The best CRM on the Market!

Publié le 24/10/2018
Sheena C.
Divisional Marketing Director - CRM Trainer
Services financiers, 501-1 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: I love the level of support they offer. It is a huge task to learn a new software solution, but for LO's it is even harder when you're busy with loans. Total Expert has multiple forms of support including the chat function, help videos, guides and help desk. This shows how much they care about YOUR success. After you go live, they do on-site training's, which are awesome. This is something I haven’t seen other companies do. It’s a chance to navigate the platform with the people who are most knowledgeable about it. They want you to ask as many questions as possible and they take time before, throughout and after the training's to answer any questions. Even after implementation, they provide so much support you almost feel like they are a part of YOUR team. You are assigned a Customer Success Manager, which serves as your direct link to Total Expert. You aren’t left out there by yourself calling a 1-800 number or emailing a customer service email when you have issues or questions.

Avantages: Total Expert is actually very easy to use and the UI is simplified compared to a lot of other CRM's. It is 100% mobile friendly so I've shown all my LO's how to get it on their home screen and manage the system from their phones. They are constantly evolving and building on their technology and function as the times change. This ensures they will never become obsolete, they are timeless. They take time to listen to their clients and welcome as much feedback and enhancements as we have to offer.

Inconvénients: Everything I've had issues with in the past have been taken care of or enhanced, so I really don't have any cons at this time.

More than just a great CRM

Publié le 24/10/2018
Kim L.
Marketing Support Director
Services financiers, 1 001-5 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: We've had an excellent experience with Total Expert and view them as partners in the success of our company. They are always looking for ways to stay ahead of the competition with their technology and features to give our teams the advantage in the markets we serve.

Avantages: Having been an admin for several CRMs, I find Total Expert the most intuitive and easy for our Loan Officers to learn and adopt into their daily routines. There are so may tools available to help them grow their businesses, so any mortgage pro can find features that are the best fit for them. The support teams and our Customer Success Manager, Mike, are always available and quick to respond.

Inconvénients: Currently there isn't a way for us to directly upload marketing assets (flyers) ourselves so we wait a little longer than we prefer to get them live and out to our team, but I understand there is an enhancement coming soon that will fi this. Also looking forward to the enhancements coming that will make building custom emails a little easier for those of us that don't know html code.

Total Expert Marketing and CRM Platform Review

Publié le 17/10/2018
Austin J.
Marketing Field Manager
Services financiers, 201-500 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
3 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Overall I feel that our team has been able to maximize our efforts with this platform and really improve our realtor/referral partner relationships. By offering so much value in becoming our co-marketing partner we have increased our referrals a good bit. I also really enjoy our customer Representative and his support level he provides to our staff.

Avantages: I think the software is a great asset to enhance and develop LO realtor relationships which is a huge part of growing any Loan Officer's business. I like the EDDM Function, Single Property Websites, Lead Capture Applications and think these are all great. I also like the Auto-Campaign features of being able to stay in touch with a database proactively with a set it and forget it ease of use.

Inconvénients: I believe there could be some adaptations to enable video drip campaigns or have a video library built out in the future, but otherwise I'm pleased with the system overall. The one aspect I would like to see improved is for Drip Campaigns to be more automated in removing a recipient if their status changes from lead to an actual borrower.

Great Enterprise Support

Publié le 17/10/2018
Utilisateur vérifié
Director of Integration and Branch Technology
Services financiers, 1 001-5 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: It has been great and the ability to phase into LO accounts and troubleshoot problems for them is a huge advantage. Being able to see exactly what they see allows the admin level to support them in a more efficient way.

Avantages: The user interface is very easy to navigate and simple to use which is key for LOs. The Customer support that we receive is second to none. Our Customer Success Managers have always gotten us quick responses and consistently see things through to conclusion.

Inconvénients: Keeping up with all of the enhancements can be challenging at times, yet they are creating integration after integration which ultimately benefits the client.

Excellent Technology

Publié le 18/10/2018
Lori D.
Director, SVP Mortgage
Services financiers, 501-1 000 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Excellent experience.

Avantages: The marketing materials, single page property feature, ability to co-market seamlessly with real estate agents and the streamlined way of managing all marketing materials to meet Respa guidelines.

Inconvénients: The technology continues to evolve. There are additional items that can be added but the team is working diligently to continue to enhance which is beneficial.

Lots to look forward to

Publié le 31/10/2018
Utilisateur vérifié
Corporate Marketing Director
Services financiers, 51-200 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
4/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: A one-stop marketing operations platform that combines a digital and print marketing library, approval workflows and intelligent CRM. It allows us to provide our co-marketing partners with more resources and benefits than simply our great mortgage process alone.

