Accelerate 2023 | Coronado, CA

Pre-Conference Training

Back by popular demand, join us at Accelerate for our pre-conference training! Three unique courses are offered to help your organization level up its use of Total Expert, uncover new tools and strategies, and fuel your growth in 2023 and beyond. Pre-conference training attendees are invited to our welcome dinner on Sunday evening, with course content taking place on Monday.


Sunday, June 11
6 p.m. – 8 p.m. | Welcome Dinner


Monday, June 12
9 a.m. – 2 p.m. | Pre-Conference Training


Your Pre-Conference Training Registration Includes:

  • Welcome dinner on Sunday, June 11
  • 4 hours of industry-specific instruction
  • Opportunities to workshop in platform
  • Small class size, each limited to 30 people
  • Refreshment breaks
  • Lunch

Pre-Conference Training Courses

Co-Branding Bootcamp: Create Co-Branding Champions

Do your loan officers struggle with co-marketing? In this course, we will review trending strategies for empowering your loan officers in today’s market that depends on referral relationships. Partner with Total Expert trainers to build marketing kits and journeys to support your loan officers in expanding their referral network and growing their online audience. Find out how to better support your teams with tactical strategies to succeed in the co-marketing game, as well as the education they need on why co-marketing and an online personal brand generates business.

Topics we’ll cover:

  • Early access to new Expert Content
  • 2 agent marketing kits built live in the workshop
  • Benefits of co-marketing Journeys
  • Gamification email templates
  • Tips on how to help loan officers build a personal brand
  • Best practices for empowering loan officers to build an online presence
  • Email Builder pro tips

Mortgage Lead Gen Today: Journeys & Workflows (Sold Out)

Think you’ve thought of everything to generate new leads? Effective lead generation is the result of a series of tools working together. This course offers tactical takeaways for creating a Total Expert workflow designed around seamless lead nurture while uncovering new opportunities. You’ll partner with our trainers to set up a workflow that empowers your loan officers to reach consumers when it matters most in their financial journey via automating processes.

Topics we’ll cover:

  • Early access to new Expert Content
  • Repeatable toolkit for integrating Focused View and Journeys
  • 2 scenario-based setups completed live during the workshop
  • Best practices for organizing contacts via journeys
  • Introduction to BombBomb Vist in Journeys 

Groundwork for Growth: Engagement Strategies for Banks & CUs

This course is designed exclusively for organizations using Total Expert to support their marketing automation and retail banking CRM use cases. Total Expert trainers will guide you through tactical builds that help you to market based on customer and member engagement. Take the next steps to ensure that your marketing creates engaged consumers who take advantage of all the products and services your organization has to offer. Intelligently position your brand as the trusted financial partner for life by adjusting automation to respond to customer and member interactions.

Topics we’ll cover:

  • Early access to new Expert Content
  • Latest Certificate of Deposit journey
  • Campaign Builder pro tips
  • Strategies for nurturing engaged contacts
  • Leveraging reporting tools in marketing

Pricing Details:

Conference Pass Conference Pass
+ Training

Need help justifying the conference? Check out our handy Justify My Trip resource. Download the Resource  >

Join us at Accelerate for our pre-conference training!

Training Tracks

We recognize that all customers are in varying stages of their Total Expert journey. New this year, we are offering three unique tracks to accommodate all skill levels, use cases, and business lines.

Mortgage Accelerator (Sold Out!)

Expand your skills if your organization has been leveraging Total Expert for less than six months. Your focus is on expanding your campaign library and enhancing your current system setup and features. 

Mortgage Mastery (Sold Out!)

Designed for mortgage organizations that have been utilizing Total Expert for more than six months. Your seasoned marketing administrator’s priority is maximizing the value of their well-built platform.  

Banking Advancement

Exclusive for organizations using Total Expert to support their marketing automation and retail banking CRM use cases. You are eager to continue to diversify your campaign library and continue to advance your system setup.