The Engagement Resource Center is an easy, one-stop-shop for your engagement needs! You will find the resources to help you drive adoption and usage of Total Expert. The best part? Everything can be easily downloaded and shared with your team. If you have any questions, please reach out to your Implementation or Customer Success Manager.

BRAND NEW Peak Season Purchase Strategy!

The Peak Season Purchase Strategy is a collection of materials for you to distribute to your team over the next few months, as the purchase market continues to grow exponentially. It is purpose built with resources for you as an admin, and for your end users!

Admin two-sheeter

Explore our best practices!

Promotional Materials!

Use these materials to communicate to your teams.

Peak Season Purchase Strategy Playbook

For end users.

Webinar Framework

Use this framework to plan your quick-hit webinar strategy!

“The Year of the Loan Officer”

Read this article for inspiration, and share with your marketing team!

Journey Emails

Use this link to review the Peak Season Purchase Strategy emails.

Engagement Showcase Recordings

Click below to reference our library of Engagement Showcase recordings.

Total Expert Best Practices for Onboarding, Ongoing Promotion and Overall Engagement

Peak Season Purchase Strategy

Total Expert Bootcamp

The Engagement Resource Center

Top 10 Mortgage Best Practices

Total Expert Bootcamp

This self-serve Bootcamp is designed for your end users to achieve maximum value of Total Expert and understand how and why Total Expert will help them win… in a quick-hit, fun style that can even drive some competition!

Marketing Admin Guide

A step by step guide to personalizing and launching Bootcamp.

Bootcamp Email Copy

Use these links for easy review of the Bootcamp email content – outside of the platform.

Bootcamp Achievement Package

Use these materials to recognize users who have successfully completed Bootcamp.

The Purchase Playbook

The Purchase Playbook is a bundle of materials to help you re-engage and remind your Loan Officers how Total Expert features can support their business in a purchase market.

Customer Engagement Spotlight

Live Demo Recording

MLO Purchase Playbook

Loan officers and salespeople


Use these emails template to get the word out to your organization!

Purchase Playbook

Marketing Administrators

Success Playbooks

The Success Playbooks guide you through the entire customer journey with Total Expert. Each playbook outlines what you can expect from our team throughout the customer lifecycle – from contract signing to becoming a customer for life! Download the playbook that corresponds to your business.


Credit Union

Financial Institution


Welcome Videos

Introduce and share the benefits of Total Expert to new or prospective team members. Be sure to utilize the video corresponding to the group you are targeting.


Company Leadership

Loan Officers and Salespeople

LO’s and Salespeople NOT YET on Total Expert


Self-Serve Engagement Kits

You asked, we delivered! Each kit is fully customizable and comes with two parts: a presentation and a presentation guide. This guarantees you will have all the necessary resources to continually drive momentum and adoption of specific features within the Total Expert platform. Download each presentation and guide to start personalizing to your organization!

Co-Marketing Partner Accounts

Connecting with a Co-Marketing Partner

Contacts and Groups

Emails and Campaigns

Handling Objections from Potential Co-Marketing Partners

Lead Capture Apps

Single Property Sites

Workflow Management

MLO Onboarding & Engagement Campaign – Video & Email

These Loan Officer engagement videos and emails are intended to promote adoption and usage of the platform. The assets are grouped by feature and functionality. All emails and videos use generic references to the platform, so you can white label without confusion. Download and share!

Preparing the Journey

Automated Communication

Brand Consistency

Email Notifications

General Promotion

Lead Capture Apps

Marketing to Partners

Personalized Videos

Promoting your profile

Property/Listing Flyers

Social Media Integrations

SPS to Social Media

Partner Connection & Engagement Campaign – Video & Email

These partner connection & engagement videos/emails are designed to assist your Loan Officers in connecting with Agents and Builders. The assets are grouped by feature and functionality to engage agents, increase co-marketing connections and create profitable partnerships.

Automate Follow-Up

Automated Marketing

Collaborating in Total Expert

EDDM Overview

Lead Capture App

Lead Management

Open House Help

Print Marketing

Single Property Sites

SPS to Social Media

SWOT Analysis

TE Overview for Partners

Co-marketing Partner Materials

These marketing materials will support connecting with new partners and also encourage existing partners to utilize the benefits of Total Expert. Download and share to level-up your co-marketing connections!

Total Expert Overview for Partners

Benefits of Total Expert

Frequently Asked Questions

Lead Capture Apps

Lead Management

Print Marketing

Single Property Sites

End User Training Toolkits

To help promote upcoming trainings, we have created training toolkits to help you easily communicate with your teams. Download the sample email and video below. Then swipe, adapt and send to your team! This section is updated monthly.

Expert Insights

These videos are from our LinkedIn series, Expert Insights. Hear from industry thought leaders who share some of their unique experiences and key insights as they begin looking into the future. If you would like your company to be featured, please reach out to!

Rob Henger, FirstBank

Dave Savage, MortgageCoach

Jay Promisco, Sierra Pacific Mortgage

Bill Dallas, Finance of America

Mel Marsh, Cardinal (formerly Movement)

Ron Millard, Envoy Mortgage

Dawn Bradshaw, Wintrust Mortgage

Rich Swerbinsky, The Mortgage Collaborative

Total Expert MOS – Overview

Create Personalized Journeys that Attract and Engage Customers

Keep Pace with Evolving Needs

Marketing Compliance You Can Depend On

Reach Out at the Right Time

Win Customers For Life

Release Notes 2020

This is an archive of our 2020 release notes. Release notes are updated monthly for you to find the latest release information and reference previous notes.

August 2020 Release Notes

July 2020 Release Notes

June 2020 Release Notes

May 2020 Release Notes

April 2020 Release Notes

March 2020 Release Notes

February 2020 Release Notes

Jan 2020 Release Notes