Getting the Most From Your Total Expert Account
Learn the tips, tweaks, hacks, and content optimizations you need to make your Total Expert account your most efficient employee.
Total Expert is a powerful mortgage marketing tool built to support loan officers in their business. With hundreds of features and a variety of tactics to employ, Total Expert offers a robust arsenal of marketing tools to loan officers across the industry. But here’s the problem: You’re busy, and learning a brand new tool - especially one that directly impacts your client experience and day-to-day schedule - is a big undertaking. Lean on us for our support in finding the best tips, workarounds, features, and content optimizations to make your CRM account a powerhouse in your business.
Making Your Total Expert Account Your Most Profitable Employee
You heard that right. We like to think of tools like a CRM as an investment, just like an employee. With the right time and attention upfront, your investments pay you back in spades over time. That’s the method we take with CRMs: Build a powerful tool to launch your business into its next chapter using vetted strategies.
Don’t have time to wait? Here’s the most common TE questions and how to fix them:
Let’s WOW Your Referral Partners and Optimize Your Workload by Supercharging Your Total Expert Skills
Get access to our Total Expert CRM Support and start making your business a well-oiled machine.
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Our tutorials give you the foundational skills you need to use the features of Total Expert. We can also provide 1-1 support to help you navigate your platform.
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No problem! Then we help you with on thing :)
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If you need urgent help, email us at help@pinknotesociety.com and we’ll try to expedite your support as quickly as we can!