Find Out Why 200+ Financial Institutions Chose Total Expert

Having recently rolled out Total Expert, the additional training reinforced the strong foundation First United Bank (FUB) already had in place and encouraged continued logins and engagement with the platform. Loan officers left the sessions with greater clarity, confidence, and a clear plan for leveraging alerts. While Customer Intelligence wasn’t a new feature for FUB, the training strengthened the processes that amplify its value and impact. The focused approach also enabled us to be more responsive to feedback, helping loan officers to feel like meaningful contributors to the refinement and success of the journeys. This collaboration strengthened trust in both our team and Total Expert, ultimately enhancing the experience for everyone.

Dealing with primarily content, the support and turn-around time we get on any issues that arise is typically very quick and helpful. Templates are easy to share and edit. They are also constantly pushing new updates to add new features and optimize current content.

One of the top features of Total Expert is the ability ro personalize customer engagement to effectively keep customers up to date on loan status, provide education, and create a seamless experience throughout the loan process. The ability to integrate different mortgage industry systems has been helpful in making our loan officer's business more effective. Finally, the ability to pair well with our Compliance standards gives us peace of mind in the tools and communication we send through Total Expert.

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.

I love the ability to be able to store and organize marketing pieces and categories!

When you work work with TE, you always feel like you have an advocate on your side. Always available to listen, always up for the challenge. You feel heard.

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!