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: 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
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.
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.
Loan Officers and Salespeople
LO’s and Salespeople NOT YET on Total Expert
Engagement Showcase Recordings
Click below to reference our library of Engagement Showcase recordings.
The Engagement Resource Center
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
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
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.
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
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.
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 email@example.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.
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