"Total Expert - Game Changer"

What do you like best about Total Expert? Total Expert is great at keeping my potential client engaged and interested. Some times it can be tough to keep up with everyone you've talked through during a given week, but Total Expert makes it possible. What do you dislike about Total Expert? To me I don't see any downsides. Total expert has significantly helped to increase my conversion and contact rate What problems is Total Expert solving and how is that benefiting you? It's helping me ...

"Total expert is a great way to expand your network and show great customer service"

What do you like best about Total Expert? I enjoy giving my clients the best customer support possible and being able to have free marketing What do you dislike about Total Expert? I do not know if I have any complaints about it yet. What problems is Total Expert solving and how is that benefiting you? being able to market myself with out having to do anything

"Total Expert is five-star!"

What do you like best about Total Expert? What isn't helpful with Total Expert. I appreciate that I know that the things I used to pay very little attention too is now all managed/handled by TE. HAPPY! What do you dislike about Total Expert? The only thing I dislike is the fact that I don't have enough time in the day to fully eduacte myself on all of the features offered by Total Expert which I hope to soon What problems is Total Expert solving and how is that benefiting you? It keeps in ...

"Great product and Support."

What do you like best about Total Expert? 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 Total Expert? 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 ...

"Accelerate Total Expert Experience"

What do you like best about Total Expert? I like the ability to upload our own assets and the ease of use. What do you dislike about Total Expert? I dislike that loan officers are hesitant to use it themselves and rely more on us to create the pieces for them What problems is Total Expert solving and how is that benefiting you? I'm learning the benefits of marketing with intent and the benefits of in depth journeys

"Robust and integrative platform"

What do you like best about Total Expert? I love the ease of use and how in-depth total expert is. They have made it incredibly easy to communicate with clients through journies and email marketing. I also enjoy that we are able to send out print pieces directly through the system. With their seamless integration with LQB, our users are able to have quickly updated profiles. What do you dislike about Total Expert? Training users can take time due to how robust the platform is and the assist ...