Take a look at our Top 10 most requested items! Click the image to access, or reach out to [email protected] for assistance.
5 Factors of Credit Email
Custom Postcards
Medical Professionals Program Flyer
Event Invite Email
Manufactured Home
Lending Email
Medical Professionals Program Email
Product Highlights Flyer
Temporary Buydown Programs Flyer
Breakfast & Learn
Event Flyer
Who You Work
With Matters Email
(Automated/Manual)
Check out these ready-to-use email templates available in Total Expert.
Each email is noted as automated or manual, so you can easily decide how and when to deploy them.
We refreshed our Community Lending Program email following the recent market expansion announcement. B2B and B2C versions are available.
This email highlights a program offering below-market rates with eligibility based on property location rather than income limits. It’s a great way to introduce the program to buyers and real estate partners who may not realize these opportunities exist.
Escrow shortage notices can catch homeowners off guard. This email helps explain why they happen and reassures clients that it’s typically related to taxes or insurance — not their interest rate.
A helpful touchpoint when clients receive one of these notices and have questions.
A timely, easy-to-understand message that helps position you as a resource while encouraging buyers to take the next step.
Click Here to Access the Email in TE
Short, practical videos focused on helping you work smarter inside Total Expert.
Did you know you can view all emails and content used in a Journey directly inside the Journey itself?
This 1.5-minute video shows where to find that content and how to locate the same resources in the Knowledge Base.
Ever wondered where a client sits within a Journey?
This quick walkthrough shows how to view a contact’s Journey progress so you can see what communications they’ve received and what’s coming next.
This month’s featured content includes client-facing and realtor-facing tools
you can use for education, outreach, and relationship-building.
Want your Total Expert emails to stand out a little more? We can add subtle animation to your email header. Great for holiday emails, program announcements, or any message you want to draw attention to.
A 17-page presentation covering key topics like buying vs. renting, why work with a real estate agent, documentation needed, and more. A great resource for workshops, consultations, or sharing with first-time buyers.
Event season is around the corner. If you’re hosting or attending events, this stand-up banner highlights Highlands’ recent company awards.
We can help you customize the banner design and connect you with either a local printer or one of our preferred printers.
This flyer highlights several programs that allow qualified buyers to purchase a home with zero down or down payment assistance. Programs include VA, USDA, FHA with assistance, and state-specific options.
A great conversation starter for buyers who may think they need a large down payment to get started.
Looking for an easy reason to stop by and reconnect with your realtor partners? These ready-to-use Pop-By tags pair perfectly with a small seasonal gift and make outreach simple.
A clean, easy-to-follow presentation that walks through Highlands’ full range of loan products.
Great for agent meetings, Lunch & Learns, or new partner introductions.
Self-employed clients often assume qualifying for a mortgage will be difficult, especially if they don’t have traditional W-2 income. This flyer highlights alternative documentation options such as bank statements, 1099s, and audited P&L statements that can help entrepreneurs qualify.
A helpful piece to share with buyers or real estate partners working with self-employed clients.
This flyer highlights the Homes for Texas Heroes program through TSAHC, which offers eligible educators up to 5% down payment assistance through a grant or forgivable second lien.
A great piece to share with teachers, school staff, and real estate partners working with educator clients. If you’re outside Texas and want to highlight a similar program in your state, Marketing can create a custom version for you.
April social graphics are now live and ready to post!
Stay ahead of the curve with the latest marketing tools, insights, and resources!
Stay connected with your buyers without adding more to your plate. Our new Pre-Qualification/Buyer Engagement Campaign is a 12-email Journey designed to keep your clients engaged while they search for a home. It reinforces your value, delivers timely education, and helps position you as a trusted guide from pre-approval through offer stage.
Each email is strategically timed to match where your client is in the process—so you stay relevant when it matters most.
The Journey will automatically be added to the borrower (and co-borrower, if applicable) when the “Print Conditional Qualification Letter” button is selected in Encompass, provided no property address has been entered.
The Journey will automatically end once the loan moves to In Process or if the loan status changes.
Click the links below to check out the updated emails in Total Expert:
To opt in, reach out to Marketing and we’ll take care of the rest.
Marketing is piloting a new way to deliver personalized pre-qualification video updates, without requiring you to record each video from scratch.
By submitting a quick form with key borrower details, along with a few short video clips (scripts provided), we’ll create a polished, branded video update for you and your client. It’s a simple, time-saving way to keep borrowers informed while adding a more personal, high-touch experience.
Interested in being a pilot user? Reach out to the Marketing team to learn more.
If you’re a new hire, send your headshot to Marketing so we can add it to your Loan Officer marketing folder and update it across your website, Experience.com profile, and Total Expert.
Already on the team but have a new photo? Send it our way and we’ll update it for you.
Approved Highlands logos are available on the Marketing HUB here. If you need a specific format or size, reach out to Marketing and we’ll help.
Yes. Any marketing piece that is newly created or edited (including content created with AI) must be submitted to Compliance for approval before it can be used.
Marketing can help create or customize materials for you, but if you make edits yourself or create something new, please send it directly to Compliance for review.
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.
Last month we launched our Facebook Business Account Playbook. This month we’re continuing the series with a guide focused on Instagram.
This guide covers: