Big news, First Colony: Total Expert launches to every loan officer the week of Oct 12, 2026, and it's yours at no charge until February 2027. No subscription and no invoice. You get a full, free runway to learn the platform, build it into your daily routine, and see what it does for your pipeline.
Total Expert is a CRM and marketing platform built for mortgage. It brings your leads, referral partners, past clients, campaigns, and follow-up tasks into one place so you can spend less time organizing and more time closing loans.
Picture logging in each morning to a task list that already tells you who to call and what to work on today. No more digging through spreadsheets. No more stack of sticky notes on your desk.
With Total Expert you can:
The goal is simple: make your job as a loan officer easier. I'm excited to bring you along.
I'll host three live trainings during launch week, each at 9:30 AM Mountain Time. Every session builds on the one before it, so plan to join all three.
| Date | Session | Focus |
| Oct 12, 2026 (Mon) | Lock In On Lead Nurture | Turning leads into applications |
| Oct 14, 2026 (Wed) | Building Referral Partner Relationships | Co-marketing and partner growth |
| Oct 16, 2026 (Fri) | Creating Customers For Life | Closing, retention, and repeat business |
We'll explore the science and the art of nurturing leads to guide them smoothly through the application process. Learn strategic ways to engage potential clients, understand their needs, and communicate the value of your services. You'll leave with the skills to turn leads into successful loan applications.
What you'll take away:
This session covers building co-marketing relationships and staying visible after the pre-qualification stage. We'll look at collaborative strategies to extend your reach, build strategic alliances, and use the marketing tools inside Total Expert. You'll learn how to stay in front of your contacts and build long-term connections that turn into successful partnerships.
What you'll take away:
In the final session, we'll show you how to carry leads over the finish line and grow the relationship with your new customer. Learn how to navigate the closing stages and give your borrowers a smooth transition. We'll also cover ongoing database nurturing to increase retention and expand wallet share, so your relationships last well beyond the current transaction.
What you'll take away:
Total Expert will connect with the tools you already use, so your data works together instead of living in silos:
Customer Intelligence monitors a subset of your contacts and alerts you the moment an opportunity appears:
Life Events looks at public records for signals of a new marriage, a new baby, or a divorce.These milestones often come with a housing decision. Reaching out at the right moment keeps you top of mind when your customers need you most.
I've worked in the mortgage industry since January 2018. What started as an entry-level administrator job grew into a lifelong career in marketing, and even more so in technology.
I began in marketing with social media and the everyday work most marketers know well. Along the way I fell in love with technology: building out systems, getting platforms to work together, and scaling them across a whole company. My favorite part is working with loan officers and helping them use these systems to be more successful.
I'm excited to be at First Colony and to bring Total Expert to every one of our loan officers. I'll be with you every step of the way to guide and teach you, and I'll keep improving the platform so it works the way you need it to. I can't wait to watch you grow your business.
See you at training!
Kayla Benishek, your Total Expert Expert