Take a look at our Top 10 most requested items! Click the image to access, or reach out to [email protected] for assistance.
Broker Open House Flyer
Buy Before You Sell Flyer
Fillable Property Flyer
MLS Listing Flyer
Your First Call Email
2026 Conforming Loan
Limits Email
Highlands Linktree
2026 Realtor
Reference Guide
Review Social Posts
Event Flyer
(Automated/Manual)
Check out these ready-to-send email templates in Total Expert (manual or automated as noted):
Two automated holiday emails are available this month for Valentine’s Day and President’s Day. These are simple, timely touchpoints designed to keep you connected and top of mind with your database.
Opt-in by February 13th to have both emails sent automatically.
We’ve added two new One-Time Close (OTC) construction loan email options, one buyer-facing and one builder-facing, so you can tailor the conversation to your audience.
Both emails clearly explain how an OTC loan combines construction financing and the permanent mortgage into one streamlined loan, helping eliminate re-qualification, second closings, and unnecessary delays. They also reinforce Highlands’ construction lending approach, including upfront buyer prequalification, a dedicated construction team, and digital draw management to keep projects moving.
You’ll find additional refreshed OTC content highlighted in the ‘What’s New’ section below.
A simple email designed to open the door to stronger partnerships. This message helps you reconnect with real estate agents and builders to explore ways you can support their business throughout the year—from hosting CE classes and collaborating on events to supporting new construction communities or other co-marketing opportunities.
It’s an easy, relationship-first way to start the conversation and reinforce your role as a proactive, supportive lending partner.
Short, practical videos focused on helping you work smarter inside Total Expert.
Learn how to capture leads directly through the Home Loan Lead Form in Total Expert. This quick video walks through collecting borrower information, streamlining follow-up, and turning interest into applications faster, with less manual work.
See how to add video links and custom banners to your Single Property Sites. This walkthrough shows how to personalize your pages with engaging visuals that help listings stand out, drive more engagement, and create a more polished experience for buyers and realtor partners.
This month’s featured content includes a mix of client-facing and realtor-facing tools designed to support conversations at every stage—from education and connection to celebrating wins.
A comprehensive 12-piece flyer set designed to educate first-time buyers at every stage of the journey. Topics include how a mortgage works, credit score basics, affordability, loan options, down payment assistance, cash to close, pre-approval, required documentation, common mistakes to avoid, and more.
These flyers help simplify complex topics, set clear expectations, and build confidence from pre-approval through closing.
A property-specific flyer that shows buyers how a Conventional Renovation loan can finance both the home purchase and eligible updates in one loan, helping turn fixer-uppers into viable options without added complexity.
“Clear to Close” social graphics designed to celebrate wins and highlight a smooth process. These are great for reinforcing trust with clients and realtor partners.
An easy way to promote educational Lunch & Learn events. Each flyer includes space for the topic, date and time, location, and RSVP details—perfect for inviting realtor partners and keeping outreach consistent.
A 12-piece, realtor-facing flyer set designed to support confident conversations from offer to close. These flyers break down key financing topics realtor partners encounter every day, helping set expectations early, strengthen offers, and keep transactions on track.
Topics include loan programs, credit and DTI guidance, acceptable funds, documentation, down payment strategies, offer-strengthening programs, construction financing, and Non-QM solutions for self-employed buyers.
February social graphics are now live and ready to post!
Stay ahead of the curve with the latest marketing tools, insights, and resources!
We’re kicking off the first Total Expert Automated Campaign of the new year! This Q1 campaign is designed to position you as a trusted resource early in the year, helping clients cut through rate headlines, understand their options, and start proactive mortgage conversations, even if they’re not actively buying or refinancing right now.
This campaign includes three emails and two supporting blog posts focused on education, preparation, and planning for the year ahead.
Who Will Receive These Emails?
Past clients with a funded loan between January 1, 2015 and June 30, 2025 (excluding loans over $800K)
Email Deployment Schedule
No Action Needed to Participate
This campaign is fully managed for you, your eligible clients will automatically receive these emails. As with past campaigns, we’ll also send you a reminder the morning each email goes out so you’re always in the loop.
Want to Opt Out?
Please do so by Tuesday, February 10th using one of the following methods:
• Reply to this email and let HRM Marketing know.
• Manually opt out in Total Expert using these step-by-step instructions.
We’ve refreshed and expanded our One-Time Close (OTC) construction loan content to better support both buyer and builder conversations. New and updated resources include:
We’ve added a new Editable Open House Template that’s fully integrated with the MLS. Property listing information flows in automatically, eliminating manual entry and saving time. The template also highlights a seller incentive, up to $5,000 in interest credit, and can be personalized to match your listing and audience.
Reach out to [email protected], and our team can assist with making those updates.
The Highlands Buzz is sent twice a week on Tuesdays and Thursdays and includes timely updates, announcements, and news from across the company.
Several Facebook banner options are available on the HUB here. If you’d prefer a custom design, contact us at [email protected] to submit a request.
This month, we’re wrapping up our four‑part video series. If you’d like to revisit any of the tips, all four parts are now linked together here for easy reference.
We’ve also added several new video scripts covering a range of topics, giving you more options to create short, effective videos without starting from scratch. These scripts, along with our full video guidelines and policy, are available on the HUB here.