Total Expert
Engagement Resource Center
A Guide to Your Engagement Resources:
We have created this resource page as an easy, one-stop-shop for all your engagement resource needs. Here you will find many resources that highlight the different features and functionality within Total Expert, which you can then easily download and share as needed. Without having to log into the Total Expert platform, the engagement resource page will enable you to drive adoption and usage of the platform within your organization. If you have any questions at all, please feel free to reach out to your CSM or bobbijo.dallas@totalexpert.com.
“Welcome to Total Expert” Videos
These “welcome to Total Expert videos” can be used for welcoming/introducing people to Total Expert. There are three different versions of the same video to fit three different personas: Executives or company leadership, Salespeople, and potential recruits.
Company Leadership
Loan Officers and Salespeople
Recruiting
Success Playbooks
The Success Playbook is 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. Be sure to note that there are three different versions of the document: Mortgage, Banking, and Credit Union. Download carefully and enjoy!
Success Playbook – Mortgage
Success Playbook – Banking
Success Playbook – Credit Union
MLO Onboarding & Engagement Campaign – Video & Email
Check out these Loan Officer engagement videos and emails that promote adoption and usage of the platform! Below you will see that these assets are grouped by feature and functionality of the Total Expert platform. Don’t forget that all emails and videos use generic references to the platform, so that those of you who have white-labeled the platform can use without confusion. Please feel free to download email content and share videos as needed!
General Promotion
Automated Communication
Daily Digest
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 & Engagement Campaign – Video & Email
Check out this series of videos and emails designed to help your Loan Officers connect and engage with Agents/Builders. These assets are specifically designed for engaging agents, increasing co-marketing connections and creating profitable partnerships. Below you will see that these assets are grouped by feature and functionality of the Total Expert platform. Download email content and share videos 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
Co-Marketing Partner Flyers
Below you will find marketing collateral to support connecting with new partners and encouraging existing partners to utilize the benefits of Total Expert. Download and share these materials with your current or prospective co-marketing connections!
Benefits of Total Expert
Print Marketing
Lead Capture Apps
Single Property Sites
Lead Management
Frequently Asked Questions
MLO Facing Communications for Upcoming Trainings
In order to help you promote upcoming Loan Officer trainings, we have gone ahead and put together some Loan Officer facing communication materials to help you get started! You will find a sample email and a Loan officer facing video, ready for you to swipe, adapt and send out to your team!
September
August
Quick Hit Training Videos
Below you will find some quick hit videos that highlight key features in the Total Expert platform. These are easily shareable and are awesome for a quick refresher on certain aspects of the platform.
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
Below you will find videos from our all new LinkedIn series, Expert Insights. Hear from industry thought leaders as they 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 bobbijo.dallas@totalexpert.com!
Rob Henger, FirstBank
Dave Savage, MortgageCoach
Jay Promisco, Sierra Pacific Mortgage
Bill Dallas, Finance of America
Mel Marsh, Movement Mortgage
Ron Millard, Envoy Mortgage
Dawn Bradshaw, Wintrust Mortgage
Rich Swerbinsky, The Mortgage Collaborative
Release Notes 2020
Below you will find an archive of our 2020 release notes. This will be updated on a monthly cadence so you will always be able to find the latest release 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