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Total expert is a pretty interesting and evolving solution
What do you like best about the product?
It provides a finance specific data model right out of the gate. It's unlike the other marketing and crm platforms where you need to build your own data model.
What do you dislike about the product?
There's not as much extensibility through code when the existing features don't hit the mark.
What problems is the product solving and how is that benefiting you?
Communicating with customers at the right time.
Recommendations to others considering the product:
Try to work within the best practices that total expert provides.
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So many capabilities
What do you like best about the product?
The ability to automate and help drive sales through our marketing campaigns.
What do you dislike about the product?
There is so much that can be done on the system that it can be overwhelming at times but it's great once you learn them!
What problems is the product solving and how is that benefiting you?
Bringing in custom fields to fit our business needs
Managing Director of Marketing
What do you like best about the product?
Total Expert is a great tool that brings sales and marketing together adding value to the bottom line.
What do you dislike about the product?
Total Expert is working hard to grow and expand its offering, but there has been lots of staffing changes that has causeed us disruption.
What problems is the product solving and how is that benefiting you?
Total Expert has helped us manage our growth through the use of innovation.
Forward Thinking
What do you like best about the product?
Total Expert constantly innovates their services and provides a futuristic experience to our customers.
What do you dislike about the product?
Needs more training on content creation.
What problems is the product solving and how is that benefiting you?
Following up with potential borrows and cross selling between mortgage and banking clients.
TE Knocks It Out Of The Park
What do you like best about the product?
When you work work with TE, you always feel like you have an advocate on your side. Always available to listen, always up for the challenge. You feel heard.
What do you dislike about the product?
We always wish things moved faster or that our problems were solved - we know it's not always that easy but it can be hard to grow when the platform feels like it is not.
What problems is the product solving and how is that benefiting you?
We are always looking to solve for bettering our relationships with our agents and clients through the journey. Always looking for ways to leverage our databases and TE provides great solutions to both of these.
Accelerated Marketing
What do you like best about the product?
All of the marketing is accelerated to the next level and looking around the curve towards the future!
What do you dislike about the product?
Can be overwhelming at first getting ready for launch
What problems is the product solving and how is that benefiting you?
Mortgage first CRM
Total Expert changed the game
What do you like best about the product?
Total expert is a one stop shop for our independent mortgage broker company. It has made contact with the consumer a breeze.
What do you dislike about the product?
The adoption of certain features are low and the help or advice is minimal. We would like more suggestions based on case studies and what other companies are doing successfully
What problems is the product solving and how is that benefiting you?
Communication.
The milestone emails are a favorite feature
The milestone emails are a favorite feature
Highly recommend!
What do you like best about the product?
Love all of the capabilities Total Expert offers for our team.
What do you dislike about the product?
Struggling to get our users to adopt it.
What problems is the product solving and how is that benefiting you?
Providing our customers with the regular updates they want to know on an automated basis.
Robust platform
What do you like best about the product?
Customer journeys will be key to automation.
What do you dislike about the product?
We are brand new to TE....so far so good!
What problems is the product solving and how is that benefiting you?
Faster customer automation creating referrals and long lasting relationships.
Total Expert a Good Fit for the Majority of Loan Officers
What do you like best about the product?
The overal ease of use for our sales folks. We have found that it is a good fit for the majority.
What do you dislike about the product?
It has been hard to accept all of the added costs, including APIs that don't come with the expected integrations.
What problems is the product solving and how is that benefiting you?
We are managing and driving increased engagement, as well as offering partner benefits.
Recommendations to others considering the product:
Do as much as you can for the Loan Officer - if you wait for them to implement and deploy, it will delay results.
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