Total Expert Reviews in September 2026: User Ratings, Pros & Cons

"Total Expert makes marketing and contact management approachable and doable for sales teams."

What do you like best about Total Expert? Total Expert (TE) is the optimal platform for marketing material and contact management. In an industry where every salesperson is a manager of their own business, TE delivers marketing teams of financial organizations the ability to easily manage and create marketing assets and a database management tool. The UX is overall very good and provides all the basic tools for a salesperson to manage and market to their database. Integrations such as ...

"Perfect platforms are unicorns!"

What do you like best about Total Expert? The very best parts of Total Expert involve the customer experience. It's a flexible design that is consistent and easier to navigate. I appreciate that they are constantly innovating. What do you dislike about Total Expert? Some of their roll outs are a bit slower than I would like. Recommendations to others considering Total Expert: Be very clear about your goals and be open to ideas. What problems is Total Expert solving and how is that ...

"I will forever be their #1 fan"

What do you like best about Total Expert? The ability to customize everything. We can make so much that is company-specific, which allows us to keep everything on brand. At the same time we can utilize their custom content and customize that as well. We never run out of options. What do you dislike about Total Expert? NOTHING! There is nothing that I dislike, maybe the cost, but when you see what Total Expert can do you understand the cost and it is completely justified! There is nothing ...

"The support team is amazing!"

What do you like best about Total Expert? How quick the response time is really allows me to help out my LOs. What do you dislike about Total Expert? Sometimes when the support ticket gets passed around from team to team, the communication sometimes slows down. What problems is Total Expert solving and how is that benefiting you? Making MMC one of the first choices for our referral partners and clients.

"Great CRM For Mortgage Professionals"

What do you like best about Total Expert? I like the large amounts of engagement resources available to Admins and the support that we have available to us. Other CRM platforms that I've worked with are not as helpful in this aspect or charge loads extra for it. What do you dislike about Total Expert? System UI and UX can be a bit overwhelming for end users that aren't "techy" or experienced in using CRM's - not an issue with proper training. Personally, I'd like to see improvements in ...

"Total Expert"

What do you like best about Total Expert? Intuitive UI, tools, and upgraded email builder What do you dislike about Total Expert? Some quirks with the campaign builder. A few limitations keeping track of emails within the email stats. Recommendations to others considering Total Expert: Get it. It's good stuff 👍 What problems is Total Expert solving and how is that benefiting you? Creating professional-looking email content easily shareable etc.

"Total Expert Changes the Marketing Game"

What do you like best about Total Expert? I love the ability to be able to store and organize marketing pieces and categories! What do you dislike about Total Expert? Just the connection between your loan origination system and Total Expert takes a bit of work. What problems is Total Expert solving and how is that benefiting you? We aren't having problems but have realized getting artifacts in the hands of our origination team.

"Total Expert is a wonderful CRM system!"

What do you like best about Total Expert? Total Expert is a wonderful CRM system that encompasses all of the necessary tools for one to succeed with their business. It's very user-friendly and easy to navigate. The tools are so easily accessible and make it so mainstream. What do you dislike about Total Expert? There are a few things I would change, but very minor like the image library not being able to select multiple to remove. What problems is Total Expert solving and how is that ...

"Recruiting Using TE - OUR PEOPLE LOVE IT"

What do you like best about Total Expert? I really like the functionality to make it easier for LOs to generate and post compliant content What do you dislike about Total Expert? The difficulty for LOs to understand all functionality Recommendations to others considering Total Expert: Consider all of the additional features and companies that you can integrate with the platform to enhance your overall experience. What problems is Total Expert solving and how is that benefiting ...

"‘“GONNA LEAD THE MARKET”"

What do you like best about Total Expert? It’s really easy to use tool, you can easily get in touch with your agents and It’s help me alot. I don’t use different type of tools when i have TOTAL EXPERT. It is giving me good experience. The best thing i love about is Customization. I mean in every perspective i am loving to use it. Through this tool i can get in touch with my clients in seconds. What do you dislike about Total Expert? Although i am satisfy by it, but still i have little ...