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Training and Engagement


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

We’ve got you covered.

Register or view our instructor-led webinar training sessions – available for loan officers, marketing administrators and real estate agents who are new to Total Expert. Each class is offered on a regular basis, so sign up for the date that fits into your schedule.

For Loan Officers


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All Levels | 30 minutes

Total Expert Showcase

In this 30-minute webinar, 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

Basics for Loan Officers (CRM and Marketing)

In this 90-minute session, Loan Officers new to Total Expert will learn how to leverage Customer Relationship Management (CRM) capabilities to build and maintain strong relationships. Loan Officers will also learn about professional, easy-to-create marketing assets that can be used by Loan Officers or for co-marketing with Real Estate Agent partners.

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CRM & Marketing | 90 minutes

Creating Business Growth Using Total Expert

This 90-minute session is for Loan Officers who have completed Total Expert Basics for Loan Officers (CRM and Marketing). They will begin to use the Creating Business Growth Checklist to drive business growth tasks for consistent, long-term success. By learning best practices, they will find out key strategies to leverage Total Expert functionality to maintain…

For Real Estate Agents


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All Levels | 6 minutes

Overview for Real Estate Agents

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 | 90 minutes

Total Expert for Real Estate Agents

In this 90-minute webinar, real estate agents 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.

For Administrators


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All Levels | 30 minutes

Total Expert Showcase

In this 30-minute webinar, 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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New Admins | 60 minutes

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

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

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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