A Guide to Your Engagement Resources:

Use this page to easily access and download Total Expert engagement resources.

Welcome to Total Expert Videos

Company Leadership

Loan Officers and Salespeople

Recruiting

Success Playbook

The Success Playbook here to guide you through your whole entire customer journey with Total Expert. It outlines what you can expect from our team throughout every stage of the customer lifecycle, from the point of contract signing all the way to becoming a customer for life! Download now to check it out.

Success Playbook – Mortgage

LO Onboarding and Engagement

Check out these Loan Officer engagement videos and emails to promote adoption and usage of the platform! All emails and videos use generic references to the platform, so that customers who have white-labeled the platform can use without confusion. Emails and videos are produced so that you can use as many or as few as you would like, mix and match which features you would like to promote, and then configured then in any order. Download and share as needed!

General Promotion

Automated Communication

Phone Support

Promoting your profile

Brand Consistency

Marketing to Partners

Personalized Videos

Email Notifications

SPS to Social Media

Lead Capture Apps

Property/Listing Flyers

Social Media Integrations

Partner Connection and Engagement

Check out this series of videos and emails designed to help your Loan Officers connect and engage with Agents and Builders. These are specifically designed for engaging agents, increasing co-marketing connections and creating profitable partnerships. All emails and videos are produced so that you can use as many or as few as you would like, mix and match which features you would like to promote, and then create your own campaign in any order. Download and share as needed!

TE Overview for Partners

SWOT Analysis

Collaborating in Total Expert

Single Property Sites

EDDM Overview

Print Marketing

Lead Management

Lead Capture App

Open House Help

Automate Follow-Up

SPS to Social Media

Automated Marketing

Quick Hit Videos

Build a Co-Marketing Print Flyer

Connecting to a Co-Marketing Partner

Using Single Property Sites

Using Lead Capture Apps for an Open House

Building a Property Rate Flyer

Marketing Using Every Door Direct Mail (EDDM)

Using Auto-Campaigns to Keep in Touch With Customers

Using Email Statistics to Manage Message Effectiveness

Expert Insights

Rob Henger, FirstBank

Dave Savage, MortgageCoach

Jay Promisco, Sierra Pacific Mortgage

Bill Dallas, Finance of America

Mel Marsh, Movement Mortgage

Ron Millard, Envoy Mortgage