Wer nutzt diese Software?

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

Durchschnittliche Bewertung

27 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 4.5 / 5
  • Funktionen 4 / 5
  • Preis-Leistungs-Verhältnis 4.5 / 5

Produktdetails

  • Kostenlose Version Ja
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten

Angaben zum Hersteller

  • Total Expert
  • https://totalexpert.com/
  • Gegründet 2012

Über 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 Funktionen

Der Softwareanbieter hat diese Information nicht vervollständigt.
Der Softwareanbieter hat diese Information nicht vervollständigt.
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.

Die hilfreichsten Reviews für Total Expert

The best CRM on the Market!

Bewertet am 24.10.2018
Sheena C.
Divisional Marketing Director - CRM Trainer
Finanzdienstleistungen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

More than just a great CRM

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

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.

Total Expert Marketing and CRM Platform Review

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

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.

Great Enterprise Support

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
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Excellent Technology

Bewertet am 18.10.2018
Lori D.
Director, SVP Mortgage
Finanzdienstleistungen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Excellent experience.

Vorteile: The marketing materials, single page property feature, ability to co-market seamlessly with real estate agents and the streamlined way of managing all marketing materials to meet Respa guidelines.

Nachteile: The technology continues to evolve. There are additional items that can be added but the team is working diligently to continue to enhance which is beneficial.

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