Dashboard

My Dashboard [Lenders]
NOTE: You may see more than one dashboard depending on your access.  Your Overview Dashboard includes the following: New Contacts - Number of new lead...
Fri, Mar 27, 2020 at 11:38 AM
My Dashboard [Agents]
NOTE: You may see more than one dashboard depending on your access.  You Overview dashboard includes the following: New Contacts - Number of new leads...
Thu, Mar 19, 2020 at 9:26 AM
How to Access My Quick Links
Quick Links take you directly to various marketing menus within your account. NOTE: The options you see can vary and are set by your organization.  ...
Thu, Mar 19, 2020 at 9:26 AM
How to Quickly Add Contacts and Connections
In the top navigation bar, click the plus symbol (+).  Choose an option.
Thu, Mar 19, 2020 at 9:26 AM
Help Resources
There are two areas within the Total Expert platform where you can access help.  Help Center - Includes knowledge base article content, in-depth training ...
Thu, Mar 19, 2020 at 9:26 AM
How to Contact Product Support
There are two routes you can take when it comes to reaching out to Product Support. Our team is available Monday - Friday, from 8:00 AM to 7:00 PM Central T...
Thu, Mar 19, 2020 at 9:27 AM