Total Expert
Engagement Resources
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
Daily Digest
Phone Support
Ease of Use
Promoting your profile
Brand Consistency
Live Chat
Marketing to Partners
Personalized Videos
Email Stats
Email Notifications
Help Video
SPS to Social Media
Lead Capture Apps
Infographics
Rate Flyer
Focused View
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
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