Avantages: The scalability and segmentation of our marketing materials is huge for us as we continue to grow. The UI is clean and easy to use and constant enhancements gives me peace about our 3-year contract.

Inconvénients: The technology is still lagging behind a few other competitors, and the turnaround on long-term integrations can be very slow. There are some great improvements on their roadmap, but they seem to be constantly pushed back from original timeframes that are communicated to customers.

Total Expert - Our Journey with a new MOS

Publié le 18/10/2018
Jelaire G.
Marketing Manager
Services financiers, 51-200 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
3 / 5
Facilité d'utilisation
3 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Overall, we have had a fantastic experience with the system. Our customer service rep Allison, is our Champion. She will always go to bat for us and I know we are in good hands. I genuinely look forward to our phone calls every week as we solve the "worlds" problems!

Avantages: The customer service is by far the best I have experienced!

Inconvénients: How it maps with Encompass. I find that this is not user friendly and there is a lot of miscommunication. I do wish this was better.

Fabulous technology and very easy to use!

Publié le 07/06/2019
Deirdre R.
Marketing Manager
Services financiers, 201-500 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: Single property websites and lead capture apps are amazing and generate real time leads and contacts to begin marketing to with just a couple of button clicks!

Inconvénients: Requested changes seem to take a bit longer than expected.

Love the customization, but would like a more simplified interface.

Publié le 28/05/2019
Chelsea V.
Marketing Manager
Services financiers, 501-1 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
3 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: I like that TE allows me to customize a lot of things! They are great with listening to my ideas and implementing them when possible.

Inconvénients: The user interface is difficult for our sales team and RE agents to learn. They say that there are too many steps. It's not a program that they can pick up right away, it takes them lots of time and practice to get it down.

Great CRM for Mortgage Professionals!

Publié le 02/11/2018
Utilisateur vérifié
Compliance Analyst
Services financiers, 1 001-5 000 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
3 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: My company utilizes it as our CRM for our production team. The response in general has been great since we made the switch less than a year ago.

Avantages: This is a great way to manage your customer database and keep in contact with your referral partners. It can integrate with your loan operating system without requiring you to export and import your contacts. From there, you can send marketing information, blast emails, newsletter, etc.

Inconvénients: It's hard to get customer support on the phone for immediate assistance when encountering errors.

Success is contagious! Win with Total Expert!

Publié le 28/10/2018
Karla C.
VP Product Engagement
Services financiers, 5 001-10 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: A dynamic platform providing opportunities to refine best practices. Simple solutions that work in concert with your marketing strategy.

Avantages: Offers solutions for our sales teams to be in touch with their valued clients and referral partners. Customer service is also key and the Total Expert team offers expert advice.

Inconvénients: It's all good! Simple and sophisticated technology.

Great Marketing System | CRM is getting better each day

Publié le 24/10/2018
Joey S.
Marketing Specialist
Services financiers, 5 001-10 000 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: Very easy to use. MLS integration and digital lead capture works wonders

Inconvénients: CRM and reporting is in development but isn't quite there in terms of customization and operational needs

An Excellent CRM

Publié le 23/10/2018
Utilisateur vérifié
Vice President
Services financiers, 51-200 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: We changed our CRM do to a lack of customer service, customization, and integration with our internal systems. I believe that these issues have been addressed and mitigated by using the Total Expert solution.

Avantages: While this is not a comment about the actual software, the Integration team and the customer support are what really make this product so great. I appreciate the responsiveness of the team and the ability to provide solutions or be willing to entertain any solutions presented to them. As for the actual product, it has a clean look and one you know your way around the product it is easy to navigate and use.

Inconvénients: I feel that there is a limited selection of post-closing gifts available, but the company has a road map and plans to address this issue. They have provide interim solutions which seem to work.

Customer Service Team

Publié le 23/10/2018
Jenni F.
Marketing Coordinator
Banque, 201-500 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
5 / 5
Facilité d'utilisation
3 / 5
Fonctionnalités
4 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Overall, Total Expert is an easy to use software and the Total Expert team is easy to work with and eager to please.

Avantages: The Total Expert software is very easy to understand and easy to use!

Inconvénients: The Total Expert software seems to lack a few capabilities that would seem to be standard in this type of CRM.

Multifaceted Platform

Publié le 17/10/2018
Emma G.
Customer Excellence Manager
Services financiers, 501-1 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Total Expert is a great company to work with. They understand our needs and provide solutions to help our business grow and be managed more efficiently.

