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)

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. Each email is labeled as manual or automated, so you can choose what works best for your outreach.

“A Question Worth Considering Before You Buy” Email

(B2C | Manual)

Help buyers think beyond the monthly payment.

Many buyers focus on what they can afford each month, but that’s only one piece of the homeownership picture. This email helps shift the conversation to the long-term value of homeownership while positioning you as a knowledgeable resource clients can turn to throughout their homebuying journey.

Click Here to Access the Email in TE

"Jumbo Loan Option" Email

(B2B | Manual)

Reconnect with buyers who may have more purchasing power than they realize.

This email highlights a Jumbo financing option that allows qualified borrowers to purchase with as little as 10% down and no mortgage insurance. It’s an easy way to start conversations with high-income buyers and Realtor partners while offering financing solutions they may not know are available.

Click Here to Access the Email in TE

“I’ve Moved” Campaign

(B2B, B2C | Automated)

Don’t let your past relationships lose track of you.

Whether you’ve recently joined Highlands, moved offices, or simply want to reconnect with your network, these automated email campaigns help you reintroduce yourself to past clients and/or Realtor partners—without having to write the emails yourself.

We’ll customize the campaign with your information and get it ready to launch in Total Expert.

Contact Marketing

Total Expert How-To Videos

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.

Assigning Tasks

Keep important follow-ups from falling through the cracks.

Learn how to assign tasks to yourself or your team, set reminders, and stay on top of client and referral partner conversations.


Bulk Contact Groups

Still updating contacts one at a time?

There’s a faster way. This quick walkthrough shows how to organize multiple contacts at once using Bulk Contact Group Assignment, helping you keep your database organized while saving valuable time.

Featured Loan Officer Content

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.

Client-Facing:

Builder Interview Guide

Help clients walk into their builder meetings with confidence.

Buying new construction comes with lots of questions. This guide helps clients know what to ask before signing a contract, making you a valuable resource long before loan documents are involved.

We’ll personalize it with your branding and contact information!

One-Time Close Social Post

Capture the attention of future home builders.

These eye-catching social posts help introduce our One-Time Close financing while encouraging prospects to reach out to learn more.

Should You Pay Points Flyer

One of the most common questions buyers ask deserves a simple answer.

This flyer explains when paying points might make sense—and when it might not—helping buyers better understand their financing options while reinforcing your role as a trusted resource.

Lender Credit Flyer

Everyone likes saving money upfront.

Show buyers how lender credits may help reduce out-of-pocket closing costs and make homeownership feel more attainable. It’s a great conversation starter for clients exploring their financing options.

*Needs prior approval to offer lender credit

Realtor-Facing:

‘Just Sold’ Social Post

Turn every closing into your next opportunity.

These editable Canva templates make it easy to celebrate recent closings while giving your Realtor partners additional exposure. Available in both single- and co-branded versions.

Builder Forward Commitment

Looking to grow your builder relationships?

New construction continues to gain momentum, and this presentation gives you a professional way to introduce Highlands’ builder solutions while starting meaningful conversations with builders in your market.

 

OHFA Flyers

Help more buyers discover programs they didn’t know existed.

This four-piece flyer series highlights OHFA programs that can make homeownership more affordable. If your state offers similar housing finance programs, we’ll create a customized version tailored to your market.

 

Total Expert Social Media Content

July 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!  

Total Expert AI Sales Assistant – Your Newest Team Member

We’re excited to announce the upcoming launch of the TE AI Sales Assistant, a new tool designed to help you stay connected with your database without adding more to your daily to-do list.

What Is the TE AI Sales Assistant?

  • Uses Agentic AI to engage customers via voice
  • Designed to help engage past customers at key moments when timing matters most
  • #1 job is to transfer calls or schedule appointments directly with Loan Officers

 

If you’re interested in learning more or being among the first to gain access, please reach out to the Marketing Team. We’ll be happy to discuss how the tool works and answer any questions.

New First-Time Homebuyer Marketing Kit

Everything you need to market to first-time homebuyers.

We’ve bundled some of our most requested resources into one easy-to-use marketing kit featuring social media graphics, email templates, flyers, presentations, and educational materials. Whether you’re hosting a class or nurturing leads, you’ll have ready-to-use marketing at your fingertips.  Click links below to access the individual marketing assets.

Social Media Posts  |  Email Templates  Printable Flyers   |  PowerPoint Presentation   |  PDF/Booklet

 

TE Academy

Mark your calendars!  TE Academy returns in August.

Whether you’re brand new to Total Expert or looking to sharpen your skills, TE Academy is packed with short, practical sessions designed to help you market more effectively, manage your database with confidence, and get more from the tools you’re already using.

We’ll be announcing this year’s topics and registration details soon, but for now, be sure to save the date and keep an eye out for upcoming communications.

In the meantime, if you missed last year’s sessions, you can catch all the past recorded sessions on the HUB here.

 

TE Back to School Announcement_July 2026_Vertical (1)

Frequently Asked Questions

Can Marketing include my real estate agent on a custom flyer?

Absolutely! We can create both single-branded and co-branded marketing pieces. Just send us your real estate agent’s name, contact information, logo, headshot (if applicable), and any other details you’d like included. We’ll take care of the rest.

Yes—as long as that name is listed on your NMLS license. If it isn’t currently listed, reach out to Michelle Polich in Licensing for assistance. Once it’s updated in NMLS, we’ll be happy to use it on your marketing materials.

Timelines vary depending on the request, but the more information you provide up front, the faster we can get started. Include your deadline, intended audience, any co-branding information, and examples if you have them. If you have a rush request, let us know—we’ll do our best to accommodate your timeline.