Take a look at our Top 10 most requested items! Click the image to access, or reach out to [email protected] for assistance.
Fixer-Upper to Fab Flyer
Summer Homebuying Bingo Social Media Post
Buy Now, Pay Later Email
Tri-coast 1/0 Buydown Flyer
Mid-Year Market Check-in Social Media Post
Cash-Out Refinance for Debt Consolidation Email
Rate Protection Pledge Flyer
Need More Buyers For Your Listing Social Media Post
Q2 Campaign Email
One-Time Close Flyer
(Automated/Manual)
Stay in front of your clients and referral partners without starting from scratch. These ready-to-use Total Expert emails make it easy to educate your database, spark conversations, and keep your name top of mind.
Help more buyers take the first step toward homeownership.
Many buyers assume they need a large down payment to purchase a home. This email introduces our new SmartBuy Down Payment Assistance program in a simple, easy-to-understand way, helping educate buyers while giving Realtor partners another financing solution to share with their clients.
Help your Realtor partners attract more buyers..
This email highlights financing solutions that can help expand the pool of qualified buyers for a listing. It’s an easy way to create conversations, provide value, and reinforce your role as a trusted lending partner.
Recent guideline changes may open new doors for buyers.
This email explains recent condo financing updates and encourages buyers to reconnect to see if they may qualify today—even if they didn’t before.
Access the Email in Total Expert
Two-minute tips that help you get more out of Total Expert. Learn simple ways to save time, stay organized, and work more efficiently—one feature at a time.
Know which partnerships are producing results.
Learn how to review your co-marketing partner statistics to see what’s driving engagement, identify your strongest relationships, and uncover new opportunities.
Start each morning with your most important opportunities.
See client activity, reminders, and follow-up opportunities in one daily email so you know exactly where to focus your time.
Looking for something new to share this month? These client- and Realtor-facing resources are designed to help you stay visible, create conversations, and build stronger relationships in your market.
Build excitement before the doors open.
Showcase new homes, limited-time incentives, and builder promotions in one polished flyer. It’s an easy way to generate interest before the community officially opens.
Help buyers feel more confident from day one.
This presentation walks buyers through the homebuying process step by step—from financing basics to common mistakes—making it a great resource for consultations, workshops, or first-time buyers.
Help busy families get ahead before life gets busy.
This co-branded flyer explains why getting pre-approved early matters and gives buyers a simple checklist to stay organized before the fall rush.
Prepare buyers for what happens after construction.
This guide explains what to expect when a One-Time Close loan converts to permanent financing, helping reduce surprises and build confidence before closing.
Help builders showcase today’s buyer incentives.
These customizable flyers highlight rate specials, closing cost assistance, and other builder incentives that can help create urgency and generate more interest.
Give agents more solutions for challenging buyers.
This customizable flipbook highlights financing options for borrowers who don’t fit the traditional mold, helping you become the lender agents call when a deal needs another option.
Start more conversations with local builders.
This ready-to-post graphic helps introduce yourself to builders, stay visible in your market, and remind partners you’re ready to help move more homes.
August social graphics are now live and ready to post!
Stay ahead of the curve with the latest marketing tools, insights, and resources!
We’re making a small update that will create a better experience for your contacts.
Previously, contacts who were marked as Pre-Qualified in Encompass could continue receiving communications from the Leads Campaign while also beginning the Pre-Qualified Campaign. Going forward, contacts will automatically be removed from the Leads Campaign when they become pre-qualified, ensuring they receive the right message at the right time.
This update helps:
No action is needed, this update will happen automatically.
Ordering business cards just got easier! Our new ordering portal makes it simple to customize, proof, and submit your business card order. Follow this step-by-step guide below to get started.
TE Academy is back this August!
Registration is opening soon! We’re excited to announce that TE Academy has been built around your feedback. Thank you to everyone who took a few minutes to complete the survey and share your ideas. Based on your responses, here are the five featured sessions for TE Academy, August 17–21:
Watch for registration details coming soon, we hope to see you there!
Not always. Many of the emails and flyers already available in Total Expert have been fully approved and are ready to use. If an approval is required, Total Expert will automatically prompt you before you can send, share, or download the piece.
Once you’ve finished building your email, simply click Request Approval. Your email will be routed to Marketing and Compliance for review before it can be sent.
Any marketing piece created outside of Total Expert (including Canva, PowerPoint, Word, or other design tools) should be sent directly to Compliance for review before it’s used.