Marketing Guide March 2025 - Flipbook - Page 13
total expert continued...
What’s done for you when you sign up for Total Expert:
• Automated emails for borrowers shopping for homes
• Automated emails for each milestone in the loan process
• Automated emails for holidays, birthdays and home anniversaries
• Automated post-close emails to stay in front of your customers
• Monthly newsletter emails with mortgage-related content
• Daily email with tasks to keep you on track and help you best use the platform
• Contacts added to Total Expert account through website lead generation forms
• Connect your social media accounts and post content
from the social media library directly to your accounts.
• Send targeted emails to prospects, borrowers and partners.
Simple steps
you can
take to reach
new levels:
• Invite realtor partners to join you (FOR FREE), giving them
access to a complete, co-branded marketing library.
• Create beautiful, on-brand flyers for your customers and
realtor partners using our print library.
• Utilize “Focused View” to find new purchase or refinance
opportunities within your contact database.
• Create custom websites and open house flyers for realtor
partners' new listings.
Something to note:
When you sign up for Total Expert, you get
access to our complete social media library
BUT you have to manually post or schedule your
posts. If you wish to automate the posting process,
we recommend you sign up for SocialCoach.
Total Expert Training
Contact support directly
through the chat bubble inside
your Total Expert account
FirstBank
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