Training and Education
Looking for Total Expert training? We’ve got you covered.
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.
The 5 Ws of Co-Marketing with Total Expert
Thurs., May 6 | 2-2:30p CT
Mortgage Loan Officers
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
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
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 and complete basic user and team administration tasks.
Marketing | 55 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.
Email | 55 minutes
Administrators new to Total Expert will be able to demonstrate key components of email content, including settings, approval flows, and assigning access.