Trending Marketing Content

Take a look at our Top 10 most requested items! Click the image to access, or reach out to [email protected] for assistance.

Total Expert Email Content

(Automated/Manual)

Check out these ready-to-send email templates in Total Expert.
Each email is noted as automated or manual, so you can easily decide how and when to deploy them.

March Holiday Emails

(Automated)

Two automated holiday emails are available this month for Daylight Savings Time and St. Patrick’s Day. These are simple, timely touchpoints to help you stay connected and top of mind.

  • Spring Forward (Daylight Savings) – Sends March 8th
  • St. Patrick’s Day – Sends March 16th

 

Opt-in by March 6th to have one or both emails sent automatically.

Click Here to Opt In

Medical Professional Home Loan Email

(Manual)

This email highlights what sets the Redwood Sequoia Medical Professionals Loan Program apart from standard loan programs, with benefits designed to support medical professionals navigating early career moves, relocations, or first-time home purchases. It’s an easy way to open the door to conversations with doctors and healthcare professionals who may not know these options are available.

Click Here to Access the Email in TE

Credit Score Factors Email

(Manual)

Education builds trust. This email breaks down the key factors that make up a credit score and helps position you as a trusted resource. It works well for renters thinking about buying, past clients considering a refinance, or anyone who wants to strengthen their financial profile before applying.

Click Here to Access the Email in TE

Total Expert How-To Videos

Short, practical videos focused on helping you work smarter inside Total Expert.

Did You Know: Bulk Actions
in Email Stats

Did you know you can take bulk actions directly from your email reporting? Instead of manually sorting through contacts one by one, you can quickly filter by opens, clicks, or engagement and follow up with the right audience in just a few clicks. This 2-minute video shows you how to turn email engagement into simple outreach and more efficient pipeline building.

Did You Know: GIFs and
Video Links

Did you know you can embed GIFs and video links into your emails to boost engagement? Adding movement and visual elements can help your message stand out AND increase click-through rates. This 2-minute tutorial shows you how to add multimedia to your campaigns while keeping everything professional and on brand.

Featured Loan Officer Content

This month’s featured content includes client-facing and realtor-facing tools
you can use for education, outreach, and relationship-building.

Client-Facing:

Renovation Financing Materials (Rack Card + Flyer)

A client-friendly set that introduces renovation loan options and shows how buyers can finance eligible updates. Great for “almost perfect” homes and helping clients see the potential.

Contact Marketing for the Rack Card

Click Here to Access the Flyer in TE

Lender Credit Flyer

A property-specific flyer highlighting a lender credit toward closing costs for eligible purchases. Helpful for showing the incentive and property details in one clear snapshot.

Credit Myths
(Flyer + Social Media Post)

A simple set that clears up common credit misconceptions for homebuyers and small business owners. Easy to share in person or online to build confidence before the loan conversation starts.

Click Here to Access the Flyer in TE

Click Here to Access the Social Media Post in TE

Years of Service Video
(Social Media)

A short milestone video that highlights your years of experience serving clients and your community. It’s an easy way to share your story and remind people why you’re a trusted resource.

Realtor-Facing:

Loan Officer Bio
“About Me” Flyer

A clean, one-page overview that introduces you, highlights how you support agents, and outlines key loan programs. Great for meetings, listing appointments, and follow-ups.

Remote Online Notarization (RON) Flyer

A partner-friendly explainer of RON, showing how eligible closings can be signed and notarized online. Helpful for busy clients or transactions with tight timelines.

Click Here to Access the Flyer in TE

Class Flyer

A simple event flyer for promoting educational classes with realtor partners. Use it to share the topic, date, location, and RSVP details.

Programs That Make You Look Like a Hero Flyer

A one-page flyer that highlights loan programs designed to strengthen offers and create a competitive edge for buyers. Especially helpful when a buyer’s scenario doesn’t fit neatly into a standard box.

Click Here to Access the Flyer in TE

Total Expert Social Media Content

March social graphics are now live and ready to post!

What's New

Stay ahead of the curve with the latest marketing tools, insights, and resources!  

Experience.com: Updated Banner & New Instagram Auto-Post Feature

  • Updated Banner
    Your reviews should look as strong as they read. We’ve refreshed the Experience.com banners with a more polished, on-brand design. Head to your Experience.com site to see the new look! If you already have a custom banner, your banner will not update. Also, if you want your own custom banner, reach out to Marketing and we’re happy to create one for you!

 

  • New: Auto-Post to Instagram
    You can now automatically post your Experience.com reviews to Instagram. This makes it easier to stay visible on social without needing to manually download and post each review.

Frequently Asked Questions

Do I need to provide the APR for property-specific marketing?

Yes. Compliance requires that any property-specific piece with payments or interest rates includes APR. APR must be calculated in Encompass by running a scenario. Marketing cannot calculate APR for you, but we’re happy to add it into your piece once you provide it.

You can access approved logos on the Marketing HUB here. If you need a specific format or size that isn’t listed, reach out to Marketing and we’ll help.

You can use a free QR generator at https://www.the-qrcode-generator.com/. Paste your website link into the URL field and download the QR code. If you need help placing it into a flyer or graphic, Marketing can assist.

Social Media Education Series

We’re rolling out a new education series focused on your social media marketing. Whether you’re just getting started or want to tighten up what you’re already doing, these quick tips will help you show up more consistently and compliantly.

We’ve created a comprehensive guide to help you get set up and market yourself with a Facebook Business Page.

This guide will cover: 
  • Why you need a Facebook business page
  • What to post
  • Best practices including timing and what content performs best
  • How to set your business page up compliantly
  • How to connect your business page to Total Expert

 

Find it here or on The HUB and download a copy for yourself!