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Expert Academy
Expert Academy

Forge New Skills for the Journey Ahead

Unlocking the full potential of technology requires more than just a powerful platform—it requires knowledge, expertise, and talented people to put it into action. That’s why we’ve curated a complimentary monthly training series led by Total Expert’s training consultants. Whether you’re a new user eager to explore what’s possible or an experienced administrator seeking advanced insights, each training session is designed to expand your skillset and elevate your Total Expert experience.
Who should attend?

Something for every skill level

Expert Academy training courses are tailored for both new and existing Total Expert customers looking to hone their skills and stay one step ahead of industry trends.

New End User & New Administrators
If you’re just starting your Total Expert journey, as a loan officer or administrator, our three-part monthly series provides the essential onboarding you need. Led by our expert consultants, these sessions ensure a smooth transition into the world of Total Expert.
Experienced Administrators & End Users
For those already familiar with Total Expert, our advanced single-session topics are updated monthly. Dive deep into specialized topics, such as Build with Me-style classes and Journey Testing series, tailored to your needs and the evolving market.
Onboarding Series

End User Onboarding

Embark on a comprehensive journey with our loan officer onboarding series, a specialized Total Expert training series designed for loan officers or loan officer assistants. This series comprises three dynamic sessions tailored to enhance your skills and proficiency in enabling the Total Expert platform to work for you.

The end-user onboarding series will empower you with the knowledge and skills needed to fully utilize the Total Expert platform. Elevate your capabilities, foster valuable connections, and master the art of nurturing leads so you can build stronger relationships and maximize customer lifetime value.

session 1
Locked in On Lead Nurture
In our first session, we’ll explore both the science and the art of nurturing leads to guide them seamlessly through the application process. Learn strategic approaches to engage potential clients, understand their needs, and effectively communicate the value proposition of your services. Acquire the skills needed to transform leads into successful loan applications.
Session takeaways
  • Strategies to bring in and manage leads 
  • Tools to identify top priority leads 
  • Options for organizing leads 
  • Automated campaigns to guide leads to complete applications. 
Tuesday, October 14
2:00-3:00 p.m. CT
Enroll
session 2
Building Referral Partner Relationships
The second session focuses on establishing co-marketing relationships and maintaining a prominent presence after the pre-qualification stage. Explore collaborative strategies to amplify your reach, build strategic alliances, and leverage marketing tools within the Total Expert platform. Uncover the secrets to staying in front of your contacts and fostering long-term connections that lead to successful partnerships.
Session takeaways
  • Strategies for improving engagement with your current partners
  • Tools to find and grow new partnerships
  • Best practices for establishing yourself as a trusted advisor to source new opportunities
Wednesday, October 15
2:00-3:00 p.m. CT
Enroll
session 3
Creating Customers for Life
In the final session, we’ll show you how to carry leads over the finish line and expand your relationship with your new customer. Discover how to seamlessly navigate the closing stages and ensure a smooth transition for your customers. Additionally, learn effective methods for ongoing database nurturing to increase retention and expand wallet share. This session provides insights into creating lasting relationships that extend beyond the current transaction.
Session takeaways
  • The ability to use Total Expert tools to support in-process and post-close relationships
  • Foundational skills to leverage automation for background support and added efficiencies
  • Ways to surface new opportunities in your business
Thursday, October 16
2:00-3:00 p.m. CT
Enroll
Onboarding Series

Administrator Onboarding Series

Getting started on the right track is crucial to your success with Total Expert. This onboarding training series is designed to help new administrators get up to speed with the basics of the Total Expert platform and build foundational knowledge as their organization’s go-to resource. Over three insightful sessions, you’ll gain mastery over essential tools and techniques, empowering you to maximize the platform’s potential for you and your organization.

session 1
5 Things You Should Know
In our first session, we’ll delve into the five things that every administrator needs to know to set up their organization for success from day one. This includes mastering various campaign types, creating print marketing materials via self-serve templates, building impactful emails with confidence, navigating Expert Content, and accessing continuous learning resources in the Knowledge Base.
Session takeaways
  • Knowledge of campaign types and their applications
  • Best practices for creating templates and building proficiency using Email Builder and Expert Content
  • Understanding when and how to use additional resources in the Knowledge Base
Tuesday, October 7
2:00-3:00 p.m. CT
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session 2
Managing Users and Teams
The second session focuses on effective user and team management. Administrators will understand the intricate relationship between permissions, user roles, users, and teams. They’ll also learn to use the data importer efficiently, create and apply approval flows, and access the Help Desk for quick issue resolution and continuous support.
Session takeaways
  • Proficient understanding of permissions, roles, users, and teams
  • Best practices for utilizing the data importer
  • Tools for creating approval flows
Wednesday, October 8
2:00-3:00 p.m. CT
Enroll
session 3
Automating Workflows
The final session is a deep dive into workflow automation. New admins will develop their skills in key Total Expert capabilities like Focused View and Journeys, as well as learn to create outcome-powered Journeys, explore additional platform features supporting automation, and gain insights into how administrators can enable end users to leverage automation for enhanced efficiency.
Session takeaways
  • Basic proficiency in utilizing Focused Views and Journeys
  • Best practices for creating dynamic Journeys and Journey automations
  • Tools for enabling end users to leverage automation
Thursday, October 9
2:00-3:00 p.m. CT
Enroll
Experienced Series

Experienced Training Series

For administrators and end users already well-versed in the basics of Total Expert, 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. Explore 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—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 financial services landscape.

Experienced Admin
Summer Release Grab Bag
In this session, admins will get an in-platform recap of items included in the Total Expert Summer 2025 release. We'll discover new features, content, and opportunities to help support your organization.
Thursday, August 14
2:00-3:00 p.m. CT
Enroll
Experienced Loan officer
Summer Release Grab Bag
In this session, loan officers will get an in-platform recap of items included in the Total Expert Summer 2025 release. We'll discover new features, content, and opportunities to help support your business.
Wednesday, August 20
2:00-3:00 p.m. CT
Enroll
Experienced Loan officer
5 Channels to Engage with Your Customers
In this training, loan officers will learn about 5 different channels of communication you can use in Total Expert to effectively engage with your customers. We'll apply these channels to high-value use cases so you know exactly how to quickly apply your learnings and ensure you're reaching out to your contacts in the best way possible!
Tuesday, August 19
2:00-3:00 p.m. CT
Enroll
EXPERT ACADEMY REVIEWS

What are attendees saying?

There's something for everyone in the Expert Academy. Hear what your peers are discovering as they develop their skills with Total Expert.
“I do really enjoy the Academy Sessions for Admins that focus on the newer features. It helps set the admins up for success and how to best use the system. Total Expert is an ongoing educational system so continued education/trainings is a must 😊”
Kayla Benishek
Go Mortgage
“Total Expert Academy is fantastic for continuous learning! Even experienced admins gain valuable insights to improve the loan officer experience and customer outreach, making every session worthwhile for growth and adaptation.”
Beth Penny
Synergy One Lending
“I try to attend as many of the sessions as possible to stay up to date with changes and to make sure I am not missing anything related to Total Expert. The thing I find most helpful is the ability to ask questions and listen to questions from others that may lead to information that becomes helpful with our use of Total Expert.
Rich Holden
Harbor One Mortgage
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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies.

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