Trending Marketing Content

Take a look at our Top 10 most requested items! Click the image to access, or reach out to [email protected] for assistance.

Total Expert Email Content

(Automated/Manual)

Check out these ready-to-send email templates in Total Expert (manual or automated as noted):

Customer Intelligence Listing Alert Journey Emails

(Semi-Automated)

We’ve refreshed the emails in this Journey to help you reconnect with past clients when they list their home. These emails are designed to feel natural and relationship-driven, giving you an easy way to re-engage with clients who may soon be in the market for their next home.

Important: The emails in this Journey will ONLY be triggered when you select an Outcome for the customer (see screenshot to the right).

Here’s how it works:

Veterans Day Email

(Automated – Sends November 11th)

A simple, heartfelt way to honor those who have served. This email automatically goes out to your contacts, sharing gratitude for their service. Opt in by November 10th.

Opt-in Here

Happy Thanksgiving Email

(Automated – Sends November 27th)

A warm and festive message to thank clients for their trust in Highlands. This email helps you stay top of mind through the holidays. Opt in by November 26th.

Opt-in Here

Total Expert How-To Videos

Missed TE Academy in August, or just need a refresher? Catch the recordings here:

Day 5: Email Marketing

Day 6: Automation

Featured Loan Officer Content

This month’s featured content is all about connection—tools that help you educate clients, support referral partners, and stay top of mind. From state-specific program flyers to customizable digital resources, each piece is designed to make your outreach easier and more impactful.

Homeownership for Heroes Flyer

Highlight special financing benefits for military members, veterans, and first responders through Tennessee’s Homeownership for Heroes program. If your state offers a similar program, Marketing can help create a custom flyer tailored to your market.

Custom Linktree

Create your own digital hub with links to your applications, reviews, social channels, and more—all in one place!  A professional and easy way for clients and partners to connect with you anywhere.

Pop-By Tags

Add a seasonal touch with Thanksgiving-themed pop-by tags that show appreciation for your partners. Great for small gifts or treats that help you stay top of mind.

Access Pop-By Tags in TE

Scratch Off Appraisal Coupon

A fun, creative way to reward clients and help referral partners! Customize your design, then order scratch-off stickers online to complete the look.

A fun, creative way to reward clients and help referral partners! Customize your design, then order scratch-off stickers online here to complete the look.

Total Expert Social Media Content

October social graphics are now live and ready to post!

What's New

Stay ahead of the curve with the latest marketing tools, insights, and resources!  

Pipeline Views and Rate Quote Emails Now Available in Total Expert

Introducing Total Expert’s Pipeline Views and Rate Quotes email featureJoin us for a live training where you will learn how customize your pipeline views to identify opportunities, generate and share rate quotes via email, and use these tools to stay on top of your leads and active loans. We’ll outline some helpful use case scenarios, including a “case study” approach and a property listing scenario.

Click below to register for one of the live training sessions:

 

Homebot

Homebot has launched a major upgrade designed to strengthen collaboration between loan officers, real estate partners, and shared clients: the “Homebot Network”. The best part? No setup is required! Here’s an overview of what’s included:

  • Client Engagement Portal (CEP): Loan officers can now view or add preferred agents under each client profile.
  • Agent Profile Manager: Agents can personalize their Homebot presence with a headshot and logo.
  • Monthly Digest Updates: Clients will see a new “Your Teams” panel and Teams dropdown in the header when a preferred agent is added.
  • Co-Branded Direct Messages: Clients can now send real estate questions directly to their preferred agent — creating new engagement opportunities.
  • Bulk Import: Import agent data in bulk during your client import workflow.
  • Weekly “New Client” Emails to Agents: Agents are notified when they’re connected to new clients, reinforcing partnership value.

 

Click below to register for a live training session:

Holiday Cards Now Available in Total Expert

Spread some cheer and stay top of mind! Holiday cards are available for print & ship or direct mail delivery.

Deliver ByPrint & ShipDirect Mail (USPS First Class)
ChristmasWednesday, December 3rdWednesday, December 3rd
New Year (by end of January)Thursday, January 15thThursday, January 15th

To Get Started
Click here or navigate to Total Expert → Print Marketing → Create New → Select Greeting Cards to get started.

Helpful Resources: View How-To Guide on the HUB   Contact Marketing

Frequently Asked Questions

Do I need to include APR when requesting a loan scenario or calculation flyer?

Yes. Including the APR ensures compliance and provides borrowers with a complete, accurate cost picture.

Yes! You can schedule a 1:1 session using her booking link here.

Introducing a 4-Part Formula for Creating Short Videos

When it comes to short-form videos, pacing is everything. Each section of your video should take up a portion of your total time – a quick hook to grab attention, a short setup of the problem, most of your time focused on delivering value, and a simple call to action at the end.
This formula helps you stay focused so your message lands and keeps viewers watching all the way through.

Check out this example:

1. Hook (10%)

Goal: Grab attention right away. The hook can sometimes double as the problem.

  • Speak directly to the viewer – using “you” works best.
  • Use curiosity, surprise, or a relatable issue to stop the scroll.
    Examples:
  • “Here’s why your videos aren’t getting views…”
  • “Most homebuyers make this mistake – don’t do it.”
  • “Stop scrolling if you’re tired of paying rent.”

2. Problem / Context (20%)

Goal: Show your audience you understand their situation. This sets up the “value” section that follows.

  • Keep it short, clear, and relatable.
    Examples:
  • “Mortgage rates feel too high? Here’s how buyers are still saving money.”
  • “Struggling to grow your brand online because you’re not sure what to post?”

3. Value / Solution (60%)

Purpose: Deliver the main takeaway – teach, share, or show something useful.

  • Focus on one key point per video.
  • Use tips, quick stories, or examples that add value fast.
    Examples:
  • “Here’s a trick: ask your agent for seller credits to buy down your rate.”
  • “Use the 3-second hook rule – your viewer should know why they’re watching almost instantly.”

4. Call to Action (10%)

Purpose: Tell them exactly what to do next. Keep it simple and conversational.
Examples:

  • “Follow for more tips on buying your first home.”
  • “Comment ‘INFO’ if you’d like the full guide.”