Sold by: Total ExpertÂ
Vendor Insights
Total Expert is the leading fintech software company that delivers customer engagement platform for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, insurance brokers, and other financial services firms.
Sold by: Total ExpertÂ
Overview
Total Expert offers the only purpose-built, customer engagement platform designed for modern banks, lenders, credit unions, insurance brokers, and other financial services firms. We empower financial institutions to deliver the perfect mix of human and digital engagement. With our intelligent automation engine, it is easy to deepen relationships with each customer.
Highlights
- Purpose Built Customer Engagement Platform
- Intelligent Marketing Automation
- Compliance for Financial Services
Details
Features and programs
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Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on contract duration. You pay upfront or in installments according to your contract terms with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Dimension | Description | Cost/12 months |
|---|---|---|
Seat | 50 Users ($125/user/mo) | $75,000.00 |
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Delivery details
Software as a Service (SaaS)
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Customer reviews
Cole C.
The WINS i've seen and had with TotalExpert.
Reviewed on Feb 11, 2025
Review provided by G2
What do you like best about the product?
The journey bulilding is top notch and the easiest i've ever used. I'd also like to shoutout all the representatives that work with everyone. I use this platform every day and when I have questions the response is always same day. I also love how easy the import and campaign builders are. This was one of the first implimentation and integration that I was a part of and it was a breeze!
What do you dislike about the product?
The only thing I would like for TotalExpert to include is an easier way to look at report results. For example, when I send a campaign I wish I could easily click to see who didnt open the email, so I can easily target them for a second go around. I know a work around would be to build a journey, but we use multiple small campains within a month and it would be great to easily see reports of contacts who have and have not interacted with an email.
What problems is the product solving and how is that benefiting you?
Again, the journey building is a breeze and I love how easy it is to build a journey as well as have all the pre-built journeys too. Another favorite feature is the automatic connection with our Core.
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Brian M.
Senior VP, Director of Sales and Marketing
Reviewed on Jan 20, 2025
Review provided by G2
What do you like best about the product?
Total Expert is a true marketing operating system. Total Expert puts real time information in front of mortgage loan officers that helps them grow and develop thier business!
What do you dislike about the product?
At times, some integrations are not as robust as TE and third parties tout.
What problems is the product solving and how is that benefiting you?
Total Expert allows us to automate our communication with our current and past clients as well as seemlessly communicate and update them.
Kyle C.
Can there be a Total Expert? The answer is YES.
Reviewed on Jan 14, 2025
Review provided by G2
What do you like best about the product?
The out of the box functionality and the ability to integrate with almost anything. This allows us to create hyper-focused hyper-customized and in depth lifecycle marketing for our clients and LO prospects.
What do you dislike about the product?
Downside is that you can't easily filter co-borrowers in our out and that the Loans tab and Contacts tab don't necesarily speak to one another. Some of the filters you run in the loans tab only work in the loans tab and vice versa.
What problems is the product solving and how is that benefiting you?
Being able to inteligently send the right message to the right person at the right time. This allows us to hyper-focus, hyper-customize and our life cycle marketing and be in communication with our leads and clients no matter where they are in their lifecyle journey.
Scott K.
The GOLD standard in a mortgage CRM and marketing platform
Reviewed on Nov 18, 2024
Review provided by G2
What do you like best about the product?
Total Expert has a wonderful UX that makes it easy for loan officers to use. Their journey functionality is the absolute best for multi platform campaigns and full automation. Their customer support is top notch, whether you are using the online chat or submitting a ticket. Total Expert moving into the world of customer intelligence has not only saved us money from using a third party platform, but has also helped increase loan volume as well. They keep striving to add and improve the platform, and they are really good at listening to their clients,
What do you dislike about the product?
When new things come out there often is always a cost and an SOW involved, and even for the most minor adjustments to certain things, the requirement to purchase development hours can be cost prohibitive, meaning many lenders need to get things right the first time during implementation.
What problems is the product solving and how is that benefiting you?
Total Expert has provided our company with nearly full marketing communication automation as well as a marketing platform. It puts our loan officers in the driver's seat when it comes to marketing - they do not have to wait for our team to generate or produce a flyer. It also positions our loan officers as valuable partners to real estate agents because agents are able to access the marketing tools within the platform as well.
Megan G.
BIG FAN!
Reviewed on Nov 13, 2024
Review provided by G2
What do you like best about the product?
User interface, complexity in the sense that you all thought of everything, user friendly, support offered, integrations available,
What do you dislike about the product?
reporting. I wish reporting was more robust. We'd especially like to be able to report on attirubtion for loans in regard to CI.
What problems is the product solving and how is that benefiting you?
Mass marketing, CI, database management, marketing library