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The Mortgage Office vs Total Expert
User Ratings & Reviews
Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.
Ease-of-Use
4.7 / 5
4.1 / 5
Value for Money
4.7 / 5
4.3 / 5
Customer Support
4.8 / 5
4.5 / 5
Functionality
4.7 / 5
4 / 5
Last Review Written
January 29, 2025
December 20, 2023
Pros/Cons
Pros
- We have been working as the payment provider for over 9 years. They are a great partner and we love that they, like Usio strive for excellence and to delight their customers.
- Overall experience is outstanding. Once you learn the system's features and benefits, it can make your daily origination and servicing needs effortless.
- It was designed for mortgage people who want to save time and money. It is a dependable and flexible system supported by a staff of caring and thoughtful people.
Cons
- I am a heavy user of the construction module, and there are no options for training in this module which seems odd to me. We went to the training in CA.
- Did not work as smoothly and statement to the borrower is confusing. The servicing fee is listed as "insurance" instead of servicing fee.
- Lack of convenience of compiling loan documents to be emailed directly to notaries.
Pros
- I appreciate the responsiveness of the team and the ability to provide solutions or be willing to entertain any solutions presented to them.
- 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.
- Once you figure out how to use it, you can create very professional marketing pieces with just a few clicks. This is the most outstanding aspect of it.
Cons
- I work out of this platform 75% of every day, so I find every error in the system. Some days I find that every tab I open has some sort of error that I need to address with support.
- There are too many steps for creating a social post. It is way too difficult and confusing for our LO's.
- As of right now, I have yet to have a negative experience with the platform.
Pricing
Pricing Range
$
$
$
$
$
$
$
$
$
$
Product Demo & Screenshots
Product Demo
N/A
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Advisor Recommendations & User Awards
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Advisor Recommendations
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Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
