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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
My Dashboard [Lenders]
My Dashboard [Agents]
Dashboard Overview and Guides
User Activity Dashboards - Feature Summary
Activity Stream
What is My Activity Stream?
Activity Stream Overview
Initial Customer Onboarding Resources
Campaign Mapping Worksheet - Journey Planning Documents
Content eLearning Lesson
Journey Planning Documents
Total Expert Showcase for Loan Officers
Admin Training Videos
Total Expert Showcase for Retail Loan Officers
5 Things You Should Know - TEA Admin Onboarding #1
Managing Users & Teams - TEA Admin Onboarding #2
Automating Workflows - TEA Admin Onboarding #3
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
Total Expert for Real Estate Professionals
Foundations for Loan Officers
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
Mobile Overview and Guides
Total Expert Mobile App Feature Summary
TE_Engage SMS
Engage SMS: Provisioning and Deprovisioning Numbers
Release Resources
Release Notes
2024 Fall Release Notes
2024 Summer Release Notes
2024 Spring Release Notes
2024 Winter Release Notes
2023 Fall Release Notes
2023 Summer Release Notes
2023 Spring Release Notes
2023 Winter Release Notes
Release Overviews
2024 Fall Release Overview
2024 Summer Release Overview
2024 Spring Release Overview
2024 Winter Release Overview
2023 Fall Release Overview
2023 Summer Release Overview
2023 Spring Release Overview
2023 Winter Release Overview
Previous Release Highlight Videos
2024 Spring Release Highlight Videos
2024 Winter Release Highlight Videos
2023 Fall Release Highlight Videos
2023 Summer Release Highlight Videos
2023 Spring Release Highlight Videos
Analytics: Reporting and Dashboards
Customer Intelligence: Rate Alert
Total Expert for Salesforce
Total Expert Integration: Encompass
Advanced Lead Management: In-Platform SMS Notifications
Advanced Lead Management: Zillow Integration
Sales Productivity: Insights History on Contact Details
Sales Productivity: Recruiting View on Contact Details
Sales Productivity: Saved Lists on All Contacts View
Total Expert Integration: Capacity
Total Expert Integration: Lender Price
Total Expert Integration: Milestones
Total Expert Integration: Instagram
Advanced Lead Management: Lead to Voicemail
Advanced Firm Offer of Credit (FOC)
Advanced Lead Management
Customer Intelligence: Equity Enrichment
Integration: Floify
Integration: InGenius
Integration: SimpleNexus
Product User Guides
Product User Guides
Leads & Contacts Guide
User Accounts Guide
Print Marketing Guide
Co-Marketing For Free Accounts Guide
Contact Importer CSV File Set Up
Email Marketing for End Users
Social Media Posting Guide
Tools For Real Estate Agents Guide
Journey Reporting Guide
Integrations Guide
Automation Guide
Listing Insights Guide
Co-Marketing For Full Accounts Guide
Focused View Guide
Web Marketing Guide
Tasks Guide
Total Expert Dashboards
New SimpleNexus Integration Guide
leadPops Integration Guide
My Account
My Account
How to Update My Notification Settings
How to Update My Profile Photo
How to Update My Company Logo
How to Update My Marketing Profile
How to Update My Account Information
How to Change My Password
How to Update My MLS/IDX Settings
How to Add a Payment Method
Daily Email Digest Information
How to Create a User Disclaimer
How to Update a Disclaimer
How to View My Budget
How to Choose the Total Expert Dialer as Your Preferred Dialer
How to Log Into My Total Expert Account With Multi-Factor Authentication Enabled
1-Way Mobile 10DLC SMS Changes and Updates
SMS Compliance Changes: 10-Digit Long Code (10DLC) Campaign Registry
How to Register with the Campaign Registry: A2P 10 DLC SMS Regulatory Compliance
My Account Simulations
Updating Marketing Profile and Profile Image Microlesson
Updating Company Logo - Simulation
Updating Team Logo - Simulation
Updating Information Displayed on Single Property Website - Simulation
Editing NMLS or License # - Simulation
Adding Payment Methods - Simulation
Disclaimers Microlesson
Account Settings: Edit Profile - Simulation
How Your System Status Impacts Your Lead Notifications - Simulation
My Account Overview and Guides
MLS Statuses
Multi-Factor Authentication: User
Password Reset Security Questions: User
User Availability
Co-Marketing Partners
Co-Marketing Partners
Co-Marketing Partner FAQ
How Does the Co-Marketing Process Work?
How to Invite Co-Marketing Partners
How Do I Allow For Co-Marketing Partners to Update My Profile?
How to Edit Co-Marketing Profiles
How to Remind Co-Marketers to Accept Their Invitations
Best Practices for Inviting Co-Marketing Partners in Bulk
How Does a Co-Marketer Accept Their Invitation?
What Are The Different Co-Marketing Connection Statuses?
