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

Versy Useful and Simplified

What do you like best? I like the fact that Total Expert is very user friendly and I can pull it up on my laptop or phone whatever is easiest. What do you dislike? It doesn't have as many tools and settings as I'd like. So although I enjoy using it I am in search of a new program What problems are you solving with the product? What benefits have you realized? It helps me stay organized and on top of my game, which is usually my main issue, because I usually get behind in my ...

Lots to look forward to

What do you like best? The scalability and segmentation of our marketing materials is huge for us as we continue to grow. The UI is clean and easy to use and constant enhancements gives me peace about our 3-year contract. What do you dislike? The technology is still lagging behind a few other competitors, and the turnaround on long-term integrations can be very slow. There are some great improvements on their roadmap, but they seem to be constantly pushed back from original ...

Impressive System

What do you like best? Saves our team a lot of time, allows employees to customize materials independently and properly, without sacrificing a sophisticated level of design. What do you dislike? Sometimes the system can be inflexible with small details or capabilities. What problems are you solving with the product? What benefits have you realized? Allowing thousands of employees to customize materials, while remaining compliant, correct, and well designed.

Great for Marketing | CRM is in development

What do you like best? MLS integration as well as digital lead capture and Marketing templates What do you dislike? CRM and reporting are in the works for more details Recommendations to others considering the product: Great product. Do it; you'll love it. What problems are you solving with the product? What benefits have you realized? 24/7 use mobile as well as excellent thought drive into next developments and future enhancements

Total Expert has been a game changer for our business

What do you like best? While the technology and UX of the CRM system come second to none, the best part of working with Total Expert is their service. Training, communication and tutorials are extensive and always readily available, keeping our admin and coordinator teams out of the weeds and day-to-day inquiries. Due to their strong financial backing and promising future, developmental updates and improvements are made regularly, keeping their customers' needs at the forefront of ...

Best of the best!

What do you like best? Total Expert has an extremely user-friendly interface, the best I have seen out there! Very easy to navigate and create marketing collateral. The TE team is always willing to take suggestions on improvements and does their best to implement them. What do you dislike? The social media tool could use some improvements, however it is headed in the right direction! Better reporting on the email library and social library from an admin level is needed. What ...

Overall Great System

What do you like best? The entire platform is very intuitive for the end user and the team at Total Expert is extremely helpful, knowledgable, and flexible to work with. What do you dislike? If I had to choose something, the CRM features could be more robust. Sometimes it's hard to get that portion of the product to do exactly what you want. What problems are you solving with the product? What benefits have you realized? Total Expert is our complete solution for marketing ...

Total Expert is a great CRM Solution

What do you like best? 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. What do you dislike? Keeping up with all of the enhancements can be challenging at times, yet they are creating integration after integration which ultimately benefits the client. What problems are ...

CRM of your database

What do you like best? DRIP Campaign being available for use. Mostly for mortgage but quite usable for real estate What do you dislike? Not user friendly for real estate agents. Recommendations to others considering the product: This is a free CRM if you work with the right loan company. What problems are you solving with the product? What benefits have you realized? Drip campaign to stay in touch with clients