• 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