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

"Total Expert has been a great source for our Team"

What do you like best about Total Expert? The thing I like best is being able to keep track of notes and exchanges with our customers. What do you dislike about Total Expert? Not being able to stay logged in the entire day. If you go to another application, after so long, it logs you out. Recommendations to others considering Total Expert: N/A What problems is Total Expert solving and how is that benefiting you? Being able to follow up with customers in a timely manner

"Total Expert has been a great source for our Team"

What do you like best about Total Expert? The thing I like best is being able to keep track of notes and exchanges with our customers. What do you dislike about Total Expert? Not being able to stay logged in the entire day. If you go to another application, after so long, it logs you out. Recommendations to others considering Total Expert: N/A What problems is Total Expert solving and how is that benefiting you? Being able to follow up with customers in a timely manner

"Very solid CRM in the RE/Mortgage space."

What do you like best about Total Expert? My favorite parts of being a TE customer are the support, the vast capabiliteies of the system and the polished UX - all top-notch! What do you dislike about Total Expert? Out-of-the-normal integrations usually cost money. The system is so big that training requires much more effort. What problems is Total Expert solving and how is that benefiting you? We now offer our entire sales force of over 100 MLOs, this one robust platform for all of their ...

"Very solid CRM in the RE/Mortgage space."

What do you like best about Total Expert? My favorite parts of being a TE customer are the support, the vast capabiliteies of the system and the polished UX - all top-notch! What do you dislike about Total Expert? Out-of-the-normal integrations usually cost money. The system is so big that training requires much more effort. What problems is Total Expert solving and how is that benefiting you? We now offer our entire sales force of over 100 MLOs, this one robust platform for all of their ...

"The Best Marketing Platform for Loan Officers"

What do you like best about Total Expert? Total Expert is very intuitive and easy to use. The support staff is amazing, helpful, and hands-on with excellent follow-up. I have used several different marketing platforms over the last 15 years, and none measure up to Total Expert. They are the first platform I have worked with that focuses on those in the financial arena. They are constantly updating their material and capabilities, making it better and better with each release. What do you ...

"The Best Marketing Platform for Loan Officers"

What do you like best about Total Expert? Total Expert is very intuitive and easy to use. The support staff is amazing, helpful, and hands-on with excellent follow-up. I have used several different marketing platforms over the last 15 years, and none measure up to Total Expert. They are the first platform I have worked with that focuses on those in the financial arena. They are constantly updating their material and capabilities, making it better and better with each release. What do you ...

"Working together to make it work"

What do you like best about Total Expert? I really love the tools that TE provides our credit union. And they are always very receptive to suggests and helpful when looking for workarounds to other issues. What do you dislike about Total Expert? There are some features that I was used to in a different CRM that are missing from TE, but it is not a deal breaker. What problems is Total Expert solving and how is that benefiting you? This is helping our originators keep in touch with members ...

"Working together to make it work"

What do you like best about Total Expert? I really love the tools that TE provides our credit union. And they are always very receptive to suggests and helpful when looking for workarounds to other issues. What do you dislike about Total Expert? There are some features that I was used to in a different CRM that are missing from TE, but it is not a deal breaker. What problems is Total Expert solving and how is that benefiting you? This is helping our originators keep in touch with members ...

"Streamlined, Easy to Use Finance CRM"

What do you like best about Total Expert? The platformis incredibly easy to use and they're always rolling out new features. Our team really likes the automated communications that trigger based on other platforms. They have a solid list of third party integrations that make this really easy to setup. What do you dislike about Total Expert? Some of the standard content for email, sms, flyers, etc... are a little bland. I would like to see better content in this regard. What problems is ...

"Streamlined, Easy to Use Finance CRM"

What do you like best about Total Expert? The platformis incredibly easy to use and they're always rolling out new features. Our team really likes the automated communications that trigger based on other platforms. They have a solid list of third party integrations that make this really easy to setup. What do you dislike about Total Expert? Some of the standard content for email, sms, flyers, etc... are a little bland. I would like to see better content in this regard. What problems is ...