Stay connected with clients and referral partners with these featured Total Expert emails—available for automated or manual sending.
Weekly market insights on rates and economic trends—automatically sent to key contacts like clients, realtor partners and builders. Want to learn more or have it added to your automated email subscriptions? Click below.
A ready-to-go Easter message for your clients and partners. Click here to access the email in Total Expert for manual sending. Prefer to have it automated? Click below.
Share information with your clients on how to maximize tax savings with key homeowner deductions—including a blog link with extra tips.
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Make the most of Total Expert with these quick how-to videos, designed to help you navigate key features more efficiently.
Learn how to log in, bookmark the page for easy access, and start using the platform and all its features right away.
Learn how to add contacts, organize them into groups, and easily manage your relationships.
Curious about what other Loan Officers are doing? Check out these featured marketing resources—from printable flyers to a custom link tree, plus Spanish-language content!
Looking to connect with Spanish-speaking borrowers? We now have a Refinance Flyer and Email Template, fully translated into Spanish, available in Total Expert.
Make a lasting impression with a personalized About Me Flyer—perfect for open houses, presentations, and networking events. Want a custom version? Highlands Marketing can help! We’ll provide different layout options and work with you to create something that fits your brand. Click below to get started.
The Loan Officer Link Tree is a simple, all-in-one page where you can share your website, application page, HRM blogs, flyers, and more—all with a single click. To set one up, reach out to HRM Marketing.
The latest social media posts for April are ready to go! All the content is available in Total Expert—just click the images below to access and share.
Stay ahead of the curve with the latest marketing tools, insights, and resources! Explore exciting new updates designed to elevate your marketing strategy.
We’re thrilled to announce that Adwerx is now fully integrated with Total Expert! This integration makes launching Sphere Campaigns easier than ever. With just a few clicks, you can:
Special Offer: Use promo code “TotalExpert” for 15% off (on top of the Highlands LO 15% discount). Offer valid through 4/30/25. Interested in learning more? Click below, and we’ll connect you with our Adwerx rep.
We’ve added new videos to Total Expert, including our 15-Year Anniversary Celebration video and a helpful Mortgage Process Overview video. These are a great way to engage your audience on social media and keep you top of mind. More videos are on the way—stay tuned!
Marketing now offers video editing services! Submit your footage, and we can add intros, outros, titling, and more to enhance your content. To use this service, videos must follow our new guidelines and receive compliance approval before use.
Video is a powerful way to connect with your audience—let’s make sure it’s polished and compliant!
Logos are available on the HUB here (or, Navigate to: Departments > Marketing > Marketing Resources).
You can visit the Total Expert section on the HUB here (or, Navigate to: Departments > Marketing > Total Expert – Get Started > Learn More). This section includes over 80 how-to resources, such as videos, knowledge articles, and cheat sheets. If you can’t find the answer you need, feel free to reach out to HRM Marketing for assistance!
To help us process your request quickly, please provide as much detail as possible upfront. For example:
We’re excited to introduce this section as part of the Monthly Marketing Edge—your go-to resource for building and refining your personal brand. Each month, we’ll walk you through key branding strategies, breaking them down into simple, actionable steps. Here’s what we’ll cover:
Whether you’re just getting started or looking to take your brand to the next level, this series will give you the tools to succeed. Let’s build something powerful—together!
As a Loan Officer, you interact with all sorts of clients and partners. Through these interactions, they get a feel for how you conduct business, present yourself, and showcase your values. Together, this shapes your personal brand.
Below are three well-known public figures— you may recognize their names
and know their professions. But let’s go beyond the basics.
Reflect on your first impressions of each one. Imagine having a
conversation with them. How do you think the public perceives them?
Your overall impression and feelings towards each individual are, in essence, what defines a ‘brand.’
Your brand is more than just a logo—it’s the story you tell, the reputation you build, and the trust you earn. Click the video below to learn what makes a brand strong, how to create one, and ways to keep it growing!
Phone: 469-402-1200
Tollfree: 866-912-7511
950 W Bethany Drive, Suite 800, Allen, TX 75013
NMLS #134871
