Total Expert Reviews

What do you like best about Lead Management?I like the tasks the best. It really helps me stay on track and I do not let people fall through the cracks.What do you dislike about Lead Management?I dislike the total expert app. I wish it was more user-friendly and you could do things like create flyers.What problems is Lead Management solving and how is that benefiting you?Total expert helps me provide support to realtors without having to be at their ooen house, and it helps me stay in contact with current clients as well as future and past

What do you like best about Lead Management?I use Total Expert daily to create Single Property Websites for promotion on social media for my real estate partners. When a new listing is created for any of my partners, I immediately send a co-branded SPS.What do you dislike about Lead Management?I would not say that there is a downside to using it. You get out of it what you put into it. If you are engaged, and entering your real estate partners and clients into marketing groups you can target them for marketing. You have to do the work of setting up the groups, first, however.What problems is Lead Management solving and how is that benefiting you?It gives me a solid reason to reach out to past, current, and potential clients, as well as my real estate partners. It also makes it easier to stay engaged and remain top of mind with all of these groups.

What do you like best about Lead Management?I like that Total Expert links to my social media platforms so I am able to make posts directly from my resources and I know they are compliant. I also love being able to have realtors create profiles linked to mine; I use this as a marketing tool frequently.What do you dislike about Lead Management?The "Tags" feature as filters is a bit clunky and often I have to select a tag multiple times before it filters them out.What problems is Lead Management solving and how is that benefiting you?Before Total Expert, I was not using a CRM so it is allowing me to keep all my contacts in one location as well as keep in touch with my resources much easier.

What do you like best about Lead Management?I appreciate the regular alerts from Total Expert, especially the listing alerts. They keep me from having to search through 1,500 past mortgages that I have done, which makes managing my database and keeping track of clients' interest rates more efficient. I also appreciate having easy access to all of my past loans, and the seamless integration with our LOS and my MRC lead generating system enhances my workflow. Setting up Total Expert was pretty easy as I'm very familiar with working with CRM systems.What do you dislike about Lead Management?Sometimes it can be slowWhat problems is Lead Management solving and how is that benefiting you?I use Total Expert to manage my database and track clients' interest rates. It keeps me updated with regular alerts and provides easy access to my past loans, so I don't need to search through 1,500 past mortgages.

What do you like best about Lead Management?Relatively easy to use with wonderful reporting capabilities.What do you dislike about Lead Management?Although it is a very unique product for this market, the cost seems a bit inflated.What problems is Lead Management solving and how is that benefiting you?We use it a bit unconventionally, offering the tool to our partners/customers. In doing so, it's helping with their marketing outreach tremendously. Internally, we've automated several outreach campaigns, saving time and delivering consistency.

What do you like best about Lead Management?.Automated emails for marketing and loan process updatesWhat do you dislike about Lead Management?Hard to navigate back like on an internet browser when you want to go back to the previous page you often have to start what you were doing overWhat problems is Lead Management solving and how is that benefiting you?Staying in touch with my sphere, that solves part of the issue of staying top of mind

What do you like best about Lead Management?I like how Total Expert makes it pretty easy to maneuver through the different options. The initial setup was very easy. The marketing tools, such as marketing flyers and social media posts, are what I use the most. I do like the site.What do you dislike about Lead Management?I'd like more landing page options to direct prospective customers to when prospecting. The ability to offer free information. Then the customer goes to a landing page to request. I get contact information and they are sent the pdf.What problems is Lead Management solving and how is that benefiting you?I use Total Expert for creating marketing flyers, social media posts, and follow-ups. It's pretty easy to maneuver through the different options.

What do you like best about Lead Management?I love that Total Expert have so many integrations and is our sales teams go-to for all things marketing!What do you dislike about Lead Management?I don't like how we have to use journeys to set up groups and pipeline views that we are trying to achieve.What problems is Lead Management solving and how is that benefiting you?Automation and customization have been a huge asset to our sales teams and our marketing dept.

What do you like best about Lead Management?Total Expert is a cutting edge product backed by a passionate, knowledgeable team.What do you dislike about Lead Management?Duplicate contacts continues to be an uphill battle. Deduping needs to be improved.What problems is Lead Management solving and how is that benefiting you?Total Expert empowers our sals team to automate communications and design their CRM to work for them.

What do you like best about Lead Management?.The level or support and integrations that TE offersWhat do you dislike about Lead Management?I would love some more resources for getting adoption upWhat problems is Lead Management solving and how is that benefiting you?Being our crm and making it easier to connect with clients