How to View Co-Marketing Profiles
How to Delete Co-Marketing Partners
Insiders Look at Co-Marketing Partner Accounts
Co-Marketing Partner Simulations
Co-Marketing Partners MLS/IDX Settings - Simulation
How to Invite Co-Marketing Partners - Microlesson
How to Allow a Co-Marketing Partner to Update My Profile - Demo Simulation
Co-Marketing Partners Overview and Guides
Co-Marketing Requests
Benefits of Co-Marketing
Co-Marketing Partners Introduction Feature Overview
Co-Marketing Partner Course
Inside a Co-Marketer's Account
Connecting With a Co-Marketing Partner
Leads & Contacts
Contacts
Contacts FAQ
How to Filter Contacts and Leads
How to Export My Contacts
How to Merge Duplicate Contacts
How to Send SMS Messages to Contacts
How to Save a New Contact List
How to Share Contacts
How to Add Journeys to Contacts
How to Send BombBomb Videos to Contacts (Basic Integration)
How to Send Text Message Opt-In Request to Contacts
How to Change Contact Owners
How to Archive Contacts
How to Send Emails to Contacts in Bulk
How to View Synced Office 365 Emails in Contacts
How to Silence Communications With Contacts
How to Delete Contacts
How to Add Contacts to Groups in Bulk
How Can A Contact Opt Back In to Receive Emails?
How to Send Direct Emails to Contacts
How to Quickly Add Contacts and Connections
How to Opt Contacts Out of Email Notifications
How to Assign Contacts
How to Organize My Contact List Columns
How to Add Individual Contacts
How to Remove a Contact From a Journey
How to Add Individual Contacts to Groups
How to Add Notes to Contacts
How to Edit Contact Information
How to Take Bulk Action on Contact Lists
How to Opt Contacts Out of SMS Messages
Contact Simulations
Global Search Contact and Visibility - Simulation
Create Folders & Tags - Simulation
Delete Folders and Tags - Simulation
Do Not Contact - Simulation
Downloading Weekly and Monthly Reports - Simulation
Save and Edit Contact List - Simulation
Contact Details Page - Simulation
Video File Size - Lesson
My Contacts - Simulation
Global Contact Search and Visibility - Simulation
Create a New Contact - Simulation
Contact Overview and Guides
Contact List - Feature Overview
Merging Contacts
Transferring Loans and Contacts
Creating a Lead From a Contact
Archiving Contacts
Create a Lead from the Contact Record - Feature Overview
Taking Multiple Actions on Contact Records - Feature Overview
Navigating the Configurable Product Panel - Feature Overview
Contact List - Feature Overview
Saving Lists on the Contacts Page
My Contacts
How to Create a Lead from a Contact Record - Feature Overview
Global Search Contact and Visibility - Feature Overview
SMS Feature Summary
Pipeline Views Feature Overview - Simulation
Sharing and Assigning Contacts
Leads
How to Invite Contacts to Co-Market
How to Create a Lead Source
How to Create Action Plans
Different Customer Communication Preferences
How to Create a Lead Route
How to Update Lead Source Settings
How to Manually Create Leads
How to Edit Lead Information
Temporary Work Around- Search By All Contacts
How to Claim Aged Leads
Lead Simulations
Lead Intake Lead for Loan Officers - Simulation
Creating Lead Sources (leads) - Simulation
Lead Status Change - Simulation
Creating Lead Sources for End Users - Simulation
Editing a Lead Source - Simulation
Creating Organization- Wide Lead Sources for Admins - Simulation
Building a Lead Distribution Workflow on User Qualification - Simulation
Building Lead Distribution on User Availability - Simulation
Setting up Simultaneous Lead Distribution - Simulation
Lead Management Feature Overview - Simulation
Create Lead Sources (Contacts) End User - Simulation
Transfer Loans and Contacts - Simulation
Email Disclaimers in Email Builder - Simulation
Advanced Lead Management Contact Ownership - Simulation
Lead Overview and Guides
List of Available Actions - Feature Overview
Organization-Wide Groups - Feature Walkthrough
Getting Started With Listing Insights - Marketing Admin
Getting Started With Listing Insights - End User
Lead Assignment
My Leads - Feature Overview
Manually Create an Organization-Wide Lead Source With the Comms Package - Feature Overview
Create Leads - Feature Overview
Planning Worksheet for End User Journeys Rollout
Claimable Leads Queues
Call Queue for Administrators
Call Queue for End Users
Focused View
How to Create a Custom Focused View
How to Log an Outcome
How to Add Journeys to Focused View Contacts
How to Add Notes to Focused View Contacts
How to Copy Focused Views
How to Reposition Focused Views?
How to Delete Focused Views
Focused View Simulations
Copying and Editing Standard Focused Views - Simulation
Creating Standard Focused Views - Simulation
Deleting a Custom View - Simulation
Deleting a Standard Focused View - Simulation
Editing a Standard Focused View - Simulation
Creating a Custom View from a Blank View - Simulation
Creating a Custom View from a Marketer View - Simulation
Copying & Editing a Custom View - Simulation
Managing and Resolving Contacts Within a Focused View - Simulation
Focused View Feature Overview for End Users - Simulation
Focused View Feature Overview for Marketing Admins - Simulation
Focused View Feature Overview for End Users - Simulation
Focused View Overview and Guides
Focused View for End Users
Getting Started With Focused View
Focused View For Administrators
Focused View End User - Feature Overview
Focused View Marketing Admin - Feature Overview
Flexing Journeys to Bring Custom Fields Into Focused Views
Focused View and Call Queue
Listing Insights
Listing Insights FAQ
What Are Listing Insights?
