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Company Making Moves
What do you like best about the product?
They are all about their relationships with their customers. Working on enhancements to expand on functionality. They want to be the best in the industry and are always looking for feedback to do so.
What do you dislike about the product?
There are so many good ideas and so many moving pieces that there can be a delay in receiving new features and enhancements. They are gowing at such a rate they need more support.
What problems is the product solving and how is that benefiting you?
Reaching the customer at the right time. Making sure we are being smart with our marketing and communication for the best representation of our company and solving the needs for our customers.
Recommendations to others considering the product:
Make sure you are organized before transitioning into the platform.
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Journey of Shared Success
What do you like best about the product?
Their commitment to our success. We hold shared values as an organization. The importance of relationship building and ongoing support.
What do you dislike about the product?
Have no experienced downfalls. Even if there may be something that could use enhancing, Total Expert is committed to development and listening to their customers.
What problems is the product solving and how is that benefiting you?
Being more intentional and consistent with customer communications and interactions. With such a heavy digital focus, still giving the best possible personal experience.
Recommendations to others considering the product:
Set yourself up for success hav e a strong internal team and strategy of what your expectations are.
Total Expert is a wonderful CRM system!
What do you like best about the product?
Total Expert is a wonderful CRM system that encompasses all of the necessary tools for one to succeed with their business. It's very user-friendly and easy to navigate. The tools are so easily accessible and make it so mainstream.
What do you dislike about the product?
There are a few things I would change, but very minor like the image library not being able to select multiple to remove.
What problems is the product solving and how is that benefiting you?
Solving some template problems on our end to make things more efficient for our loan officers and the benefits are that each loan officer stays on top of their clients with little to no work.
‘“GONNA LEAD THE MARKET”
What do you like best about the product?
It’s really easy to use tool, you can easily get in touch with your agents and It’s help me alot. I don’t use different type of tools when i have TOTAL EXPERT. It is giving me good experience. The best thing i love about is Customization. I mean in every perspective i am loving to use it. Through this tool i can get in touch with my clients in seconds.
What do you dislike about the product?
Although i am satisfy by it, but still i have little complaints as user, if having an issue then support system does lack sometimws which make me frustrated, i am sure Total EXPERT would be looking into it but still they have to solve it as soon as possible.
What problems is the product solving and how is that benefiting you?
It’s totally amazing and i own it, mark my words It’s gonna lead the market in their own category. I will also say, it’s a huge system it takes your bit more time and brain to understand, but once you’ll understand it will not gonna disappoint you.
Great CRM For Mortgage Professionals
What do you like best about the product?
I like the large amounts of engagement resources available to Admins and the support that we have available to us. Other CRM platforms that I've worked with are not as helpful in this aspect or charge loads extra for it.
What do you dislike about the product?
System UI and UX can be a bit overwhelming for end users that aren't "techy" or experienced in using CRM's - not an issue with proper training.
Personally, I'd like to see improvements in Single Property Sites. They should be dynamic enough to update on their own based on status in MLS (active, pending, sold, etc. ).
The inability to make custom forms and landing pages within TE is a bit disappointing and a product gap when compared to other CRMs. This gap can be filled through integrations with other platforms, but that is not ideal.
This may be possible and I don't know how but I don't believe there is any way to download a PDF "handbook" of a journey. In other CRMs, you can download an entire workflow/campaign in a visually appealing PDF handbook that helps you better visualize the campaign and what goes out and when.
Personally, I'd like to see improvements in Single Property Sites. They should be dynamic enough to update on their own based on status in MLS (active, pending, sold, etc. ).
The inability to make custom forms and landing pages within TE is a bit disappointing and a product gap when compared to other CRMs. This gap can be filled through integrations with other platforms, but that is not ideal.
This may be possible and I don't know how but I don't believe there is any way to download a PDF "handbook" of a journey. In other CRMs, you can download an entire workflow/campaign in a visually appealing PDF handbook that helps you better visualize the campaign and what goes out and when.
What problems is the product solving and how is that benefiting you?
We are focusing on lead follow-up automation through various journeys and lead capture apps. TE has enabled to have consistent automated touch-points that keep our originators top of mind without them having to dedicate a significant amount of time to it.
Recommendations to others considering the product:
Get a dedicated person or even a team at your company that manages your CRM. You will see much better utilization and ROI if you do so.
Total Expert has been a great source for our Team
What do you like best about the product?
The thing I like best is being able to keep track of notes and exchanges with our customers.
What do you dislike about the product?
Not being able to stay logged in the entire day. If you go to another application, after so long, it logs you out.
What problems is the product solving and how is that benefiting you?
Being able to follow up with customers in a timely manner
Recommendations to others considering the product:
N/A
Total Expert works great for all users from beginners to advanced users
What do you like best about the product?
Total Expert empowers both users and admins to take control of their marketing and encourages them to implement more advanced strategies that are supported with training resources and live support.
What do you dislike about the product?
There isn't much to dislike with Total Expert, they are constantly improving and gathering feedback on how to make the platform better for all users. If you can explain why it's an issue, Total Expert will work with you to find a solution that works.
What problems is the product solving and how is that benefiting you?
One of the biggest problems we face with marketing is time. The easiest way to help our users is to automate as much as we can for them while maintaining a personal approach.
Recommendations to others considering the product:
I highly recommend Total Expert. If you are still trying to decide, I would jump into a webinar or request a demo. Total Expert is always improving and adding new features to make the platform even better.
A streamlined CRM system with a bright future.
What do you like best about the product?
Dealing with primarily content, the support and turn-around time we get on any issues that arise is typically very quick and helpful. Templates are easy to share and edit. They are also constantly pushing new updates to add new features and optimize current content.
What do you dislike about the product?
The new email builder is missing some core elements that we need. We cannot lock snippets/code-blocks, which would be helpful for things like signatures and disclaimers. We would also like to see some ways to limit the colors that users can use in the builder (we'd like them to be limited to brand colors).
What problems is the product solving and how is that benefiting you?
We are constantly pushing the limits of what's possible with Total Expert and so far we have streamlined our process of adding new content and getting that content to our users. We are currently reworking how things are cataloged using Total Expert's folder and tag system.
Great platform!
What do you like best about the product?
It's very user-friendly & our not-so-tech-savvy Loan officers love it. Also, it is straightforward for admins to set permissions for different marketing pieces easily.
What do you dislike about the product?
There currently isn't a way for admins to view all contacts in the database easily for all users. We now have to individually go into each user's account to see their contacts, which means we cannot see overall who has overlapping contacts.
What problems is the product solving and how is that benefiting you?
We are solving for customer retention & lead management. We needed an all in one platform for our sales team to assist with productivity + also make it easy for them to quickly manage their database.
Marketing In Todays Remote World
What do you like best about the product?
For me, I love that Total Expert has so many integrations and is our sales teams go-to for all things marketing!
What do you dislike about the product?
No dislike just get excited everytime a new release comes out - the more the system can do, the better.
What problems is the product solving and how is that benefiting you?
Automation and customization have been a huge asset to our sales teams and our marketing dept.
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