Avantages: I like the ease of use of this product, and the clean design.

Inconvénients: Some of the admin features are not as intuitive as I would like.

Great customer involvement

Publié le 31/10/2018
Chris S.
SVP
Services financiers, 1 001-5 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: They want to help us grow our business.

Avantages: Total Expert does a great job supporting us and our business initiatives. They take a deep interest in our goals and how they can help us achieve them.

Inconvénients: Just like the ask of any tech vendor is to move fast.

Dynamic Platform and Innovative Company

Publié le 07/06/2019
Utilisateur vérifié
Director of Marketing Operatons
Services financiers, 1 001-5 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: Ability to tie in multiple marketing mediums to one platform - things ranging from Print, Social, Websites, Email, SMS, Direct Mail, etc.

Inconvénients: Ability to manage contacts and database has room for improvement.

Total Expert Makes our LO's Life Easier!

Publié le 28/05/2019
Nicole H.
Marketing Director
Services financiers, 51-200 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: It's simple and easy to explain. Any age can get the hang of Total Expert - it's all our marketing materials in one spot!

Inconvénients: The one flaw in a marketing position is the amount of time it takes to get a flyer uploaded to a system. Some programs are immediate and our LO's want them quickly. (But I know they are working on speeding that process up)

First Tool You Should Invest In

Publié le 18/10/2018
Tod B.
Founder
Immobilier, 1 001-5 000 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Industry best customer service. Having live chat means my team isn't busy handling TE-related questions nearly as much. Training has been off the charts. If you don't have great training, you don't have great adoption, which means you're wasting money and resources. TE bends over backwards to provide ongoing training as well as solid training videos that are short and to the point.

Avantages: It's rare for a vendor to ace multiple, divergent functionalities. TE does this by providing both a TRUE CRM and a robust marketing platform that leverages this CRM.

Inconvénients: My only request has been better integration of marketing materials into the email component of the CRM. TE is working on this and the new 'Journeys' functionality that they are showing me this week looks amazing.

A Marketing Powerhouse

Publié le 17/10/2018
Utilisateur vérifié
Director of Marketing
Services financiers, 201-500 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: So far, it has been a great experience. The customer support is phenomenal with this company. They jump on all issues right away and try to resolve them promptly.

Avantages: This software is great for co-marketing with realtors. The property listing web pages are beautiful and versatile. The Open House sign in sheets are very useful and provide a great way for both the realtor and the LO to keep in touch with all of those potential buyers/borrowers. There are also a plethora of print pieces that can be co-branded and mailed or printed.

Inconvénients: It's not a simple process to upload your own artwork and designs. There are some features that the product does not currently offer that I would like to have.

Marketing Coordinator

Publié le 23/10/2018
Tyna P.
Marketing Coordinator
Banque, 51-200 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
4/5
Note globale
2 / 5
Facilité d'utilisation
3 / 5
Fonctionnalités
5 / 5
Support client
3 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: It has a steep learning curve

Avantages: It's ability to reach a ton of customers and being able to schedule everything out

Inconvénients: Every action takes at least 10 steps. There is no master library to upload images to and then pull them into the desired action; web marketing, email etc...

Total Expert

Publié le 18/10/2018
Utilisateur vérifié
Marketing Associate/Graphic Designer
Services financiers, 51-200 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: I like how I can manage everything from the one crm software. I can manage emails, auto campaigns, social media, and print marketing all from one source.

Inconvénients: Sometimes it's hard to get the platform to do exactly what you want.

Amazing company!

Publié le 18/10/2018
Utilisateur vérifié
Marketing Assistant
Services financiers, 501-1 000 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: I love this company and this product. We work with the every day and they are top notch!

Avantages: The best think about TE is ease of use.

Inconvénients: I would love to see more training webinars.

Excellent Choice

Publié le 29/10/2018
Maria B.
Vice President Marketing
Services financiers, 51-200 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: An absolutely pleasure!

Avantages: Total Expert is incredibly innovative. There is not another platform out there that offers the same type of features and technology. Perfect for the mortgage professional seeking to take their career to the next level.

Inconvénients: I have not found one thing I would change about the Total Expert technology. Plus if they don't have something now... I'm not worried about it! They have already thought of it and have it on their road map for future release.

Great Software!

Publié le 22/10/2018
Luis G.
Marketing Coordinator
Services financiers, 10 001+ employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: Always implementing new features and very user friendly.

Inconvénients: Recently changed to new chat service that can be optimized.