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Training and Engagement


Looking for instructor-led webinars to train Total Expert users?

We’ve got you covered.

Register for our instructor-led webinar training sessions – available for loan officers, marketing administrators and real estate agents. Each class is offered on a regular basis, so sign up for the date that fits into your schedule. Recordings of most of these sessions are available in the Total Expert platform.

Featured Trainings


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CRM & Marketing | 60 Minutes

Loan Officers

Best Practices for Loan Officers: Successful Open Houses

In this webinar, Loan Officers will continue to sharpen their Total Expert skills. Join a member of the Training & Engagement team for this hands-on training to take an in-depth look into Total Expert features and functionality, use cases, best practices, and more. Click to Enroll and find out more details about this month’s training!

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Existing Users | 30 Minutes

Various Audiences

Feature Spotlight: Monthly Release

In this webinar, users will get an overview of the month's new features within Total Expert. Learn exciting and innovative ways to leverage functionality to grow your business and master your use of the Total Expert Marketing Operating System. Click to enroll!

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Existing Users | 60 Minutes

Marketing Administrators

Best Practices for Administrators: Journeys Planning

In this webinar, Marketing Administrators will continue to sharpen their Total Expert skills. Join a Software Training & Engagement Consultant for this hands-on training where we’ll take an in-depth look into Total Expert features and functionality, use cases, best practices, and lots more. Click to Enroll and find out more details about this month’s training!

New User Training


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All Levels | 20 minutes

All Audiences

Total Expert Showcase

In this 20-minute video, take a tour of Total Expert and see how this one-of-a-kind Marketing Operating System will enhance your business. Learn how to manage customer relationships, automate communications, and how real estate agents and loan officers can partner to co-market.

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CRM & Marketing | 90 minutes

Loan Officers

Foundations for Loan Officers

In this session, loan officers new to Total Expert will learn foundational skills to enable them to take full advantage of Customer Relationship Management capabilities. Topics include creating contacts, using groups, creating emails, and leveraging campaigns to build strong relationships with potential customers.

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CRM & Marketing | 90 minutes

Loan Officers

Creating Business Growth for Loan Officers

Loan officers who have completed the Foundations for Loan Officers course will learn more about marketing capabilities and leveraging the co-marketing partner relationship. Attendees will use the Creating Business Growth Checklist as a roadmap to drive tasks for consistent, long-term success. Topics include generating leads and promoting individual properties to drive loan applications.

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All Levels | 6 minutes

Real Estate Agents

Overview for Real Estate Professionals

In this 6-minute preview, take a quick tour of Total Expert and see how this one-of-a-kind Marketing Operating System will enhance your business. Learn how you can manage customer relationships, automate communications, and how real estate agents and loan officers can partner to co-market.

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CRM & Marketing | 90 minutes

Real Estate Agents

Total Expert for Real Estate Professionals

In this 90-minute webinar, real estate professionals new to Total Expert will learn how to leverage Customer Relationship Management (CRM) capabilities and easy-to-create marketing assets to build and maintain strong relationships with current and potential customers, as well as how to co-market with Loan Officers.

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General Admin | 60 minutes

Marketing Administrators

Administration: General

In this 60-minute webinar, Administrators new to Total Expert will learn to navigate to and demonstrate key components, complete basic user and team administration tasks, and set up reporting.

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Marketing | 60 minutes

Marketing Administrators

Administration: Media

In this 60-minute webinar, Administrators new to Total Expert will learn to navigate and complete basics tasks within the media library, including media management, approval flow, cost structures, and reporting.

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Email | 60 minutes

Marketing Administrators

Administration: Email

In this 60-minute webinar, Administrators new to Total Expert will be able to demonstrate key components of email media and marketing features, including settings, approval flows, and templates. Learners will also create and use auto and drip campaigns.

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