A Guide to the 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.

“Welcome to Total Expert” Videos

These videos can be used to welcome and introduce people to Total Expert. Be sure to choose which of the three versions is best to send to the audience you are targeting.

Company Leadership

Loan Officers and Salespeople


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


BRAND NEW: 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

Handling Objections from Potential Co-Marketing Partners

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!

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 Flyers

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!

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!

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 bobbijo.dallas@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

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