Resources

Forge New Skills for the Journey Ahead

Unlocking the full potential of technology requires more than just a powerful platform—it requires knowledge, expertise, and talented people to put it into action. That’s why we’ve curated a complimentary monthly training series led by Total Expert’s training consultants. Whether you’re a new user eager to explore what’s possible or an experienced administrator seeking advanced insights, each training session is designed to expand your skillset and elevate your Total Expert experience.

Who should attend?

Something for every skill level

Expert Academy training courses are tailored for both new and existing Total Expert customers looking to hone their skills and stay one step ahead of industry trends.

New Administrators & Loan Officers

If you’re just starting your Total Expert journey, as a loan officer or administrator, our three-part monthly series provides the essential onboarding you need. Led by our expert consultants, these sessions ensure a smooth transition into the world of Total Expert.

Experienced Administrators & Loan Officers

For those already familiar with Total Expert, our advanced single-session topics are updated monthly. Dive deep into specialized topics, such as Build with Me-style classes and Journey Testing series, tailored to your needs and the evolving market.

Experienced Loan Officer Training

Experienced Training Series

For loan officers already well-versed in the basics of Total Expert, our dedicated monthly training sessions for experienced platform users are specifically designed to help elevate your expertise and explore how to do more with the platform. Explore the depth of Total Expert’s capabilities with dynamic content that varies each month to keep you at the forefront of innovation. Join us regularly for a continuous learning experience, ensuring you lead with confidence in the ever-changing financial services landscape.

Experienced Loan officer

Mobile App Reimagined

All audiences are welcome to join this session where we’ll showcase the relaunch of our mobile app. A focus on new functionality, important user settings, and a home page redesign all make this session one you won’t want to miss live!

Wednesday, November 4

12:00-1:00 p.m. CT

Enroll

Experienced Loan officer

TEA-20 LO Coaching

In this fast-paced, 20-minute session, learners will join members of the Total Expert team and guest LO speakers. We’ll hone in on one best practice per session, which will elevate learners to the highest and best use of their time! We’ll be in-platform in the first 10 minutes, with 10 minutes of important industry and market context, highlighting a guest LO!

Wednesday, November 18

12:00-12:30 p.m. CT

Enroll

Tuesday, December 8

12:00-12:30 p.m. CT

Enroll

New Loan Officer training

Loan Officer Onboarding Series

Embark on a comprehensive journey with our loan officer onboarding series, a specialized Total Expert training series designed for loan officers or loan officer assistants. This series comprises three dynamic sessions tailored to enhance your skills and proficiency in enabling the Total Expert platform to work for you.

The loan officer onboarding series will empower you with the knowledge and skills needed to fully utilize the Total Expert platform. Elevate your capabilities, foster valuable connections, and master the art of nurturing leads so you can build stronger relationships and maximize customer lifetime value.

session 1

Locked in On Lead Nurture

In the first onboarding session, loan officers will learn how key features and functions in the Total Expert platform make it easier to manage, prioritize, and communicate with their leads and contacts. Learners will discover ways to capture and import new leads, along with guidance on ways to connect with and nurture these new relationships through a variety of communication options.

Tuesday, January 12

2:00-3:00 p.m. CT

Enroll

session 2

Building Referral Partner Relationships

In the second session, loan officers will learn how to improve engagement with current referral partners and create new relationships. We will showcase valuable tools to grow partnerships and surface new opportunities to establish the LO as a trusted advisor.

Wednesday, January 13

2:00-3:00 p.m. CT

Enroll

session 3

Creating Customers for Life

In the final onboarding session, loan officers will learn how to educate and support in-process borrowers, leading to a lifetime of opportunity post-close. By using data, insights, and taking clear action, loan officers discover how to stay in front of everyone in their book of business and provide the right message to the right person at the right time.

Thursday, January 14

2:00-3:00 p.m. CT

Enroll

Experienced Admin training

Experienced Training Series

For administrators already well-versed in the basics of Total Expert, our dedicated monthly training sessions for experienced admins are specifically designed to help elevate your expertise and explore how to do more with the platform. Explore the depth of Total Expert’s capabilities with dynamic content that varies each month to keep you at the forefront of innovation. Join us regularly for a continuous learning experience, ensuring you lead with confidence in the ever-changing financial services landscape.

Experienced Admin

Mobile App Reimagined

Wednesday, November 4

12:00-1:00 p.m. CT

Enroll

Experienced Admin

Accelerate Pre-Conference Training Rewind + Fast Forward

Are you wondering about Accelerate 2027 pre-conference training? In this 90-minute session, we’re going to rewind the clock back to some of our content from Accelerate 2025 to review what types of things we’ve done before, then fast forward to give you a taste of what to expect in Austin next year. By the end of this session, we hope you’ll be racing to the registration page to take advantage of the last days of early bird pricing!

Tuesday, November 10

12:00-1:30 p.m. CT

Enroll

New Admin training

Administrator Onboarding Series

Getting started on the right track is crucial to your success with Total Expert. This onboarding training series is designed to help new administrators get up to speed with the basics of the Total Expert platform and build foundational knowledge as their organization’s go-to resource. Over three insightful sessions, you’ll gain mastery over essential tools and techniques, empowering you to maximize the platform’s potential for you and your organization.

session 1

5 Things You Should Know

In our first session, we’ll delve into the five things that every administrator needs to know to set up their organization for success from day one. This includes mastering various campaign types, publishing effective Pipeline Views, navigating Expert Content, building impactful emails with confidence, and accessing continuous learning resources in the Help Desk.

Tuesday, January 5

2:00-3:00 p.m. CT

Enroll

session 2

Managing Users and Teams

The second session focuses on effective user and team management. Administrators will understand the intricate relationship between permissions, user roles, users, and teams. They’ll also learn to use the data importer efficiently, create and apply approval flows, and access the Help Desk for quick issue resolution and continuous support.

Wednesday, January 6

2:00-3:00 p.m. CT

Enroll

session 3

Automating Workflows

The final session is a deep dive into workflow automation. New admins will develop their skills in key Total Expert capabilities like lead management, Pipeline Views, and Journeys, as well as learn to create outcome-powered Journeys, explore additional platform features supporting automation, and gain insights into how administrators can enable end users to leverage automation for enhanced efficiency.

Thursday, January 7

2:00-3:00 p.m. CT

Enroll

EXPERT ACADEMY REVIEWS

What are attendees saying?

There's something for everyone in the Expert Academy. Hear what your peers are discovering as they develop their skills with Total Expert.

“I do really enjoy the Academy Sessions for Admins that focus on the newer features. It helps set the admins up for success and how to best use the system. Total Expert is an ongoing educational system so continued education/trainings is a must 😊”

Kayla Benishek

Go Mortgage

“Total Expert Academy is fantastic for continuous learning! Even experienced admins gain valuable insights to improve the loan officer experience and customer outreach, making every session worthwhile for growth and adaptation.”

Beth Penny

Synergy One Lending

“I try to attend as many of the sessions as possible to stay up to date with changes and to make sure I am not missing anything related to Total Expert. The thing I find most helpful is the ability to ask questions and listen to questions from others that may lead to information that becomes helpful with our use of Total Expert.

Rich Holden

Harbor One Mortgage

Learn your way

On-demand training

Explore our library of past Expert Academy sessions to see what you missed or get a refresher on Total Expert's most powerful tools.

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