How Can I See Listing Insights Within Contact Records?
Listing Insight Overview and Guide
Listing Insights
Listing Insight Alert - Feature Overview
Contact Groups
Contact Groups FAQ
How to Create Smart Groups
How to Create Manual Groups
How to Add Contacts to Groups in Bulk
How to Send Emails to Groups
What Are Groups?
How to Edit Groups
How to Remove Contacts From Groups in Bulk
How to Remove Individual Contacts From a Group
How to Delete a Group
How to Make Groups Available to all Organization Users
How to Work With Organization-Wide Groups
Communications
What is the Communications Package?
How to Place Calls Using the Dialer
How to Create a Lead Source With the Communications Package
How to Send SMS Messages Using the Communications Package
How to Create Leads From Contacts
How to Add Notes During Calls
What is Shotgun Lead Distribution?
How to Edit Lead Information
Lead Assignment for End Users
How to Access the Activity Log
How to Add Contacts to Journeys in the Call Queue
How to View Opportunity Details
Call Recording and History
How to Use the Call Queue
How to Log Outcomes in the Call Queue
How to View Lead Detail Information
Preferred Number in Dialer Feature
How to Call Contacts in the Call Queue
What is the Preferred Dialer Number?
How Do I Add Preferred Numbers to My Contact Information?
How to Choose Your Preferred Dialer Number
How to Receive Calls
How to Edit Opportunity Details
How to View Contact Details and History in the Call Queue
How to Email Contacts in the Call Queue
Call Recording Transcriptions
How to Take Admin Actions on Contacts in the Call Queue
What is User Availability?
How to Change My Availability Toggle
How to Receive Inbound Call Campaign Leads
Communication Simulations
Call Queue Basics - Interactive Simulation
Call Queue for End Users - Simulation
Communications Companion Course - Simulation
Creating a Claimable Leads Queue - Simulation
Preferred Dialer - Simulation
Using a Claimable Leads Queue - Simulation
Using the Drop Voicemail Feature - Simulation
Communication Overview and Guides
Communications Feature Overview
Preferred Dialer for Communications Package
Call Transcription
Preferred Dialer
Engage SMS
Custom Field Overview and Guides
Custom Fields
Custom Fields - Feature Overview
Managing Custom Fields
Recruiting
The TE Recruiting Module - Microlearning
Tasks
How to Mark Tasks as Complete
Managing Tasks
How to Create Tasks
How to Create Recurring Tasks
How to Edit Tasks
How to Delete Tasks
How to Bulk Edit Task Assignees
How to Bulk Edit Task Due Dates
Pipeline Views
How to Use Organization Pipeline Tabs
How to Add and Manage New Pipeline Tabs
Pipeline Views Simulations
Creating and Managing Pipeline Views for Marketing Admins - Simulation
Creating and Editing Pipeline Views for Users - Simulation
Pipeline View Overviews and Guides
Organization Level Pipeline Views - Best Practice Framework and Views
Customer Intelligence (CI)
Credit Inquiry Alerts
What Are Credit Inquiry Alerts?
How to Choose Contacts to Monitor - Credit Inquiry Alerts
Equifax's Prescreen Guidelines for Firm Offer of Credit
Customer Intelligence Alerts - Admin Course
Equity Alerts
What Are Equity Alerts?
How to Choose Contacts to Monitor - Equity Alerts
How to Setup Your LTV Threshold
Rate Alerts
What Are Rate Alerts?
How to Choose Contacts to Monitor - Rate Alerts
How to Set Up Rate Source and Threshold
Credit Improvement Alerts
What Are Credit Improvement Alerts?
How to Choose Contacts to Monitor - Credit Improvement Alerts
Life Events
What Are Life Events?
How to Choose Contacts to Monitor - Life Events
Customer Intelligence Overview and Guides
Acquisition and Retention
Advanced Firm Offer of Credit - Feature Summary
Credit Underwriting Onboarding
Customer Intelligence - Compliance FAQ
Customer Intelligence Alerts - End User
Customer Intelligence FAQ
Customer Intelligence Onboarding End User Experience
Customer Intelligence Settings
Experian Firm Offer Guidelines
Firm Offer of Credit (FOC) Templates (Email and Print)
Firm Offer of Credit Requirements
Listing Insight Alerts
Listing Insight History
Mortgage Credit Insight FAQs
Mortgage Life Events Alerts Best Practices
Suppression Codes for Firm Offers of Credit
Content Marketing
Email Marketing
Email Marketing FAQ
How to Send Email Marketing to Selected Recipients
How to Create New Email Templates
How to Read My Email Statistics
How to Edit Email Templates
How to Cancel Scheduled Emails
How to Add Variable Placeholders to Emails
How to Search For Certain Email Templates
How to Preview Email Templates Before Sending
How to Edit a Base Template Email Template
Email Marketing Simulations
Create Predefined Layout Email Template - Simulation
Create Email Template using HTML Code - Simulation
Create Simple Text Email Template - Simulation
Cancel Scheduled Email - Simulation
How to Manage an Email Template - Simulation
How to Publish an Email Template - Simulation
Send a Direct Email using an Existing Template - Simulation
Submitting Email Signatures to Total Expert - Simulation
Create Predefined Layout Email Template - Simulation
Create Email Template Using HTML Code - Simulation
Create Simple Text Email Template - Simulation
Cancel Email - Simulation
Review Email Statistics - Simulation
Creating Sending Profiles - Simulation
Cancel Schedule Email - Simulation
Email Marketing Overview and Guides
Using a Base Email Template
Email Placeholder Tags
Creating an Email Template
Creating a Base Email Template
Email Builder
Sending Profiles
Updating Email Disclaimers
Content Blocks in Emails
Previewing Emails
How to Mark Up an Email PDF
[Video] Best Practices for Loan Officers: Email and Email Stats
Video Email Templates
Style Sheet Builder for Email Builder
Print Marketing
Print Marketing FAQ
How to Create Co-Branded Print Marketing Material
How to Create Single Branded Print Marketing Material
How to Track My Print Order
How to Order EDDM Postcards
How to Publish Your Print Marketing Materials
How to Order Direct Mail Postcards
How to Add or Delete Photos in My Image Library
How to Search For Specific Print Templates
How to Pay for Print Material Orders
[Video] How to Build Co-Marketing Print Flyers
How to Edit Print Marketing Materials
How to Print and Ship Print Orders
How to Share Print Marketing Materials on Social Media
How to Generate a PDF to Print or Share
[Video] How to Create Every Door Direct Mail (EDDM)
How to Quickly View Co-Branded Cost Split Prices
How to Review My Print Material Orders
How to Use Budgeting to Pay for a Print Assets
How to Archive Print Marketing Materials
How to View Print Marketing Draft Notes
How to Cancel Print Marketing Orders
How to Delete Print Marketing Materials
Freshdesk Quick Start Guide
Customer Submission Requirements
Freshdesk Training - Webinar
Customer Branding Instructions
Total Expert Content Library Standard Sizing Guide
Implementation Customer Content Resources
How Do Draft Notes Work When There is an Approval Process?
Print Marketing Simulations
Creating a Co-Branded Print Flyer Mini Course
Creating a Single Branded Print Flyer - Simulation
Sending a Direct Mail Postcard - Simulation
Creating an EDDM Postcard - Simulation
Managing Drafts - Simulation
Managing Denied - Simulation
Sharing Print Materials on Social Media - Simulation
Editing Tags on Print Material - Simulation
Managing Orders - Simulation
Add Media to Image Library - Simulation
Remove Media From Image Library - Simulation
Print Marketing Overview and Guides
Infographic Flyers
Co-Marketing Print Marketing FAQ
Single Branded Flyer - Interactive PDF
Single Branded Flyer - Document
Approval Flows
Using Self-Serve Print Content
Static Content Uploader
Organizing Your Content Library
Customer QA Instructions
Cost Split Markups
Content Admin Settings
Assigning and Using Infographics
Assigning User Access to Content
Content Tools Matrix
Back to Basics: Print Marketing
Content Toggles
Expert Content Toggle Glossary
Editing a Print Template with Multiple Background Images
Print Pricing Guide
Content Editor
Web Marketing
How to Create New Single Property Websites With MLS Number
How to Share Static Social Media Content
How to Manually Create Single Property Sites
How to Customize Single Property Sites
Posting Single Property Sites to Social Media Microlesson
How to Share Standard Social Media Content
How to Purchase a New Domain Name
How to Generate a Dynamic Landing Page Link
How to Use Web Domains I Already Own
How to Update Single Property Websites
How to Edit Scheduled Social Media Content
How to Share My Single Property Site With Clients
How to Use a Domain Name That is Already Used on Another Website
How to Preview Dynamic Landing Pages
How to Delete Single Property Websites
Using the Self-Serve Social Template
Tips for Getting Started with Social Media
Web Marketing Simulations
Web Marketing: Single Property Sites - Simulation
Delete an Existing Single Property Website - Simulation
Updating an Existing Single Property Website - Simulation
Posting Static Content to Social Media - Simulation
Reviewing Editing and Deleting Social Media Posts - Simulation
Creating Social Media Posts with an Approval Flow - Simulation
Creating a Text-Only Social Media Post - Simulation
Planning Worksheet for LO Journeys Rollout
Web Marketing Overview and Guides
Posting a Single Property Site to Social Media
Posting Content to Social Media
Posting Static Content to Social Media - Simulation
Social Media Posting
Posting Content to Social Media
Lead Capture Apps
Lead Capture Apps FAQ
How to Create Lead Capture Apps
How to View Lead Capture Apps
How to Update Existing Lead Capture Apps
How to Delete Lead Capture Apps
Lead Capture App Simulations
Lead Capture Apps: Event Registration - Simulation
Lead Capture Apps: Open House - Simulation
Lead Capture App Overview and Guides
Lead Capture App - Feature Overview
Campaigns
Campaigns
Campaign FAQ
What Are Auto Campaigns?
How to Assign Groups to Auto Campaigns
How to Create Drip Campaigns
What Are Drip Campaigns?
How to Assign Groups to Drip Campaigns
How to Assign Drip Campaigns to Contacts
How to Remove Contacts From Auto Campaigns
How to View Auto Campaign Actions
How to Use Budgeting for Print Auto Campaigns
How to View Auto Campaign Statistics
Campaign Simulations
Assigning an Auto Campaign - Simulation
Creating an Auto Campaign - Simulation
Editing Groups in Auto Campaigns - Simulation
Adding Contacts to a Campaign - Simulation
Creating Campaigns Using the Campaign Builder - Simulation
Campaign Overview and Guides
Campaign Feature Overview
Editing an Auto Campaign
Campaign Builder
What is the Campaign Builder?
How Can I View the Content Scheduled to Send in a Campaign?
How to Filter Contacts That Are Associated With a Campaign
Campaign Builder Performance Metrics
How to Remove Contacts From Campaigns
Campaign Builder Simulations
Create Email Campaign - Simulation
Edit an Existing Email Campaign - Simulation
Stopping an Email Campaign - Simulation
Inbound Call Campaign: End Users - Simulation
Campaign Builder Overview and Guides
Campaign Builder Feature Overview
Using Custom Fields in the Campaign Builder
Using the Campaign Builder
Journeys
Journeys
What Are Journeys?
How to View Active Journeys
How to Create Journey Statuses
Journey Manual
Journey Simulations
Journey Creator Reporting - Simulation
Creating a New Journey - Simulation
Assigning a Journey to Users and Teams - Simulation
Unpublishing a Journey - Simulation
Journey List Page Overview - Simulation
Journey Publishing and Access Settings - Simulation
Activating and Adding Contacts to Journeys for End Users - Simulation
Journey Feature Overview - Simulation
Create a Lead Journey - Simulation
Triggering Timer Delays in Journeys
Journey Overview and Guides
Journey List Page Overview
Journey Testing: Course 1: Prerequisites
Journey Testing: Course 2: Creating a Test Plan
Journey Testing: Course 3: Test Execution & Validation
Expert Content Journey Overview: Banking - PDF
Journey Planning Questions
Using Journey Occurrence Limits
Using Journey Inline Conditions
Journey Triggers
Journey Publishing Settings
Journey Email Unsubscribe Best Practices
Campaign Flowchart Template
Journey Best Practices
Journey Quick Reference Guide
Journey Component List
Journey Creator Reporting
End User Engagement Journey
Journey Split Test Event
Journey Testing Playbook
Journey Statuses
Journey Reports
Journey Planning Document - XLSX and DOCX files
Testing Journeys - Basic Guidelines and Best Practices
Journey Creator Reporting - Video
Journey Task Outcomes - Course
Integrations
Integrations
How to Integrate With Facebook (Meta)
How to Integrate With BombBomb Video
How Do I Disconnect and Remove My Facebook Integration?
How to Integrate With Office 365
How to Create an MBS Highway Marketing Kit: Step 1 of 3
How to Integrate With LinkedIn
How to Integrate With Zillow Tech Connect [Agents]
How to Connect to LeadPops
New SimpleNexus Integration
Blend Integration FAQ
How to Create an MBS Highway Marketing Kit: Step 2 of 3
How to Create an MBS Highway Marketing Kit: Step 3 of 3
How to Integrate With Blend
Where Does Total Expert Overlap With Blend Application Status Notifications?
How to Integrate with Instagram (Meta)
How Do I Disconnect and Remove My LinkedIn Integration?
How to Integrate With Twitter
Zapier Integration FAQ
How Do I Disconnect and Revoke My Twitter Integration?
How to Start a BeSmartee Application With Leads
How to Integrate With Zillow While Using Lead Management
SimpleNexus Integration - Feature Summary
Ingenius/Growth Multiplier Integration - Feature Summary
Floify Integration - Feature Summary
TrustStar Integration Setup
How to Integrate With Zillow
DirectMailers - Feature Summary
Loanzify Integration Feature Summary
LOS Mapping Fields
Encompass Best Practices
Integration Simulations
Integration Settings for Office 365 - Simulation
BombBomb Integration Settings - Simulation
Integration Settings for Twitter - Simulation
Zillow Integration Settings - Simulation
Facebook Integrations Settings - Simulation
Sales Boomerang Integration Settings - Simulation
Integration LinkedIn Settings - Simulation
Optimal Blue Settings - Simulation
Connecting and Using the Instagram Integration - Simulation
Using TrustStar in Total Expert - Simulation
Creating Rate Flyers Using Optimal Blue
Advanced Lead Capture - Microlearning
Connecting Integrations in Total Expert - Simulation
Integration Overviews and Guide
BombBomb Vist - Feature Overview
Setting Up Sales Boomerang Integration
Encompass Next Gen Feature and Configuration Guide
Milestone Integration
Milestone Integration
Using Instagram With Total Expert
Zillow Integration Feature Summary
Encompass Enhancement Integration
Optimal Blue for Rate Flyers
Integrating a Zillow Account
Newzip Integration Feature Summary
Birdeye Integration Feature Summary
MAXA Feature Summary
RETR for End Users
Contact Import
Contact Importer
How to Import Contacts: Step 1 of 3
How to Import Contacts: Step 2 of 3
How to Import Contacts: Step 3 of 3
How Do I Reverse a Contact Import?
How to Delete Contact Import Templates
How to Import Contacts: 1 of 3 - Simulation
How to Import Contacts: 2 of 3 - Simulation
How to Import Contacts: Step 3 of 3 - Simulation
Importing Contacts - Simulation
Using the Data Importer Onboarding Exercise
Import Error and Skip Handling
Contact Importer Overview and Guides
Using the Data Importer
Data Importer CSV File Setup
Outbound Data Connector
Data Importer Error Messages
Reporting and Analytics
Reporting Overview and Guides
Marketing Overview Report
Most Popular Standard Reports
Reporting
Self-Service Reporting: User Activity
Standard Reports
Analytics
What Are Analytics?
How to View Analytics
How to Navigate Between Different Dashboards
How to Filter My Analytics
How to Download Analytics Dashboards
How to Duplicate Dashboards
How to Take Actions on Duplicate Dashboards
Analytics Overview and Guides
Embedded Analytics Feature Overview
Embedded Analytics Data Dictionary
Analytics Dashboards User Guide
Embedded Analytics: Editing Widgets - Course
CI: Monitored Contacts Dashboard
Analytics Simulations
Changing High Level Data to a Detailed View - Simulation
Data Drill to Detail: Cost Center and Loan Officer - Simulation
Self-Service Reporting: Email
Loans
Loans
How to Email Loan Participants
How to Search for Loans
How to Save a New Loan List
Loans - Simulations
Creating a Loan Participant - Simulation
Teams
Teams
How to Manage Your Team
Manage Your Team and Logging Into Team Member Accounts
Team Simulation
Assign Users to a Team - Simulation
Assign Users to a Team - Simulation
Removing Users from a Team - Simulation
Manage Print Orders for a Team - Simulation
Manage Single Property Websites for a Team - Simulation
Reviewing a Contacts Loan Information - Simulation
Team Overview and Guides
Teams
Setting Team Priority
Expert Content
Expert Content Simulations
Expert Content Help Materials - Simulation
Content eLearning - Simulation
Expert Content - Certificate Deposit of Cross Sell
Expert Content - Social Media Library
Self-Serve Print Toggles - Simulation
Expert Content Overview and Guides
Campaigns - In Process
Campaigns - Lead Nurture
Campaigns - Lifetime
Campaigns - Post Close - Home Anniversary
Certificate of Deposit Cross Sell
Content: Disclaimers
Content: Marked-Up PDF Examples
Content: Print Marketing Templates & Assets
Content: Self-Serve Disclaimer Guidelines
Equity Alert Journey
Expert Content Abbreviations
Expert Content Banking Journey Overview
Expert Content Help Materials
Expert Content Help Materials - Articles
Expert Content Help Materials - Help Document
Expert Content Journey - In-Process Refinance
Expert Content Journey - Lead Purchase Credit Challenged
Expert Content Journey - Lead Purchase Renter
Expert Content Journey - Lead Purchase Spanish Buyer
Expert Content Journey - Lead Purchase Vacation/2nd Home
Expert Content Journey - Lead Realtor/Builder/Other Partner
Expert Content Journey - Loan Anniversary - Video
Expert Content Journey - Post Close - Home Anniversary - Purchase
Expert Content Journey - Pre-Qualified
Expert Content Journey - Total Expert Onboarding
Expert Content Newsletter Delivery
Expert Content Strategy Guide - First Time Homebuyers & Mortgage Education
FAQ - Expert Content Adjustments
Information Security Customer Responsibilities
Listing Insights Journey
Strategy Guides
Bank Onboarding
Banking - Certificate of Deposit Cross Sell
Banking - Certificate Of Deposit Renewal
Banking - Online Banking
Banking - Savings Cross Sell
Banking - Stair Stepping Cross Sell
Customer Intelligence - Rate Alert Journey
Customer Intelligence: Credit Improvement
Customer Intelligence: Equity
Customer Intelligence: HELOC Opportunities with Enriched Data
Customer Intelligence: Life Events - Child (Mortgage)
Customer Intelligence: Life Events - Divorce (Mortgage)
Customer Intelligence: Life Events - Family Notifications Only (Mortgage)
Customer Intelligence: Life Events - Marriage (Mortgage)
Email Signatures
Expert Content Strategy Guide - Credit Health
Expert Content Strategy Guide - Self Serve Templates
Holiday Social Media Graphics
Insurance - Flyer Library
Insurance - Policy Quote Follow Up
Insurance - Policy Renewal
Insurance - Social Media
MLS Listing & Mortgage Rate Assets
Mortgage - Financial Education
Mortgage - First Time Homebuyers & Mortgage Education
Mortgage - Lead Purchase Journey
Mortgage - Loan Officer Recruiting
Mortgage - Post Close Purchase Anniversary
Mortgage - Pre-Qualified Journey
Mortgage - Print Flyers
Holiday Card Program
