Take a look at our Top 10 most requested items! Click the image to access, or reach out to [email protected] for assistance.
(Automated/Manual)
Check out these ready-to-send email templates in Total Expert (manual or automated as noted):
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:
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.
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.
Missed TE Academy in August, or just need a refresher? Catch the recordings here:
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.
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.
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.
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.
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.
Stay ahead of the curve with the latest marketing tools, insights, and resources!
Introducing Total Expert’s Pipeline Views and Rate Quotes email feature! Join 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 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:
Click below to register for a live training session:
Spread some cheer and stay top of mind! Holiday cards are available for print & ship or direct mail delivery.
| Deliver By | Print & Ship | Direct Mail (USPS First Class) |
| Christmas | Wednesday, December 3rd | Wednesday, December 3rd |
| New Year (by end of January) | Thursday, January 15th | Thursday, 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
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.
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.
Goal: Grab attention right away. The hook can sometimes double as the problem.
Goal: Show your audience you understand their situation. This sets up the “value” section that follows.
Purpose: Deliver the main takeaway – teach, share, or show something useful.
Purpose: Tell them exactly what to do next. Keep it simple and conversational.
Examples: