
In Partnership With SelectHub

What is Total Expert?
Total Expert is an experience platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their financial goals. Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industry-specific data and applications to deliver a cohesive experience across the customer lifecycle.
Company Details
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In Partnership With SelectHub
Total Expert Ratings
Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard
to access more information on Total Expert.
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
81 Likeliness to Recommend
88 Plan to Renew
63 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
- Product Experience:
- 75%
- Negotiation and Contract:
- 73%
- Conflict Resolution:
- 77%
- Strategy & Innovation:
- 73%
- Service Experience:
- 77%
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
+74 Net Emotional Footprint
The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.
How much do users love Total Expert?
Pros
- Caring
- Respectful
- Client Friendly Policies
- Fair
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Customer Journey Modelling
Mobile Marketing Management
Marketing Project Management
Email Marketing Automation
Marketing Asset Management
Marketing Analytics
Multivariant Testing
Social Media Marketing Management
Vendor Capability Ratings
Ease of Implementation
Quality of Features
Usability and Intuitiveness
Ease of Customization
Breadth of Features
Ease of Data Integration
Availability and Quality of Training
Business Value Created
Vendor Support
Product Strategy and Rate of Improvement
Ease of IT Administration
Total Expert Reviews
Lauri S.
- Role: Sales Marketing
- Industry: Finance
- Involvement: Business Leader or Manager
Submitted Sep 2022
Great marketing operations system, but a few bugs
Likeliness to Recommend
What differentiates Total Expert from other similar products?
They have a more robust functionality and a cleaner user interface.
What is your favorite aspect of this product?
It is extremely agile to fit nearly any journey conditions you could want to built into an automated customer workflow.
What do you dislike most about this product?
They charge you for many of the new modules they're adding and their integration support isn't very helpful when something goes wrong.
What recommendations would you give to someone considering this product?
If you're looking for a platform that is very adaptable to your customer workflows in mortgage, this is it! If you have a team that is able to build out a content library and you want to completely customize your CRM/MOS, Total Expert can check a lot of your boxes!
Pros
- Performance Enhancing
- Unique Features
- Respectful
- Friendly Negotiation
Cons
- Less Efficient Service
- Less Effective Service
- Wastes Time
Please tell us why you think this review should be flagged.
Ramzy J.
- Role: Information Technology
- Industry: Technology
- Involvement: End User of Application
Submitted Aug 2022
Total expert is a well-known CRM.
Likeliness to Recommend
What differentiates Total Expert from other similar products?
The ability to customize everything. We can build so much that is company-specific, that permits us to keep everything on brand. At a similar time, we can utilize their custom content and customize that as well. We ne’er run out of options. I prefer the big amounts of engagement resources offered to Admins and also the support that we’ve available to us. Alternative CRM platforms that I’ve worked with don’t seem to be as useful on this side or charge loads extra for it.
What is your favorite aspect of this product?
I like the ease of use and how in-depth total skill is. They have created it incredibly simple to communicate with shoppers through journies and email marketing. I conjointly relish that we can transmit print items directly through the system. With their seamless integration with LQB, our clients can have fastly updated profiles.
What do you dislike most about this product?
NOTHING! There’s nothing that I dislike, perhaps the cost, however, after you see what Total expert can do you understand the price and it’s utterly justified! There’s nothing this CRM can’t do! And that they are adding additional each day! I get excited about the releases.
What recommendations would you give to someone considering this product?
I like that journeys can be customized to your wants and what your borrower’s needs are. Focus view helps our team keep targeted day to day on the foremost necessary tasks at hand. I like to recommend it to others.
Pros
- Helps Innovate
- Reliable
- Trustworthy
- Unique Features
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Romi M.
- Role: C-Level
- Industry: Technology
- Involvement: Business Leader or Manager
Submitted Jul 2022
Super intuitve and very useful
Likeliness to Recommend
What differentiates Total Expert from other similar products?
Built for real estate
What is your favorite aspect of this product?
Intuitive and easy to get started
What do you dislike most about this product?
Lots of areas that can be improved including customer journey mapping
What recommendations would you give to someone considering this product?
Start and see
Pros
- Performance Enhancing
- Trustworthy
- Client Friendly Policies
- Generous Negotitation
Please tell us why you think this review should be flagged.
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