2024 Holiday Card Program Details
Holiday Greeting Card Program FAQs
End User Resources for Greeting Cards
Admin Resource for Greeting Cards
EC - Greeting Card Background Images
Engagement
LO Daily Success Plan
LO Daily Success Plan
LO Daily Success Plan - No Customer Intelligence
Creating and Managing Groups
Contact Record Overview
Contact Management
Dashboard Overview
Reviewing Your Activity Stream
Creating Your Pre-Approval Playbook
Reaching Out to Clients on Their Birthdays
How to Send a Co-Marketing Partner (CMP) Invitation
Tracking and Managing Agent Relationships
Tracking Agent Appointments
Supporting Your Agent's Listings
How to Schedule Social Media Posts
How to Manage Your Customer Intelligence Tasks
Reviewing Your Refi Opportunities
Creating Equity Opportunity Lists
Leveraging Pipeline Views
Marketing to Your Database
How to Set Up Your BombBomb Account in Total Expert
How to Create an MLS-Integrated Social Media Post
Gamification Email Templates
Marketing Admin Guide Gamification Email Templates
Gamification Leaderboard
Gamification Template 1
Gamification Template 2
LO to Agent Sales Kit
LO to Agent Co-Marketing Kit Presentation
LO to Agent Co-Marketing Kit Playbook
Agent Presentation Invitation Script
LO to Agent Co-Marketing Kit Event Script
Quick Hit Feature Overview Videos
Lead Capture App - Quick Hit Video
Single Property Website - Quick Hit Video
Saved Contact List - Quick Hit Video
Mortgage Credit Inquiry Alert - Quick Hit Video
Listing Insights – Quick Hit Video
Rate Alert – Quick Hit Video
Equity Alert – Quick Hit Video
Customer Intelligence Alerts – Quick Hit Video
Lead Capture App Strategy - Quick Hit Video
Single Property Website Strategy - Quick Hit Video
Equity Enrichment (Contact Lists) - Quick Hit Video
Credit Inquiry - FOC Postcard
Viewing Customer Intelligence Alerts
Pipeline Views - Quick Hit Video
Co-Marketing Partner One-Pagers
Benefits of Total Expert
Frequently Asked Questions
Lead Capture Apps
Lead Management
Print Marketing
Single Property Sites
Agent Tutorial Quick-Hit Videos
Agent Account - Creating Your Account
Agent Account - Overview of Your Total Expert Account
Agent Account - Lead Capture Apps
Agent Account - Single Property Websites
Agent Account - Combine Dashboards
Agent Account - Co-Branded Print Marketing
Agent Account - Property Detail Infographics
Agent Account - Adding Your MLS Agent ID
Agent Account - Uploading Your Database
Product Enablement Tools
Co-Marketing ROI Slide
Daily Digest: ROI One-Pager
Daily Digest ROI Slide
Focused View ROI Slide
Weekly FV Strategy
5 Steps to Success With Total Expert
Top 10 Mortgage Best Practices
Top 10 Mortgage Best Practices Video
ARM Expiration Journey Best Practices
Listing Insights: One-pager
Listing Insights Call Script
Listing Insights Presentation
Total Expert One Pager
Total Expert One Pager (with CI & LE)
Playbooks/Best Practice Documents
Branch Manager Best Practices
Co-Marketing Playbook: Three Steps to Building Successful Partnerships
LOA Playbook
LOA Weekly Checklist
LOA Best Practices - Admin Notes
LOA Best Practices Webinar Recording
Onboarding Playbook: End User - Editable
Onboarding Playbook: Marketing Admin for Existing Customers
Onboarding Playbook: Marketing Admin for New Customers
Supporting Your Loan Officers and Their Referral Partner Relationships
Loan Officer Assistant Best Practices
Best Practices for Onboarding, Ongoing Promotion, and Overall Engagement Playbook
Leveraging Your Supporting Actors to Drive Higher Adoption
Creative Ways to Engage Loan Officers and Their Referral Partners
Customer Intelligence End User Playbook
Five Pillars to Admin Success in Total Expert (with A Marketing Agency)
Small Actions That Lead to Big Results
Five Activities to Drive Results
Refinance Playbook for Lenders
3 Ways Loan Officers Can Support Agents
Available Engagement Journeys
Co-Marketing Partner Promotion Journey
Total Expert End User Engagement Journey
Total Expert Bootcamp: Training Video
Total Expert Onboarding Journey Guide
Total Expert Bootcamp: Achievement Package
Bootcamp 2.0 Admin Guide
LOA Bootcamp Journey Admin Guide
Co-Marketing Partner Engagement Emails
New Co-Marketing Partner Training Journey [Video Emails]
Customer Intelligence Success Series Journey Overview
Customer Intelligence Promotional Journey
Total Expert Onboarding Deep Dive Journey Guide
Self-Serve Engagement Kits
Self-Serve Engagement Kits: Overview & Best Practices
Self-Serve Presentation: Co-Marketing Partners
