Page 14 - TE training manual
P. 14
Total Expert Training Manual If you need immediate assistance,
14 please use the chat button
If you have a Realtor who IS in your contacts list already, this is the step-by-step process for
inviting them to connect to Total Expert.
Go to leads and contacts Click on the Ellipses next to the
and click contacts. contact name to access the menu
Click on Invite to co-market
*Note: You may filter your contacts here to access all partners based on groups you have them assigned to
by clicking on the blue filter icon at the top right hand corner.
A Division of Finance of America
