Keys to Success
Training Library

The Basics

Total Expert Login:
http://expert.castlecooke.mortgage/

Total Expert User Knowledge Base

Total Expert Academy

Managing notifications

List of active marketing campaigns

How to use the Total Expert mobile app and Engage SMS

Contacts

Managing contacts

How to edit contact information

Saving and editing contact lists

How to filter contacts

How to add contacts to groups

How to add a contact to a journey

How to remove a contact from a journey

How to use pipeline views

How to send an SMS message to a contact

How to silence (not unsubscribe) communications with a contact

Creating Content

How to share a social media post

Creating a single-branded flyer

Creating single property websites

How to create a lead capture app

Co-Marketing

Co-Marketing partner FAQ

How to invite a co-marketing partner
View a video walkthrough here

Co-marketing partner course

Create a co-branded flyer

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Note: The Mortgage Systems team handles the more intricate pieces of CCM:Mobile as it relates to Byte, borrower experience, the application itself document uploads, etc.

The Basics

CCM:Mobile Login:
https://apply.castlecookemortgage.com/homehub_sso

Select the LENDER SIGN IN option to be automatically logged in via your SSO credentials

How to add an agent/partner account and share co-marketed app:

1. On the left side navigation bar, click on CONTACTS and then click the tab labeled PARTNERS.
2. Click the button that says INVITE PARTNER.
3. For the sharing option, we recommend you select the CREATE A NEW PARTNER option.
4. Enter your agents information in the fields below.
5. You can select to send an invitation via email, text, or both (we recommend both).
6. From here, you can send the invitation and your agent can take it from there, OR you can go one step further and set up their profile.
7. Click on SET UP PROFILE and here you can upload their photo and their logo if you have them.
8. Click SEND INVITE
9. After this you can return back to the PARTNERS tab and see the agent you just added.
10. Click the little + sign next to their name
11. Make sure you check MAKE PARTNER PRIMARY CONTACT WITHIN THE APP and also check ALLOW PARTNER TO RECEIVE ALL NOTIFICATIONS
12. From here, click on SHARE APP on the left side and here you can see the various ways to share your app. You have a single-branded link and a QR code. Your various agent partners each have a unique co-branded link and QR code.

CCM:Mobile Loan Application Walkthrough