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

Customer Engagement Feature Spotlight: The Purchase Playbook – Re-Engage the Purchase Mindset

Tues., Jan. 26 | 2-2:30p CT

All Audiences

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Mortgage Experts predict we will see an increase in purchase demand in the near future. It’s no secret that this refi boom can’t last forever and Total Expert is here to make sure you are ready when the transition happens. Join members of the Customer Engagement team as we explore our ALL NEW purchase playbook, designed to give you the resources necessary to remind your Loan Officers about the Total Expert tools that will help them dominate in the purchase market.

Back to Basics: Print Marketing

Tues., Feb. 9 | 2-2:30p CT

End Users

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In this session, we’ll take end users back to the basics and talk about all things print in Total Expert! We’ll walk through the benefits of print marketing, understanding your print library, adding your own tags, co-marketing with print, and more! Whether you’re new to using print in Total Expert or are already a pro – you’ll find something useful in this session!

Best Practices for End Users: Print Marketing in 2021

Thurs., Feb. 11 | 2-2:30p CT

End Users

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In this session, we’ll talk about how powerful print marketing still is in our tech-dominated day and age. We’ll share tips and tools (like EDDM, rate flyers, infographics, postcards and more!) to build your brand awareness, reach out to communities, and connect with unique audiences.

Back to Basics for Marketers: Journeys

Tues., Feb. 16 | 2-3p CT

Marketing Administrators

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In this webinar, we’ll do a 1-hour crash course with Marketers on planning, modifying, testing, and publishing Journeys! We’ll also help you understand the benefits of using Journeys to personalize your customer experience, review key Expert Content Journeys, and share some of our best practices.

Total Expert Q&A for End Users

Tues., March 9 | 2-2:30p CT

End Users

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End Users will join members of the Total Expert Training & Education team for a session dedicated to answering your questions and sharing some of our frequently asked questions, too! We’ll host two sessions to make sure as many people can join – so feel free to join for one session or both! Please also feel free to leave any questions in the Questions & Comments section on the registration page!

Total Expert Q&A for End Users

Thurs., March 11 | 2-2:30p CT

End Users

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End Users will join members of the Total Expert Training & Education team for a session dedicated to answering your questions and sharing some of our frequently asked questions, too! We’ll host two sessions to make sure as many people can join – so feel free to join for one session or both! Please also feel free to leave any questions in the Questions & Comments section on the registration page!

Total Expert Q&A for Marketers

Tues., March 16 | 2-2:30p CT

Marketing Administrators

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Marketers will join members of the Total Expert Training & Education team for a session dedicated to answering your questions and sharing some of our frequently asked questions, too! We’ll cover a lot – some come ready to learn something new! Please also feel free to leave any questions in the Questions & Comments section on the registration page!

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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Get ahead of rising consumer expectations with personalized customer journeys that scale