Total Expert
Inviting a Referal Partner to be a Co-Marketing Partner in TE
Total Expert - How to Create a Lead Capture App
Lead capture apps generate registration forms that you use at events, open houses, and on social media. These on-screen forms allow you to easily gather contact, lead, and prospect information. On the left navigation, click Lead Capture Apps. At ...
Total Expert: Borrower Pre-Approval Journey
Total Expert: Open House/New Listing Playbook for Lender Users
Make sure you are connected with your local real estate agents by sending them a co-marketing invitation from your TE account. Also, enable Co-Marketed New Listings Alerts from your account settings so you receive an email whenever one of your ...
Total Expert: How to View Active Journeys
How to View Active Journeys Modified on: Fri, Aug 6, 2021 at 1:48 PM On the left navigation, click Journeys > Active Journeys. Check the box next to the journey you want to view. At the top of the page, click the hamburger menu. Clicking the ...
Total Expert: What Are Journeys?
Journeys allow you to create workflows that automatically detect specific triggers and guide applicable contacts, products, or loans through logical paths of automated steps. The purpose is to automate the steps you already use to interact with your ...
Total Expert: How to Read My Email Statistics
How to Find My Email Stats On the left navigation, click Email Marketing > Email Stats. Columns Clicking on the column title will sort your list. Name - Clicking on the name of the email will show in-depth stats regarding that specific template. ...
Total Expert: How to Send Email Marketing to Selected Recipients
On the left navigation, click Email Marketing > Emails. Use the search bar, tags, or folders to find your specific email template. Next to the email template you want to send, click Actions > Send. (Optional) If applicable, edit the message prior ...
Email Marketing FAQ
Does Silencing Communications Impact Transactional Emails? Click HERE to learn more about silencing communications. Leads do not receive transactional emails if they are silenced. However, transactional emails are still sent to leads who are opted ...
How to Manually Create Single Property Sites
You do not need a MLS number to perform these actions. By default, single property websites will be published under the Total Expert domain name. If you want to use a different domain, click HERE to learn more. Lender users may not be able to use a ...
How to Create New Single Property Websites With MLS Number
By default, single property websites will be published under the Total Expert domain name. If you want to use a different domain, click HERE to learn more. Lender users may not be able to use a custom domain name, but their co-marketing partners ...
Total Expert - 7 New Blank Email Templates
To find these, go to EMAIL MARKETING on your left hand blue menu, and then click EMAILS. Within this screen you will see the 7 new blank templates: Blank Email Template_SB (Single Branded) Blank Email Template – 1 Photo Box – SB Blank Email ...
Total Expert Lead Capture App: Home Loan Lead Form
Personalized Lead Capture app that will capture lead data such as: Tell us a bit about yourself (First Name, Last Name) Purchase or Refinance What type of property are you purchasing? (Single Family, Multi Family, Townhome, Condo, Manufactured) Have ...