Total Expert vs. Twenty7tec FinPlan

Total Expert

Total Expert

2 Reviews and Ratings

Twenty7tec FinPlan

Twenty7tec FinPlan

0 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Total Expert	Score 9.8 out of 10	N/A	Total Expert in St.Louis Park is a fintech software company that offers a Marketing Operating System (MOS) purpose built for the financial services industry. The platform enables customer facing teams (sales), marketing and compliance to work together to deliver marketing campaigns and engagement that is relevant to each unique customer based on their stage in life. Unlike CRM systems and marketing tools built to serve multiple industries, Total Expert focuses on the unique needs of financial…	N/A
Twenty7tec FinPlan	Score 0.0 out of 10	N/A	A practice management software and CRM that provides mortgage advisors tools to both run their business and deliver advice to their clients – from product sourcing, to CRM, application submission, and a digital marketing platform.	N/A

Pricing

Total Expert

Twenty7tec FinPlan

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
Total Expert	Twenty7tec FinPlan
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Best Alternatives
	Total Expert	Twenty7tec FinPlan
Small Businesses	Affinity CRM Score 9.2 out of 10	Affinity CRM Score 9.2 out of 10
Medium-sized Companies	No answers on this topic	No answers on this topic
Enterprises	No answers on this topic	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Total Expert	Twenty7tec FinPlan
Likelihood to Recommend	10.0 (1 ratings)	- (0 ratings)

User Testimonials
	Total Expert	Twenty7tec FinPlan
Likelihood to Recommend	Total Expert It is well suited to mass marketing and as a database. Also well suited to parsing the database into sub categories. I also like its ability to schedule marketing at specific times and days. It is not as well suited for listing print material. Listing meaning grabbing from MLS listings. Incentivized John Geanakos Mortgage Loan Originator Read full review	Twenty7tec No answers on this topic
Pros	Total Expert Database Customer Service is pretty good Mass emailing Incentivized John Geanakos Mortgage Loan Originator Read full review	Twenty7tec No answers on this topic
Cons	Total Expert To create co-branded material without having to have realtor opt-in first Home flyers are difficult to use. List reports is much easier Incentivized John Geanakos Mortgage Loan Originator Read full review	Twenty7tec No answers on this topic
Alternatives Considered	Total Expert Total Expert was chosen by management and for good reason. I didn't like Follow Up Boss because Total Expert was much more intuitive and also much more integrated with the other programs we use (Encompass, Rebel I Q, Sales Boomerang, etc). Its just a much better program overall than Follow Up Boss Incentivized John Geanakos Mortgage Loan Originator Read full review	Twenty7tec No answers on this topic
Return on Investment	Total Expert Increased engagement with prospects Increased engagement with realtors Increased reach with realtors and clients Incentivized John Geanakos Mortgage Loan Originator Read full review	Twenty7tec No answers on this topic
ScreenShots