Mortgage Industry CRM
What do you like best about the product?
Total Expert has been a great partner for the past several years. They have done their best to assist us with a recent data issue. Jon, Abby, Nicole and Dan have been very helpful.
What do you dislike about the product?
There are some opportunities for growth and change but they are open to their clients suggestions. Because we have a prioprietary LOS it is challenging to send data thru the API. We have a manual process for monthly servicing updates due to change of loan ownership. The email tool could also be better, also for videos and allow you to create an email and schedule it for later.
What problems is the product solving and how is that benefiting you?
We use Total Expert for both Retail and Wholesale. Wholesale uses it primarily for email campaigns and Retail uses it for marketing autmation.
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