Keep your clients and referral partners engaged with these ready-to-send emails in Total Expert. Whether you prefer to send them manually or have them automated, we’ve got you covered!
We’re continuing the momentum from Q1!
Our Q2 Total Expert Campaign builds on the strong engagement we saw earlier this year around cash-out refinancing and debt consolidation—with expanded content designed to meet the moment in today’s rate environment. This time, we’re adding new topics that speak directly to your clients’ top questions: Should I buy now or wait? How can I get ready to refinance when rates drop?
If you prefer not to participate, you must opt out by Tuesday, May 6th using one of the following options:
Add some flavor to your outreach with our festive Cinco de Mayo email! It’s cheerful, light-hearted, and a fun way to stay top of mind. Click here to access the email in Total Expert for manual sending. Want it automated instead? Click below.
Celebrate the moms in your life—and your pipeline—with this warm and thoughtful message. Perfect for sharing appreciation with clients and partners. Available now in Total Expert. Click here to send manually. Prefer automation? Click below.
Share a respectful message to honor and remember. This Memorial Day email is available for manual sending in Total Expert—click here to access. Looking to automated? Click below
Make the most of Total Expert with these quick how-to videos, designed to help you navigate key features more efficiently.
Learn how to filter your contacts, choose the right audience, select a template, and schedule your email for the perfect send time.
Track your email performance with ease. Learn how to find open rates, click-throughs and other key metrics to measure your outreach success.
Looking for inspiration? Our loan officers are using some fantastic resources to engage clients and drive business. Check out our timely Buy Now vs Buy Later Flyer, Historical Rate Flyer, and Preferred Lender Flyer
Help clients understand the financial benefits of buying a home now versus waiting with this informative flyer. It compares key aspects such as price, down payment, rate, incentives, cash to close, and monthly payment.
Position yourself as the go-to mortgage expert with a clean, customizable flyer that highlights your partnership perks with a builder. Great for open houses or agent handouts. Ready to get a custom flyer made just for you? Click below to get started.
Help clients see the bigger picture with this updated flyer that compares today’s rates to past years. Perfect for consultations, open houses, or social posts.
The latest social media posts for May 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.
Exciting updates are on the way for the Customer Intelligence Rate Alerts and refinance journey in Total Expert. These improvements will help you more effectively identify and nurture refinance opportunities. Here’s what’s changing:
We will be gathering feedback on the new process over the next few weeks and will cover these updates in detail on an upcoming monthly sales call, so stay tuned! We look forward to sharing results with you.
We don’t keep banners or tablecloths in stock, so you’ll need to purchase one. Standard designs are available on the HUB: Banners & Tablecloth. If you’d like to include your team logo or add a QR code, our Marketing team can help with customization. We’re also happy to connect you with recommended print vendors.
You can download the standard presentation from the Marketing page on the HUB here. If you need help customizing it for your audience or making specific edits, reach out to the Marketing team—we’re here to help!
Maria Lenderton is a placeholder contact used in Total Expert. She isn’t a real person—her information is simply there until you update it with your own. Be sure to replace her details before sending or sharing any content!
Part of the “Level Up Your Brand” Series
Every loan officer—whether just starting out or seasoned—has a brand. But a strong brand does more than exist. It builds trust, attracts business, and leaves a lasting impression.
This month, we’re exploring what truly sets apart a standout personal brand in the mortgage world.
Gets the job done | Closes loans and delivers added value—whether through strategic insights, personal connection, or memorable service |
Provides good service and ensures all parties are satisfied | Creates a lasting experience—clients remember, recommend, and return |
Occasionally posts on social media or runs the occasional ad | Has a clear marketing strategy—shows up consistently online, follows up with their database, attends local events, and co-markets with agents |
Maintains connections to grow business | Builds meaningful relationships and expands their presence with a personal touch—both in-person and online |
A strong brand isn’t built overnight—but it is built intentionally. And once it’s in place, it becomes your biggest advantage in a competitive market
Phone: 469-402-1200
Tollfree: 866-912-7511
950 W Bethany Drive, Suite 800, Allen, TX 75013
NMLS #134871
