(Automated/Manual)
New and updated ready-to-send email templates – available now in Total Expert (manual or automated as noted):
We’ve refreshed the copy on these emails and added a visual progress tracker – think pizza tracker, but for your client’s loan. Helps set expectations, improves clarity, and enhances the borrower’s experience. Click links below to view the updated emails in Total Expert.
The email, flyer, and social posts showcase Highlands’ exclusive Buy Before You Sell Program, designed to eliminate home sale contingencies and help clients move forward with confidence. It walks through the process from cash offer to close.
Click here to access the email template.
Click below to access the social posts:
• Buy Before You Sell
• You Found Your Dream Home, But Your Old One Hasn’t Sold Yet
• Buy Your New Home Before Selling Your Current One?
Click here to access the flyer.
A quick, friendly message that tells agents you’re available for weekend showings, pre-quals, and fast answers. Reinforces your reliability and builds stronger agent partnerships.
Click here to send manually or let us know if you’d like it automated.
Updated with 2025 AMI limits. Great for reconnecting with buyers who may now qualify for HomeReady® and Home Possible®.
Click here to access.
Short, helpful how-to videos designed to help you and your partners use Total Expert more effectively:
This two-minute video walks you through linking Facebook, Instagram, X, and LinkedIn in just a few clicks.
Want to plan your content ahead of time? Learn how to schedule posts in Total Expert so your marketing runs on autopilot – even when you’re busy closing loans.
Looking for fresh, high-impact content to stay in front of your clients and referral partners?
This month’s lineup includes co-branded marketing, state-specific loan programs, and a new video feature to make your social media stand out. Here’s what’s available:
Fun, seasonal postcard designs—think July 4th, summer cocktails, and backyard BBQs—ready to be co-branded with your info.
This flyer highlights a new program supporting homeownership for underserved communities in Washington. It’s a great tool to share with potential borrowers and referral partners.
Click here to access.
Have a similar program in your state? We’re happy to help you create a customized flyer.
We can now add animated captions to your videos—great for social!
Have a video you want us to enhance, or want help creating one from scratch? Reach out!
July social graphics are now live and ready to post!
Stay ahead of the curve with the latest marketing tools, insights, and resources! Explore exciting new updates designed to elevate your marketing strategy.
Text messaging just got an upgrade! The new Engage SMS feature in Total Expert transforms one-way updates into two-way real-time conversations—with both desktop and mobile access.
What’s New:
This upgrade is now live for current SMS users, with a full company-wide rollout starting this week. To access this tool, training is required.
Mandatory Training: What You Need to Know
To ensure proper usage and compliance, you must attend one live training session to gain access to Engage SMS.
Training Schedule & Registration
Date | Registration Link |
Tuesday, July 8 | 8:30AM CT Training: Click Here |
Wednesday, July 9 | 8:30AM CT Training: Click Here |
Thursday, July 10 | 8:30AM CT Training: Click Here |
Want to create polished, pricing-driven marketing in minutes? Check out the 8 new Expert Content flyers powered by your Optimal Blue pricing engine. These customizable templates are built right into Total Expert for a faster, smarter way to create rate-based marketing.
New property listing? Open house this weekend? Total Expert now includes 12 new Listing flyers. Both flexible templates that pull directly from MLS data and fillable versions allowing room for personal touches.
These are NOT pricing engine integrated, but they’re easy to customize and ideal for quick marketing updates on your active listings.
We’re transitioning swag vendors and plan to launch a new pop-up store in July! If you need to order swag items immediately, you can reach out to PromoGiftsLLC.com and 4imprint.com. Both vendors offer rush options!
You can always access Total Expert directly from the Marketing page on the HUB – just click here to log in.
We use Single Sign-On (SSO) for an added layer of security. This means your login is tied to your Highlands credentials, helping protect your account and customer data.
Pro tip: Once you log in, be sure to bookmark your Total Expert account page. That way, you can skip the HUB next time and access your dashboard quickly and securely.
Yes! You can place your business card order directly through our vendor, Einstein Printing. We’ve recently updated designs to include QR code options. Click here to get started.
Part of the “Level Up Your Brand” Series
Every brand is crafted to forge a powerful connection with your target audience, be it customers or real estate agents. It’s not about what you prefer but about catering to their preferences. To mold your brand effectively, understanding your ideal customer or business partner is crucial.
To assist in identifying your ideal clients or business partners, consider this exercise, complete with sample questions. Customize these questions as needed. A creative approach is to envision your ideal client or business partner as a real person. Assign them a name and, as you answer the questions, imagine their physical appearance, age, and other characteristics. For instance, in the example below, we introduce Alex and Sara as our ideal clients, and Jenna as our ideal real estate agent.
Originators possess an existing audience; however, the objective is to refine your brand and focus your marketing initiatives. This strategy offers guidance on your communication style, content themes, platform choices, and overall plan.
While it’s not guaranteed that every effort will attract standout clients like Alex, Sara, or Jenna, remember that as long as you’re engaging with clients in the blue circles, you’re on the right path.
Phone: 469-402-1200
Tollfree: 866-912-7511
950 W Bethany Drive, Suite 800, Allen, TX 75013
NMLS #134871
