Take a look at our Top 10 most requested items! Click the image to access, or reach out to [email protected] for assistance.
Homework Assignment: Get Pre-Approved Social Post
Buy Before You Sell Flyer
Happy Birthday Email
How Rates Affect Payment Social Post
Rate Protection Pledge Flyer
CI Rate Alert Email
Your VA Benefits Called
Social Post
Preferred Listing Partner Flyer
CI Mortgage Credit Inquiry Alert Email
Down Payment Assistance Social Post
(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.
Stay connected with clients and partners with a timely Labor Day message. Opt in and we’ll take care of the rest.
This biweekly email series keeps your Realtor partners in the know on Highlands programs and financing solutions for unique buyer scenarios. We have the campaign framework ready to go, but we’ll customize the content based on the products and programs you want to highlight in your market. Marketing will work with you on the lineup, customize the emails, and schedule the campaign in Total Expert.
Give your Realtor partners useful information they can take straight to their clients. Updated weekly, these emails cover topics like pre-approvals, client reviews, buydown strategies, and more. Send them manually or reach out to Marketing and we can automate them for you.
Get a practical look at organizing your day, prioritizing follow-ups, staying connected with clients, and making time for the activities that drive business.
Learn how to identify contacts who may be ready for a conversation, uncover potential business opportunities, and use the information already in your database to create more meaningful follow-up.
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.
Updated income and purchase price limits mean more Texas buyers may now qualify, including higher-income households and Texas Heroes. Use this flyer to reconnect with clients who may have been just over the limits before and share the expanded opportunities now available.
Show some love to the people who serve your community. This customizable flyer highlights home financing programs with down payment assistance and grants for firefighters, EMTs, law enforcement, healthcare professionals, educators, municipal employees, active-duty military, reserves, and veterans. Use it on its own or co-brand it with a Realtor partner.
Not every qualified buyer has a traditional paycheck. This flyer shows how qualified assets may be used to help borrowers with significant assets but less traditional income qualify for a mortgage. It’s a great piece for retirees, investors, or clients living off savings who may not realize they have another path to financing.
Fixer-upper buyers have options too. This fun “wanted poster” social post highlights FHA 203(k) financing and how eligible buyers may be able to roll the purchase and renovation costs into one loan and one closing. A great way to get people thinking differently about homes that need a little work.
Give future homebuilders a simpler look at construction financing. This flyer explains how One-Time Close financing combines construction and permanent financing into one loan, with benefits like no second qualification, interest-only payments during construction, and a one-time float-down option. It also highlights available Conventional, FHA, and VA options.
Give your Realtor partners something useful they can keep sharing long after closing. This customizable guide puts local plumbers, electricians, HVAC companies, pest control, appliance repair, garage door services, concrete companies, and more all in one place. Add your favorite local vendors and give agents an easy resource to pass along to their clients.
Give Realtor partners a fresh look at ARMs. This marketing series includes flyers, emails, and social posts covering potential benefits like lower initial payments, increased buying power, flexibility, and common 5-, 7-, and 10-year fixed periods. Matching client-facing pieces are also available, making it easy to carry the same conversation from your Realtor partners directly to their buyers.
September social graphics are now live and ready to post!
Stay ahead of the curve with the latest marketing tools, insights, and resources!
Once a lead becomes pre-qualified, their marketing journey will now automatically change with them.
Previously, contacts could continue receiving emails from the Lead Purchase Campaign while also entering the Pre-Qualified Campaign. Going forward, they’ll automatically be removed from the Lead Purchase Campaign once they become pre-qualified.
This means fewer duplicate communications, a smoother borrower experience, and messaging that better matches where they are in the mortgage process.
No action needed. Total Expert will handle the transition automatically.
Purchase Milestone updates will now be sent to borrower pairs in addition to co-borrowers. When a milestone communication is triggered, everyone included in the borrower pair can stay informed on the progress of the loan.
It’s a small update that helps keep everyone on the same page, improves communication throughout the loan process, and makes sure important updates reach the right people.
No action needed. This update will happen automatically.
Missed a TE Academy session? You can still catch up!
TE Academy has wrapped up for the year with five sessions focused on practical ways to get more out of Total Expert and your database:
Couldn’t make a session or want to revisit one? All five recordings are available on the TE Academy Hub, along with last year’s sessions and resources if you want to brush up on some of the basics.
Looking for fresh reasons to reach out to your Realtor partners? Each month, we’ll share timely topics you can use in Realtor-facing emails, newsletters, meetings, or one-on-one conversations.
Help buyers look beyond today’s rate and understand the bigger picture of waiting, including rent, home prices, competition and buying power.
Self-employed, investor, non-traditional income or simply a unique scenario? Sometimes a different loan option can reopen a conversation that seemed closed.
Help Realtor partners understand that traditional W-2 income isn’t the only path to qualifying.
Use down payment assistance as a conversation starter with agents who have buyers sitting on the sidelines because of upfront costs.
Give agents another way to approach homeowners who want to move but don’t want their current home sale standing in the way.
Help agents understand how stronger upfront financing preparation can give everyone more confidence when it’s time to write an offer.
Not year-round. Our Pop-Up Store opens periodically throughout the year, so we recommend stocking up while it’s open. If you need promotional items between store openings, reach out to Marketing and we can point you in the right direction.
Reach out to Marketing and we’ll take a look at your account settings to make sure you have access to everything you should. And don’t forget to send co-marketing invites to your partners so they can access co-branded materials too!