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Getting Started
8
How Can I Import My Contacts Into Total Expert?
How to Forward Leads
How to Connect a New MLS Market
How to Import Leads From Another CRM Tool
How to Request a New Lead Parsing Service
See all 8 articles
Best Practice Videos
8
[Video] Best Practices Loan Officers: Daily Digest
[Video] Best Practices Loan Officers: Workflow Management
[Video] Best Practices Loan Officers: Lead Capture Apps
[Video] Best Practices Loan Officers: New Property Listings
[Video] Best Practices Loan Officers: Social Media
See all 8 articles
Dashboard
6
My Dashboard [Lenders]
My Dashboard [Agents]
How to Access My Quick Links
How to Quickly Add Contacts and Connections
Help Resources
See all 6 articles
My Account
10
How to Change My Password
How to Update My Account Settings
How to Update My Notification Settings
How to Update My MLS/IDX Settings
How to Update My Marketing Profile
See all 10 articles
Integrations
12
How to Integrate With Twilio
How to Integrate With BombBomb Video
How to Integrate With Facebook
How to Integrate With Zillow Mortgage
How to Integrate With Office 365
See all 12 articles
Leads & Contacts
30
How to Export My Contacts
How to Filter My Contacts and Leads
How to Add Individual Contacts
How to Send Direct Emails to Contacts
How to Send BombBomb Videos to Contacts
See all 30 articles
Focus View
7
How to Add Notes to Focus View Contacts
How to Add Journeys to Focus View Contacts
How to Create a Custom Focus View
How to Log an Outcome
How to Copy Focus Views
See all 7 articles
Groups
9
What Are Groups?
How to Create a Smart Group
How to Create Manual Groups
How to Add Contacts to Groups in Bulk
How to Remove Contacts From Groups in Bulk
See all 9 articles
Co-Marketing Partners
10
Co-Marketing Partner FAQ
How to Invite Co-Marketing Partners
How to Edit Co-Marketing Profiles
How Does a Co-Marketer Accept Their Invitation?
Best Practices for Inviting Co-Marketing Partners in Bulk
See all 10 articles
Loans
1
How to Email Loan Participants
Activity Stream
1
What is My Activity Stream?
Tasks
5
How to Create Tasks
How to Edit Tasks
How to Delete Tasks
How to Mark Tasks as Complete
How to Create Recurring Tasks
Campaigns
8
What Are Auto Campaigns?
How to Assign Groups to Auto Campaigns
What Are Drip Campaigns?
How to Create Drip Campaigns
How to Assign Groups to Drip Campaigns
See all 8 articles
Journeys
2
How to View Active Journeys
How to Create Journey Statuses
Lead Capture Apps
5
Lead Capture Apps FAQ
How to Create Lead Capture Apps
How to Update Existing Lead Capture Apps
How to Delete Lead Capture Apps
How to View Lead Capture Apps
Print Marketing
16
How to Create Co-Branded Print Marketing Material
How to Create Single Branded Print Marketing Material
[Video] How to Build Co-Marketing Print Flyers
How to Publish Your Print Marketing Materials
How to Order EDDM Postcards
See all 16 articles
Web Marketing
11
How to Create New Single Property Websites
How to Post Single Property Sites to Social Media
How to Update Single Property Websites
How to Delete Single Property Websites
How to Edit Scheduled Social Media Content
See all 11 articles
Email Marketing
6
How to Create New Email Templates
How to Send Email Marketing to Selected Recipients
How to Add Variable Placeholders to Emails
How to Preview Email Templates Before Sending
How to Cancel Scheduled Messages
See all 6 articles
Team Manager or Loan Officer Assistant Features
3
Manage Your Team and Logging Into Team Member Accounts
Managing Tasks
How to Manage Your Team
SE KB (Internal Only) - Org Specific
KS State Bank - Specific Processes and Problems
0
