Total Expert
Total ExpertReviews from AWS customer
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Robust and integrative platform
What do you like best about the product?
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 the product?
Training users can take time due to how robust the platform is and the assist team is not always helpful.
What problems is the product solving and how is that benefiting you?
I am working with TE to build better user adoption and integration.
Recommendations to others considering the product:
Really get to understand the platform before roll out and know how to train the sales force.
The perfect all-in-one solution
What do you like best about the product?
I love all of the features packed into one system. For my LOs, using one login to access their CRM, flyers, social media posts, tasks and activities, Realtor and co-marketing tools, text messaging, video messaging, and their dashboard is a top-selling point. While most, importantly using automation so they can focus on strictly the activities that require their efforts and actions is what sets Total Expert apart. From the administrator's perspective, the system is user-friendly, and the level of support we receive is second to none. We are kept in the loop of new features and given the tools to succeed from launch onward.
What do you dislike about the product?
We struggle with some of the lack of features tied specifically to our LOS. Populating pricing from our pricing engine is a struggle. We would love to pay additional attention to things like open house flyers and further integrations with additional text tools and recruiting related resources.
What problems is the product solving and how is that benefiting you?
We are solving the problem of limited time and limited output capabilities of our Loan Officers. Total Expert helps elevate the client experience by offering consistency and transparency in our process with a personalized path. My Loan Officers sleep better knowing that they have a personal assistant working behind the scenes to ensure they look good. They can then focus on the more personal outward touch points such as co-marketing and social media.
Game Changer
What do you like best about the product?
For me the best thing is the customer support and the innovation they provide. Total Expert is truly there to help us grow our company and provide value to our loan officers.
What do you dislike about the product?
Nothing! They go above and beyond to address our needs. Whenever we feel that there is a gap, their team works extremely hard to ensure that they resolve the issue and continue to provide value
What problems is the product solving and how is that benefiting you?
We have been able to solve many problems by using Total Expert. The big one is being able to keep all of our data in a single location, allowing us to run thoughtful and intelligent campaigns using our data. It's also helped our loan officers stay organized and in front of their customers.
Total expert is awesome!!!
What do you like best about the product?
I like total expert for lead generation as it's very important to the success of my business
What do you dislike about the product?
Nothing. It's easy to use. Wouldn't change a thing.
What problems is the product solving and how is that benefiting you?
I'm able to sort out and manage lead generation through total expert especially with open houses!
Easiest CRM to use in the Housing Space
What do you like best about the product?
Ease of use and intuitive categorization- most attuned to an actual sales process in this sector.
What do you dislike about the product?
Would like a full set of connections to all other sources of client/prospect information.
What problems is the product solving and how is that benefiting you?
Not a question of problems, more about the time to ROI which is high. No systems are perfect and no systems are natively connected to all otehrs.
Recommendations to others considering the product:
Try before you buy
Frank's Review
What do you like best about the product?
Functionality. All in one marketing system.
What do you dislike about the product?
Learning how to use it. Need more assistant to learn how to use all the systems
What problems is the product solving and how is that benefiting you?
Customer Contact
Head of Marketing
What do you like best about the product?
Email Marketing, I like how east it is to make email content and send it out. Easy is what I need for my loan officers.
What do you dislike about the product?
The small bugs that neither support can help with and they always suggest contacting my csm, which is an email and a meeting to discuss. Sometimes the CSMs arent very technical so they don't have all the answers you need and need to go back. And before you know it, 1 month has passed and you still havent fixed something small.
What problems is the product solving and how is that benefiting you?
how to automate more, I have realized that TE has come out with new features that I havent been aware of and that there is more I can be doing. Going to accelerate has taught me that many companies out there are doing so much.
CRM & MOS in one
What do you like best about the product?
I like that our team doesn't need multiple logins for different solutions, they have tools they need for themselves and comatketing partners in one dashboard.
What do you dislike about the product?
I think the print marketing tab is lacking, the design isn't great and not enough new content gets added.
What problems is the product solving and how is that benefiting you?
We were solving for having a uniform CRM and MOS. We've realized it's a potential recruiting tool, too.
Recommendations to others considering the product:
Plan to have a dedicated "expert" on Total Expert on the team.
Total Expert is everything we need to stay in touch with past clients and engage with new leads.
What do you like best about the product?
Contact management and marketing automation are the two keys of Total Expert. Neither of those were easy or scalable with our previous CRM solution. Total Expert allows me to control the entire experience for our end users and for their contacts.
What do you dislike about the product?
As an admin, it would be nice to a little more control over things like group/contact management such as the ability to delete a group from an account.
What problems is the product solving and how is that benefiting you?
Marketing auotmation is quick and scalable. I can launch a campaign literally in minutes and push it out to every end user or select end users.
Total Expert Review
What do you like best about the product?
Features, Support, and Future Initiatives all point towards an incredible solution for lenders, partners and clients.
What do you dislike about the product?
There is some inflexibility on often standard technical requests that require some outside intervention. this will not impact all users, but more sophisticated workflows may be affected.
What problems is the product solving and how is that benefiting you?
We're solving retail and Direct-To-Consumer marketing and lifecycle campaigns. It's our deployment method of choice for marketing at our organization.
Recommendations to others considering the product:
I would recommend Total Expert to any organization looking for a Mortgage Marketing CRM solution.
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