Total Expert

Total Expert

von Total Expert

Wer verwendet Total Expert?

Hypotheken- und Immobilienprofis, die sich die Kraft des regelkonformen Co-Marketings zunutze machen möchten.

Was ist Total Expert?

Die Total Expert Platform ist ein zentraler Knotenpunkt, der es Hypotheken- und Immobilienfachleuten ermöglicht, zusammenzuarbeiten und ihre Geschäfte gegenseitig zu erweitern. Mit nur einem Login können Profis Marketing- und Lead-Generierung über mehrere Kanäle hinweg erstellen, implementieren und verfolgen. Die Plattform umfasst eine zum Patent angemeldete Technologie, die es ermöglicht, Kosten für Marketing und Lead-Generierung nahtlos zu teilen und gleichzeitig die Compliance für alle beteiligten Parteien nachzuverfolgen.

Total Expert – Details

Total Expert

https://totalexpert.com/

Gegründet 2012

Total Expert – Kostenübersicht

Total Expert bietet eine Gratisversion.

Kostenlose Version

Ja

Einsatz

Cloud, SaaS, Web

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Total Expert Funktionen

Der Softwareanbieter hat diese Information nicht vervollständigt.

Dokumentenmanagement
E-Mail Marketing
Immobilienverwaltung
Kalenderverwaltung
Kontaktmanagement
Kunden-Objekt-Abstimmung
Leadmanagement
Provisionsmanagement
Verwaltung von Auflistungen
Website-Management

Der Softwareanbieter hat diese Information nicht vervollständigt.

Total Expert – Nutzerbewertungen

Zeigt 5 von 27 Nutzerbewertungen

Gesamt
4,3/5
Benutzerfreundlichkeit
4,1/5
Kundenservice
4,7/5
Funktionen
4/5
Preis-Leistungs-Verhältnis
4,2/5
Sheena C.
Divisional Marketing Director - CRM Trainer
Finanzdienstleistungen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 24.10.2018

"The best CRM on the Market!"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 24.10.2018
Kim L.
Marketing Support Director
Finanzdienstleistungen, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 24.10.2018

"More than just a great CRM"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 24.10.2018
Verifizierter Rezensent
Client Concierge, Leads Management
Finanzdienstleistungen, 13-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    1/5
  • Benutzerfreundlichkeit
    1/5
  • Eigenschaften & Funktionalitäten
    1/5
  • Kundenbetreuung
    2/5
  • Preis-Leistungs-Verhältnis
    1/5
  • Wahrscheinlichkeit der Weiterempfehlung
    0/10
  • Quelle des Nutzers 
  • Bewertet am 20.11.2017

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

Kommentare: none

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 20.11.2017
Austin J.
Marketing Field Manager
Finanzdienstleistungen, 201-500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 17.10.2018

"Total Expert Marketing and CRM Platform Review"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 17.10.2018
Verifizierter Rezensent
Director of Integration and Branch Technology
Finanzdienstleistungen, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 17.10.2018

"Great Enterprise Support"

Kommentare: 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.

Vorteile: 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.

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

  • Quelle des Nutzers 
  • Bewertet am 17.10.2018