par Total Expert
Pour qui ?
Professionnels bancaires et hypothécaires.
Notes moyennes27 avis
- Note globale 4.5 / 5
- Facilité d'utilisation 4 / 5
- Service client 4.5 / 5
- Fonctionnalités 4 / 5
- Rapport qualité-prix 4.5 / 5
Informations sur le produit
- Version gratuite Oui
Cloud, SaaS, web
Formation en ligne en direct
Support en horaire de bureau
Informations sur l'éditeur
- Total Expert
- Fondé en 2012
En savoir plus sur Total Expert
Total Expert est un logiciel de gestion financière, précurseur en matière de système d'exploitation marketing (Marketing Operating System, MOS) moderne pour l'entreprise. Il permet aux sociétés de prêt et de services financiers de se forger une clientèle en alliant relations humaines et simplicité du numérique. Cette solution dynamise le marketing et soutient la croissance des revenus à hauteur de 10 % des 2 000 milliards de dollars par an du secteur hypothécaire aux États-Unis. Elle permet également aux banques et aux prêteurs de devancer les attentes des consommateurs en matière de communication, de consommation et de gestion de leur vie financière à l'ère numérique/réseau social.
Total Expert - Fonctionnalités
- Gestion de site web
- Gestion des biens
- Gestion des calendriers
- Gestion des commissions
- Gestion des contacts
- Gestion des documents
- Gestion des leads
- Gestion des listings
- Mise en correspondance des clients et des biens
- e-mail marketing
Avis les plus utiles sur Total Expert
Publié le 24/10/2018
The best CRM on the Market!
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.
Publié le 24/10/2018
More than just a great CRM
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.
Publié le 17/10/2018
Total Expert Marketing and CRM Platform Review
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.
Publié le 17/10/2018
Great Enterprise Support
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.
Publié le 18/10/2018
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.