Getting Started
Getting Started
- Contact Import FAQ
- How Can I Import My Contacts Into Total Expert?
- How Can I Import My Loans Into Total Expert?
- How to Connect a New MLS Market
- Lead Sources That Can be Forwarded to Total Expert
- Total Expert System Status Page
- Help Resources
- When to Use Which Product Support Resource
- How to Contact Product Support
- How to Submit a Support Ticket Through the Help Desk Portal
- Admin - Help Desk Portal
- Admin - How to Submit a Ticket Through the Help Desk Portal
- Admin - How to View and Manage Tickets in the Help Desk Portal
- How to Import Leads From Another CRM Tool
- Open House/New Listing Playbook for Lender Users
- How to Access My Quick Links
- How to Create a Facebook Business Manager Account
- How to Create a Facebook Ad Account For Business Manager
- Supported Internet Browsers
- California Consumer Protection Act (CCPA)
- Getting Started Checklist
- Creating Business Growth Checklist
- Quick Hit Videos
- New User Reference Sheet
- What Integrations Does Total Expert Have?
- How to Request a Custom Report
- Building Referral Relationships Checklist
- Creating Customers for Life Checklist
- Locked In on Lead Nurture Checklist
- New Gmail and Yahoo Email Requirements
Dashboard
Dashboard Overview and Guides
Activity Stream
Initial Customer Onboarding Resources
Admin Training Videos
New User Resource Overview and Guides
- 5 Holiday Marketing Action Items
- 6 Total Expert Habits of Effective Mortgage Loan Officers
- Admin Onboarding - Automating Workflows
- Admin Onboarding - Managing Users and Teams
- Admin Onboarding Handout - 5 Things You Need to Know
- Managing Users
- Permission Recommendations - Banking Industry Users
- Permission Recommendations - Mortgage Industry Users
- Texting with Total Expert
- Total Expert for the Modern Loan Officer - Feature Overview
New User Training Videos
Best Practices Videos
- [Video] Best Practices Loan Officers: Social Media
- [Video] Best Practices Loan Officers: Lead Capture Apps
- [Video] Best Practices Loan Officers: Infographics
- [Video] Best Practices Loan Officers: Workflow Management
- [Video] Best Practices Loan Officers: Daily Digest
- [Video] Best Practices Loan Officers: Focused View
- [Video] Best Practices Loan Officers: Single Property Sites
- [Video] Best Practices Loan Officers: New Property Listings
- [Video] Best Practices Loan Officers: Successful Open Houses
- [Video] Best Practices Loan Officers and Agents: Connecting With Co-Marketing Partners
Mobile
- Mobile App FAQs
- How to Download the Total Expert Mobile App
- How to Provision Phone Numbers for SMS in Mobile App
- How to Send SMS Opt In Request to Contacts in Mobile App
- How to Send SMS Messages to Contacts in Mobile App
- How to View SMS Text Chat History in Mobile App
- Total Expert Mobile App and Engage SMS