Total Expert
Engagement Resource Center
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
PROMO MATERIALS!
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.
Banking
Credit Union
Financial Institution
Mortgage
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.
Banking
Company Leadership
Loan Officers and Salespeople
LO’s and Salespeople NOT YET on Total Expert
Recruits
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!
Getting Started
Co-Marketing Partner Accounts
Connecting with a Co-Marketing Partner
Contacts and Groups
Daily Digest
EDDM
Emails and Campaigns
Focused View
Handling Objections from Potential Co-Marketing Partners
Infographics
Integrations
Lead Capture Apps
Single Property Sites
Social Media
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
Daily Digest
Ease of Use
Email Notifications
Email Stats
Focused View
General Promotion
Help Video
Infographics
Lead Capture Apps
Live Chat
Marketing to Partners
Personalized Videos
Promoting your profile
Property/Listing Flyers
Rate Flyer
Social Media Integrations
SPS to Social Media
Support
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.
June 2021
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 engagement@totalexpert.com!
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.
Spring Product Release
Winter Product Release
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