Total Expert
Total ExpertReviews from AWS customer
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A streamlined CRM system with a bright future.
What do you like best about the product?
Dealing with primarily content, the support and turn-around time we get on any issues that arise is typically very quick and helpful. Templates are easy to share and edit. They are also constantly pushing new updates to add new features and optimize current content.
What do you dislike about the product?
The new email builder is missing some core elements that we need. We cannot lock snippets/code-blocks, which would be helpful for things like signatures and disclaimers. We would also like to see some ways to limit the colors that users can use in the builder (we'd like them to be limited to brand colors).
What problems is the product solving and how is that benefiting you?
We are constantly pushing the limits of what's possible with Total Expert and so far we have streamlined our process of adding new content and getting that content to our users. We are currently reworking how things are cataloged using Total Expert's folder and tag system.
Great platform!
What do you like best about the product?
It's very user-friendly & our not-so-tech-savvy Loan officers love it. Also, it is straightforward for admins to set permissions for different marketing pieces easily.
What do you dislike about the product?
There currently isn't a way for admins to view all contacts in the database easily for all users. We now have to individually go into each user's account to see their contacts, which means we cannot see overall who has overlapping contacts.
What problems is the product solving and how is that benefiting you?
We are solving for customer retention & lead management. We needed an all in one platform for our sales team to assist with productivity + also make it easy for them to quickly manage their database.
Work Smarter not Harder
What do you like best about the product?
I love that Total Expert have so many integrations and is our sales teams go-to for all things marketing!
What do you dislike about the product?
I don't like how we have to use journeys to set up groups and pipeline views that we are trying to achieve.
What problems is the product solving and how is that benefiting you?
Automation and customization have been a huge asset to our sales teams and our marketing dept.
Very solid CRM in the RE/Mortgage space.
What do you like best about the product?
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 the product?
Out-of-the-normal integrations usually cost money. The system is so big that training requires much more effort.
What problems is the product 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 marketing needs, including print-on-demand and realtor accounts.
The Best Marketing Platform for Loan Officers
What do you like best about the product?
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 dislike about the product?
The load times can be slow, and the search bars start working before you are done, causing you to continually re-type your search criteria. There are some issues with the email templates that need to be reworked, but overall, the platform is okay.
What problems is the product solving and how is that benefiting you?
Total marketing can be done with TE. From Emails, to Print, Social Media, Texts, and Tasks. It's an all-in-one solution. The LOs I work with are impressed with how much easier it makes their jobs to have everything all in one place.
Recommendations to others considering the product:
If you are in the mortgage/loan industry, this is the platform for you. Total Expert will meet all your marketing needs. You will not be disappointed.
Working together to make it work
What do you like best about the product?
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 the product?
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 the product solving and how is that benefiting you?
This is helping our originators keep in touch with members throughout the mortgage process without them really having to think about it. It is a nice personal touch for us.
Great Progam
What do you like best about the product?
Always expanding development and good support.
What do you dislike about the product?
Sometimes features are difficult to work around when they don't exist.
What problems is the product solving and how is that benefiting you?
marketing with dynamic media. Social Media posts for the Loan Officer
Streamlined, Easy to Use Finance CRM
What do you like best about the product?
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 the product?
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 the product solving and how is that benefiting you?
We used Total Expert to replace a few different softwares. It is much easier to track now since it's housed in a single location.
System Administrator
What do you like best about the product?
Versatility of options and ability to customize. Overall support and our relationship with the customer success manager are excellent. We haven't found any other solution as complete.
What do you dislike about the product?
The user interface can sometimes be less than intuitive. The lack of access users have to make changes to their own marketing profile is a pain point. It would be nice if the catalog of emails available had a thumbnail image of what it actually looks like.
What problems is the product solving and how is that benefiting you?
The software allows our loan officers to market themselves and our services during slower times. We are hoping that once we achieve full utilization we will see increase of business and productivity with our loan teams.
Alerus TE Review
What do you like best about the product?
The ability to mark documents for RESPA compliance marketing. The basics of the platform are strong.
What do you dislike about the product?
The lack of support from TE partners and the time it takes to customize anything has caused a lot of frustration for our team over the past year. Social media and other marketing materials should be enhanced on an ongoing basis to compete with other competitors in this space. We drive all enhancement conversations with our AE's at RE. Our other vendor partners like Blend, Encompass, and OB come to us with enhancements and then train us on how to best use the new technology.
What problems is the product solving and how is that benefiting you?
Simplified and ongoing marketing to real estate partners and clients.
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