View our instructor-led training sessions – available for loan officers, marketing administrators and real estate agents. Recordings of most of these sessions are also available in the Total Expert platform.

Featured Trainings


Best Practices for Loan Officers: Lead Capture Apps

CRM & Marketing | 30 Minutes
Loan Officers
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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!

Feature Spotlight: December

Existing Users | 30 Minutes
Various Audiences
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In this webinar, users will get an overview of new or existing Total Expert functionality. Learn exciting and innovative ways to leverage features to grow your business and master your use of the Total Expert Marketing Operating System.

Best Practices for Administrators: Organizing Your Media Library

Existing Users | 30 Minutes
Marketing Administrators
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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


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, complete basic user and team administration tasks, and set up reporting.

Administration: Media

Marketing | 30 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 & Campaigns

Email | 50 minutes
Marketing Administrators
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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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Get ahead of rising consumer expectations with personalized customer journeys that scale