Getting Started

How Can I Import My Contacts Into Total Expert?
NOTE: Your organization may have an alternative area where contact imports should be sent. Please check with your internal administration team first. To...
Fri, Jul 10, 2020 at 10:47 AM
Contact Import FAQ
What Format Does the Import File Need to Be In? We require that the contact import file be in a CSV format.  How Do I Save My XLSX (Excel) File As a CS...
Thu, Jun 18, 2020 at 9:33 AM
How to Forward Leads
NOTE: Click HERE to learn how to request a new lead parsing service if yours is not listed.  Below is a list of outside lead sources we are currently co...
Wed, Jul 15, 2020 at 9:09 AM
How to Connect a New MLS Market
To connect a new MLS, a real estate agent or broker member is required to follow the steps listed below. Please understand it is very important for any non-...
Thu, May 21, 2020 at 3:11 PM
How to Request a New Lead Parsing Service
NOTE: Before you request a new lead parsing service, please review the list of services we already support HERE.  Determine if the service you use can ...
Thu, Mar 19, 2020 at 9:18 AM
How Can I Import My Loans Into Total Expert?
NOTE: Your organization may have an alternative area where loan imports should be sent. Please check with your internal administration team first. Total...
Tue, Jul 7, 2020 at 3:12 PM
How to Import Leads From Another CRM Tool
NOTE: Your organization may have an alternative area where contact imports should be sent. Please check with your internal administration team first. Expo...
Thu, Mar 19, 2020 at 9:17 AM
How to Create a Facebook Business Manager Account
Click HERE to be redirected to Facebook Business Manager.   In the top right corner, click Create Account.  Log into your Facebook account if you are not...
Mon, Mar 23, 2020 at 9:36 AM
How to Create a Facebook Ad Account For Business Manager
NOTE: You will first need to create a Business Manager account. Click HERE to learn how.  You will not be allowed to add another ad account if: The ad...
Tue, Jul 28, 2020 at 1:26 PM
Supported Internet Browsers
Preferred Internet Browsers on the Total Expert Platform Google Chrome Mozilla Firefox Microsoft Edge Other Supported Browsers Internet Explorer ...
Thu, Jul 30, 2020 at 12:00 PM