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

"Increases adoption of marketing materials immensely!"

What do you like best about Total Expert? 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 Total Expert? Total Expert is such a robust platform it can sometimes be overwhelming for salespeople to navigate, learn, and understand. However, there are helpful ...

"An almost complete marketing tool!"

What do you like best about Total Expert? 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 Total Expert? 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 Total Expert solving and how is that benefiting you? Total Expert gives our team an easy way to access ...

"Marketing In Todays Remote World"

What do you like best about Total Expert? For me, I love that Total Expert has so many integrations and is our sales teams go-to for all things marketing! What do you dislike about Total Expert? No dislike just get excited everytime a new release comes out - the more the system can do, the better. What problems is Total Expert solving and how is that benefiting you? Automation and customization have been a huge asset to our sales teams and our marketing dept.

"Incredibly robust and game changing!"

What do you like best about Total Expert? I love that Total Expert meets all of our LO's CRMs needs and also seamlessly integrates with a multitude of other platforms creating ease of automation for our company. What do you dislike about Total Expert? It is a bit more difficult for some users to gain control of, if they don't have the time to commit to it. Recommendations to others considering Total Expert: Be ready toc ommit a large chunk of time each day to utilize the system nd integrate ...

"Very thorough CWRM"

What do you like best about Total Expert? The ability to market in several different ways via several mediums. Great marketing pieces and the ability to share these with business partners. What do you dislike about Total Expert? A large CRM with a lot of tools. It takes time to learn, but well worth it. What problems is Total Expert 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 ...

"We love Total Expert!"

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

"Total Expert is a great all around platform for originators."

What do you like best about Total Expert? Contact management via groups makes it easy to deliver mass communication. The use of BombBomb aids in this. What do you dislike about Total Expert? Not really a dislike but i'd like to see if be more mobile responsive. What problems is Total Expert solving and how is that benefiting you? mass communication, lead tracking and management

"TE"

What do you like best about Total Expert? 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 Total Expert? Sometimes the new features have a lot of bugs. The support team via chat is not the most informed. What problems is Total Expert 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 ...

"Delivering Top of the Line Expert Content While Keeping Personal Touch"

What do you like best about Total Expert? 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 Total Expert? 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. Recommendations to others considering Total Expert: Comparing ...

"Truly a game changer"

What do you like best about Total Expert? Being able to have automated marketing for our loan officers is so key! What do you dislike about Total Expert? There are some disconnects when it comes to the support service in TE. What problems is Total Expert solving and how is that benefiting you? Automated and easy marketing!