Training and Education
Looking for Total Expert training? We’ve got you covered.
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.
Back to Basics: Boosting Your Social Media Presence Using Total Expert
Tues., Nov. 10 | 2-2:30 pm CT
In this webinar, we’ll show loan officers how to increase brand awareness and general online presence using the powerful tools in Total Expert. We’ll dig into a few of our web marketing tools, including social media posts and Infographics, as well as share tips and tricks for maximizing effectiveness.
Back to Basics: Tracking Effectiveness in Total Expert
Thur., Nov. 12 | 2-2:30 pm CT
We’ve showed you how to use Total Expert, and now we’ll show you how to know it’s making an impact! Join us for this half-hour session where we’ll look at reporting and other tools available in Total Expert to track the effectiveness of your emails, print and web content, as well as your co-marketing partner relationships.
Back to Basics for Marketers: Exploring Expert Content
Tues., Nov. 17 | 2-2:30 pm CT
You’ve heard about our Expert Content, but how much do you really know about it? Join us for a discussion on how this content is created at Total Expert, and the different ways you can successfully leverage it in your organization for your customers and end users alike.
Back to Basics for Marketers: Deploying the End User Engagement Journey
Thurs., Nov. 19 | 2-2:30p CT
There are literally hundreds of journeys for customers – but what about for your end users? In this webinar, we’re going to dive into our End User Engagement Journey. This journey drips out tips and resources to help your teams stay engaged with the platform, and helps Marketers drive adoption to ensure your organization is seeing ROI using Total Expert!
New User Training
Total Expert Showcase – High-Level Demo
All Levels | 20 minutes
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
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
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
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
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.
General Admin | 50 minutes
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.
Marketing | 30 minutes
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
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.