Accepting a Co-Marketing Invite


When you receive and accept a co-marketing invite as an agent partner, you will be taken to the account registration page.  The first page will ask you to confirm your email address and create a password for your account.  After filling this page and clicking "create account", your account will be created.  The following pages will ask you to enter additional account information, which will then be entered into your account settings.  If the Loan Officer that pre-filled the invite with some of your information, that information will appear in the registration form.  You will have the ability to edit any of this information.


Accepting an Invitation When You Already Have an Account


If you already have a Total Expert account, you can still receive a co-marketing invite.  When you open the invitation, you will see a confirmation message indicating that the connection was successful.  If you instead see a login page, you will want to login to accept the invite.  If you see a "Connection Invalid" message, this means that the invite that was sent to you is no longer valid.  You will want your co-marketing partner to send you another invitation in this instance.



Password - The minimum requirements for a password are: at least 10 characters, 1 uppercase letter, 1 lowercase letter, 1 special character, and 1 number.

Authorize Account Editing - If you check the box for "I authorize collaboration partners to edit my profile information", it will allow your Loan Officer partners to edit your account information.  This option can be changed at any time from your account settings menu.

Terms of Service - You must agree to our terms of service in order to create an account.