What is The Expert Academy?
The Expert Academy is for administrators and end users that are already well versed in the basics of Total Expert. The Expert Academy is our dedicated monthly training sessions for experienced users are specifically designed to help elevate your expertise and explore how to do more with the platform. Uncover the depth of Total Expert’s capabilities with dynamic content that varies each month – one session designed for administrators, and a second session intended for end users. Our monthly content is designed to keep you at the forefront of innovation. Join us regularly for a continuous learning experience, ensuring you lead with confidence in the ever-changing landscape of Total Expert.
Take a look at our most recent training recordings here!
The Expert Academy Admin Onboarding Series | Dates | Passcode | Resources |
| 5 Things You Need to Know | Tuesday, March 5th, 2024 | A.6@3.Kr | |
| Managing Users and Teams | Tuesday, March 6th, 2024 | iR..pp0q | |
| Automating Workflows | Thursday, March 7th, 2024 | LL*Tv7=u | |
| Helping You Win in a Changing Rate Market | Tuesday, February 20th, 2024 | #R1i%wi3 | |
| Build With Me: Open House Follow-Up Journey | Tuesday, Marth 12th, 2024 | Y0@DAc7v | |
| Journey Testing, Part 1 | Tuesday, April 23rd, 2024 | Z#A9SLV. | Link to Article |
The Expert Academy End User (Loan Officers) Onboarding Series | Dates | Passcode | Resources |
| Locked in On Lead Nurture | Tuesday, March 5th, 2024 | $k6&RfR9 | |
| Building Referral Relationships | Tuesday, March 6th, 2024 | x8!.Z4CF | |
| Creating Customers for Life | Thursday, March 7th, 2024 | lE^!Y9m$ | |
| Helping You Win in a Changing Rate Market | Tuesday, February 22nd, 2024 | j&6k5v?n | |
| 3-2-1 Contact Management | Thursday, March 14th, 2024 | Uj5J%!h* | |
| Customer Intelligence for Loan Officers | Thursday, April 25th, 2024 | 4r?dgU7a |