Self-Serve Presentation: Connecting with a Co-Marketing Partner
Self-Serve Presentation Guide: Connecting With a Co-Marketing Partner
Self-Serve Presentation: Contacts and Groups
Self-Serve Presentation: Daily Digest
Self-Serve Presentation Guide: Daily Digest
Self-Serve Presentation: EDDM
Self-Serve Presentation Guide: EDDM Postcards
Self-Serve Presentation Guide: Lead Capture Apps
Self-Serve Presentation: Emails and Campaigns
Self-Serve Presentation Guide: Emails and Campaigns
Self-Serve Presentation: Focused Views
Self-Serve Presentation Guide: Focused View
Self-Serve Presentation: Handling Objections from Potential Co-Marketing Partners
Self-Serve Presentation Guide: Handling Objections From Potential Co-Marketing Partners
Self-Serve Presentation: Infographics
Self-Serve Presentation Guide: Integrations
Self-Serve Presentation: Integrations
Self-Serve Presentation: Lead Capture Apps
Self-Serve Presentation Guide: Infographic Flyers
Self-Serve Presentation: Single Property Sites
Self-Serve Presentation: Saved Contact Lists
Self-Serve Presentation Guide: Single Property Websites
Self-Serve Presentation: Social Media
Self-Serve Presentation Guide: Social Media
Self-Serve Presentation: Workflow Management
Self-Serve Presentation Guide: Workflow Management
Using the Self-Serve Social Template
Self-Serve Presentation: Customer Intelligence
Recordings and Videos
Co-Marketing: Promo Video for Agents
Total Expert Welcome & Overview - Loan Officer
The Five Pillars to Admin Success in Total Expert (Video)
Total Expert Overview
Engagement Webinar Best Practices for Leveraging Pipeline Views Recording
Developer Resources
Developer Resources
API Documentation
Deduplication Logic
Getting Started with the Total Expert API
Integration: Survey Responses
POS Integration - Liquid Logic
Vendor OAuth Integration Guide
Maxa Design Center
Maxa Design Center
How to Create a Custom Design in Maxa Design Center
How to Create a New User Group
How to Change the Color of an Element in a Design
How to Move Pages
How to Change the Color of a Logo in a Design
How to Edit and Save a QR Code in a Design
How to Edit Your Profile Information
How to Create Users
How to Add and Delete Pages
How to Invite New Users
How to Unlock and Edit Locked Elements
How to Return to Your Dashboard
How to Add and Customize Standard Shapes
How to Upload Images to a Design
How to Add and Customize Text
How to Add Partners
Favoriting Designs, Folders, and Categories
How to Add and Edit Shapes in Maxa
How to Resize Logo
Maxa Design Center Image Recommendations
How to Share Your Design in an Email
How to Restrict Certain Fonts to Groups
How to Order Your Print Design
How to Make Users Compliance Admins
Downloading Options
How to Assign Users an Office
How to Use the MLS
Keyboard Shortcuts
Uploading Images From Your Computer
How to Search for Stock Images in Maxa Library
Maxa Design Center Videos
[Video] Getting Started and General Help
[Video] How to Update Account Information
[Video] How to Generate a QR Code
[Video] How to Crop an Image
[Video] How to Become an Agent From a Manager Profile
[Video] How to Share Images
[Video] How to Add Partners
[Video] How to Create Downloadable Categories
[Video] Placing Designs in Categories
[Video] How to Create a New Office
[Video] How to Assign Users to Manager Role
[Video] How to Hide Certain Categories From Users
[Video] How to Make Users Concierge Admins
[Video] MLS Property Image Replacements
[Video] How to Load MLS Photos Into a Design
[Video] Mailchimp/Constant Contact
[Video] Someone Shared a Design With You
[Video] How to Add Text and Replace Image
[Video] How to Upload Your Logo
[Video] Changing Color and Shape Effects
[Video] How to Upload Photos From Your Computer
[Video] How to Customize Templates
[Video] How to Pull Photos From Stock Image Libraries
[Video] Organizing Saved Designs Using Folders
[Video] How to Become a User
[Video] Marking a Design as New
[Video] Adding Email Signature to Email Footers
[Video] How to Change Background Color
[Video] How to Use an Upload Zone
[Video] Removing Photos From Designs
The Expert Academy
The Expert Academy Resources
Experienced Admin: Holiday Marketing Prep
Experienced End User: 3 Ways to Support Listing Agents Post-NAR Settlement
Experienced Series for Mortgage Admins: Analytics Dashboards
New Year’s Resolutions for Total Expert Administrators
Recordings for The Expert Academy
Open navigation
Total Expert Integration: Encompass
Modified on: Fri, May 12, 2023 at 12:30 PM