Marketing Summit Checklist 

Total Expert (TE): 
Please log in to Total Expert and confirm you can access the platform. 

  

  • Loan Officers and Originating Branch Managers: Make sure you can access your contacts, email and print assets. 

  • Loan Officer Assistants and Branch Marketing Staff: Confirm you have impersonation access to your team. 

  

If you’re unable to access the platform, reach out to [email protected]. 

 

CCM Social: 

🚀 Prepare to Master CCM Social! 

Get ready to dive into our social media tool and boost your online network! ✅ Complete these 3 steps before the breakout session: 

1️⃣ Log in to CCM Social – Be sure you’re signed in from The Landing. 

Need help? Submit a support case before the session. 

 

2️⃣ Check your Linked Accounts – Under Settings, make sure all profiles are linked & compliant. Re-add inactive accounts if needed.  

👉 Here's How: Log in & Link Social Accounts.  

 

3️⃣ Bookmark the Social Media Resource Center for quick access and our compliance guidebook. 

❓Questions? Bring them — we’re here to help! 🙌 

 

Experience.com: 

Please go to Experience.com to verify your account. 

  • Do not use Magic Link to log in.  

  • Click the grey button to log in using your password.  

  • If you need to reset your password, do so from this site.  

Once you’re signed in, you’re verified — that’s it! 

 

Website: 

Familiarize yourself with customizable website modules available through LO One. 

👉 Explore modules here.   

 

Vidyard: 

To get the most out of our demonstration:  

  • Confirm your account is active and that you can log in. 

  • Need help? Submit a support ticket via The Landing > Support > Marketing > Video. 

🎥 Pro tip: Try making a video before the summit — it’s the best way to show up with questions! 

 

Adwerx: 

What is Adwerx: 

  • Adwerx offers top-of-mind advertising — it’s a cost-effective way to stay visible without direct outreach. It’s a self-service platform where you’ll launch and manage your own campaigns. 

 

How to Log in: 

 

For Business Accounts: 

  • Each Adwerx account is linked to one Facebook Business Page. If you want to run multiple digital advertising campaigns, each must be associated with a unique page.  

  • Marketing or sales staff can manage campaigns on your behalf, but they will need to do this from your individual account. They can log in using your Outlook credentials.  

 

Is there a minimum number of impressions or packages required?  

  • No, there’s no minimum requirement. Campaigns can run on a quarterly or annual basis, while video campaigns allow for monthly, quarterly or annual scheduling.  

  • Individual campaigns start at $40/month for smaller impression counts.  

  • Higher-tier packages for top loan officers range from $500 to $1,500/month.   

 

How often can I change my ads?  

  • For best results, keep your ads consistent. We recommend updating them no more than once per quarter — unless you have a relevant, time-sensitive message.  

 

Verse.ai: 

Verse.ai is a lead nurture program that uses two-way SMS to set appointments between you and your leads. It integrates directly with LO One and Total Expert, working with both new and aged leads.   

Before your session, review what lead sources are currently flowing into your LO One CRM — these could include: 

  • Zillow Co-Marketing  

  • Ylopo 

  • LeadPoint 

  • Google Search 

  • Other third-party lead providers 

We’ll cover which leads can be routed to LO One and which are ideal for Verse.ai. 

Want to get started early? Fill out this form: Verse Setup Form to begin your Verse.ai setup. 

 

LO One: 

Make sure you have impersonation access to the loan officers you support in LO One/Cube. This will be useful during the summit.   

👉 Impersonate Job Aid