Total Expert
About Total Expert
Total Expert Pricing
Contact Total Expert directly for pricing information.
Starting price:
$69.00 per month
Free trial:
Not Available
Free version:
Available
Other Top Recommended CRM Software
Most Helpful Reviews for Total Expert
1 - 5 of 46 Reviews
Laura
Verified reviewer
Financial Services, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
An All-In-One GoTo
I love how robust and on the cutting edge Total Expert makes us. Our Loan Officers have a full fledged marketing suite and tools that are both highly automated, customizable, and more than anything purpose-built for each individual Loan Officer and their needs. We love that if the tool isn't built into the system, there is always a strong suite of third-party partners that are highly integrated and easy to implement. What has set Total Expert apart even years later is the constant support, years into our relationship, we still have a regular meeting cadence where we go over any outstanding issues, future releases, and making sure that we are being able to use the system to accomplish our goals and initiatives. I believe strongly that if we aren't successful or miss a release that is impactful, it is not because we don't have the support and transparency from our TE Team.
CONSThere are a few features that are lacking, or have not been updated in several years - examples of these would be Open House Rate flyers, and the recruiting platform. On the grand scale, very few complaints
Reason for choosing Total Expert
It was all about having the powerhouse of tools that were built to help support a mid-sized purchase minded lender. The fact that there was a high amount of content available that helped add teeth to our small-but-mighty marketing team. We were promised innovation and that there was no intention of being complacent, and years later I can say I still feel that they hold true to that mission.
Reasons for switching to Total Expert
We were looking for a tool that combined all systems and tools into one platform instead of leveraging multiple interfaces, and logins. This has helped us increase our adoption and education about all tools
Anonymous
51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2023
Total Expert Tech
Overall, Total Expert is one of the best CRM's I have worked with as an Admin and they are always finding new and innovative ways to update he platform and bring the best to our company.
PROSThe system is easy to use. I can pretty much tell my LO's how to navigate the system without me being in it myself. I do trainings on the whole platform when someone new comes on board with our company so I really deep dive into the whole platform and explain each section.
CONSParts that could be better is maybe folders for the admin images library and in that library a selection button to select multiple images to delete. Make assigning or unassigning Journeys easier on our end. Sometimes it is still confusing.
Reason for choosing Total Expert
Total Expert gave us a good deal and promised us some amazing tools that we still use to this day.
Reasons for switching to Total Expert
Cimmaron just wasn't right for us anymore and we needed an upgrade.
Betsy
Wholesale, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed May 2022
Use Total Expert for all your financial marketing needs.
It has been amazing. I love the team we work with, and the ability to add our own collateral/branding. The overall ease of using it makes training easy and marketing almost seamless for those who dive in and get to know the platform.
PROSWhat I like most about this software is that it seems to be the only platform that is structured to specifically be configured to meet the marketing needs of those in the banking/mortgage industry and covers everything: print; email; social; single property sites; lead capture apps; and most importantly syncing/updating financial information.
CONSWhen there is an issue it takes a long time to get it resolved. The updates sometimes cause a problem in a different area of the platform and getting information of how it's being resolved can be challenging, making it difficult to update our users on what's going on and when that functionality will work again.
Reason for choosing Total Expert
I don't know.
Jake
Marketing and Advertising, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2022
Always Moving Forward
Total Expert is overall simple to use, especially once you get past year 1. Things start to click in the brain and scenarios start popping in your head and it's very easy to take those ideas and create them. The first year you are there and sometimes feel overwhelmed? That's ok! Their CSM and Customer Support teams are always there to help you! Ive built about 100 different journeys from single follow-up journeys to 40 email complicated journeys with split testing and dynamic content. My CSM was always there for me when I had questions.
PROSFrom creating emails, fliers, or social posts to creating automated campaigns and journeys, Total Expert keeps things organized and easy to use for the common user. It also allows the more advanced users space to create and grow ideas they have. Total Expert continues to improve and are constantly adding to their system.
CONSThe only issue that I have run into is the communication of when something is down or there is a bug. They are getting better at this, but sometimes i feel completely in the dark when there is a server issue or a bug they are working on.
Reason for choosing Total Expert
The ability to customize items per loan officer and allow the loan officer to create their own pieces was a lot easier. Salesforce and Salesforce Marketing Cloud are good, but for the average user, it was not feasible to ask them to understand how it works.
Reasons for switching to Total Expert
The ability to customize items per loan officer and allow the loan officer to create their own pieces was a lot easier. Salesforce and Salesforce Marketing Cloud are good, but for the average user, it was not feasible to ask them to understand how it works.
Katie
Financial Services, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed May 2022
Positive Experience With Total Expert
Total Expert has solved many of our marketing short comings. Their team is always willing to help and work through any challenges. Overall a positive experience.
PROSThe overall product is tailored to the mortgage and finance industry.
CONSFoundational updates can take a while to be enhanced and is not always of focus.
Reason for choosing Total Expert
We already had a foundation and it was an easy transition for the additional functionality needed.
Reasons for switching to Total Expert
It did not allow for easy use. Our LOs found it to difficult to use with our configuration.