View our instructor-led training sessions – available for end users, marketing administrators and co-marketers. Recordings of most of these sessions are also available in the Training Resource Center, within the Total Expert platform.

Featured Trainings

The 5 Ws of Co-Marketing with Total Expert

Thurs., May 6 | 2-2:30p CT

Mortgage Loan Officers

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End Users will join members of the Total Expert Training & Education team to chat about the who, what, where, when, and why of co-marketing! Look forward to an interactive session where we’ll ask for your input and experience.

The Campaign Quiz Show

Tues., May 25 | 2-3p CT

Marketing Admininstrators

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Marketers and Total Expert Admins will join hosts John Chambers Dunn and Bill Lage for The Campaign Quiz Show where you’re all the contestants! We’ll puzzle through 5 specific customer campaign use cases and you’ve got to tell us which campaign type you think will suit their needs best! Of course – we’ll share our best practices, tips and tricks for ensuring you’re always using the right campaign for your business initiatives. In the end, you’ll all be the grand prize winners – taking home the prize of knowledge and expertise to tackle your own campaigns!

New User Training

Total Expert Showcase – High-Level Demo

All Levels | 20 minutes

All Audiences

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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.

Foundations for Loan Officers

CRM & Marketing | 75 minutes

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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.

Creating Business Growth for Loan Officers

CRM & Marketing | 90 minutes

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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.

Overview for Real Estate Professionals

All Levels | 6 minutes

Real Estate Professionals

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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.

Total Expert for Real Estate Professionals

CRM & Marketing | 60 minutes

Real Estate Professionals

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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.

Administration: General

General Admin | 50 minutes

Marketing Administrators

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Administrators new to Total Expert will learn to navigate to and demonstrate key components and complete basic user and team administration tasks.

Administration: Content

Marketing | 55 minutes

Marketing Administrators

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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.

Administration: Email

Email | 55 minutes

Marketing Administrators

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Administrators new to Total Expert will be able to demonstrate key components of email content, including settings, approval flows, and assigning access.

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