Total Expert
Engagement Resource Center
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
Recruiting
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
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!
Getting Started
Co-Marketing Partner Accounts
Connecting with a Co-Marketing Partner
Contacts and Groups
Daily Digest
Emails and Campaigns
Focused View
Handling Objections from Potential Co-Marketing Partners
Infographics
Integrations
Lead Capture App
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!
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
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!
December 2020
November 2020
October 2020
September 2020
August 2020
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.
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