Total Expert

Marketing automation tool for financial services industry

About Total Expert

Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform. Administrators can automate workflows to handle assets across the customer lifecycle, use email templates to ensure brand consistency, and manage marketing campaigns.

Total Expert allows enterprises to collaborate with business partners and manage printed assets such as postcards, brochures, flyers, and Every Door Direct Mail (EDDM). Organizations can capture leads, publish or share posts, create, manage, and track social media marketing campaigns, and use the reporting hub to monitor customer engagement rates. Managers can send bulk messages to targeted audiences, secure business data by configuring access permissions for assets and utilize the search functionality to retrieve relevant information from the partner database. Team members can also build various landing pages for loan applications and property or house registrations to streamline customer acquisition processes.

Total Expert helps organizations ensure compliance across assets by maintaining audit trails, providing access to staff members, automating workflows, and handling approval processes for marketing content. It enables businesses to store customer information, such as call notes or communication history in a centralized repository, and utilize the drag-and-drop interface to create or visualize marketing campaigns. The software also facilitates integration with various third-party systems such as Facebook, LinkedIn, and more.

Devices

Business size

S M L

Images

Total Expert contacts
Total Expert focused view
Total Expert focused view builder
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Total Expert video
Total Expert screenshot: Total Expert contacts Total Expert screenshot: Total Expert focused view Total Expert screenshot: Total Expert focused view builder

Features

Total features of Total Expert: 39

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Calendar Management
  • Campaign Management
  • Client Management
  • Commission Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Customizable Templates
  • Customization
  • Data Visualization
  • Drag & Drop
  • Email Marketing
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Listing Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Property Management
  • Recruitment Management
  • SMS Marketing Managment
  • Search/Filter
  • Social Media Integration
  • Social Promotion
  • Template Management
  • Third Party Integrations
  • Website Management
  • Workflow Management

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Reviews

Overall rating

4,3 /5
(28)
Value for Money
4,3/5
Features
4/5
Ease of Use
4,1/5
Customer Support
4,6/5

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Showing 5 reviews of 28
Sheena C.
Overall rating
  • Industry: Financial Services
  • Company size: 501-1 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The best CRM on the Market!

Reviewed on 2018/10/24

I love the level of support they offer. It is a huge task to learn a new software solution, but for...

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.

Pros

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.

Cons

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.

Kim L.
Overall rating
  • Industry: Financial Services
  • Company size: 1 001-5 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

More than just a great CRM

Reviewed on 2018/10/24

We've had an excellent experience with Total Expert and view them as partners in the success of our...

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.

Pros

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.

Cons

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.

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

This might be a good product if you want to put everyone on a drip campaign.

Reviewed on 2017/11/20

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Pros

It's integrated with BombBomb which we like. Other than seeing the open rate of our BombBomb videos, we haven't found much use for Total Expert.

Cons

It does not support any front end lead management. Yes, great that you can put every contact on some drip marketing campaign, but Total Expert does nothing to support prospect management before a prospect converts into a loan. Once a prospect becomes a loan, Encompass handles all the rest. To use Total Expert, one must spoon feed data into it, and manually remove duplicates! This application has forced me back into using Excel to keep track of prospects! The answers from the help desk and sales reps have been utterly useless. The help desk isn't even sure how to use the product.

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 1 001-5 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Enterprise Support

Reviewed on 2018/10/17

It has been great and the ability to phase into LO accounts and troubleshoot problems for them is a...

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.

Pros

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.

Cons

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

Cindy T.
Overall rating
  • Industry: Financial Services
  • Company size: 501-1 000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

It's great at what it does but hard to use

Reviewed on 2020/07/03

Love-hate. It takes forever to figure something out and then figure out the shortcuts. It does...

Love-hate. It takes forever to figure something out and then figure out the shortcuts. It does provide some great materials once you do figure it out. It just takes a lot of man hours, which is unfortunate.

Pros

Once you figure out how to use it, you can create very professional marketing pieces with just a few clicks. This is the most outstanding aspect of it. It's very helpful to have the chat function with a live person to provide help.

Cons

You have to go through all kinds of complicated permissions to create co-branded materials. You're very limited in the ability to edit photos and have to reach out to support for assistance. It is not always intuitive, and there are not readily available job aids to tell you how to do things. It's complicated.

Showing 5 reviews of 28 Read all reviews

Total Expert FAQs

Below are some frequently asked questions for Total Expert.

Total Expert offers the following pricing plans:

  • Starting from:
  • Pricing model: Free, Subscription
  • Free Trial: Not Available

Contact Total Expert directly for pricing information.

We do not have any information about Total Expert features

Total Expert has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages Total Expert supports

Total Expert supports the following devices:

Total Expert integrates with the following applications:

Facebook, LinkedIn for Business, Twitter

Total Expert offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support

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