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-use email templates available in Total Expert.
Each email is noted as automated or manual so you can decide how and when to send.

Father’s Day Email

(Automated)

A Father’s Day email is available this month as an easy way to stay connected with your database.

Whether your clients are celebrating dads, stepdads, grandpas, or father figures, this email helps keep you top of mind while adding a more personal touch to your outreach.

Opt in to have the email sent automatically.

 Opt In Here

‘Most Listing Agents Don’t Know This’ Email

(B2B | Manual)

This B2B email challenges some of the outdated assumptions surrounding FHA and VA buyers while also highlighting how lower interest rates can improve purchasing power in today’s market.

It’s a great touchpoint for Realtor partners that encourages stronger financing conversations and helps position you as a knowledgeable resource during the offer process.

Click Here to Access the Email in TE

Highlands Product Email

(B2B | Manual)

This B2B email gives Realtor partners a quick overview of loan options that could help more buyers qualify in today’s market.

It’s a simple way to stay connected while opening the door to conversations around affordability, financing solutions, and unique borrower scenarios.

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: Managing Duplicate Contacts

Did you know duplicate contacts can impact your reporting, campaigns, and outreach inside Total Expert?

 

This quick walkthrough shows how to identify and manage duplicate records, so your database stays cleaner, more organized, and easier to work from day to day.

Did You Know: Merging Contacts

Did you know you can merge multiple contact records into one profile instead of manually updating each one individually?

This short video walks through how to merge contacts in Total Expert so you can consolidate communication history, activity, and borrower information all in one place.

Featured Loan Officer Content

This month’s featured content includes both realtor-facing and client-facing tools designed to help spark conversations, build trust, and keep you visible in your market.

Client-Facing:

Licensed in a New Area
(Social Posts)

This social media post is a fun, approachable way to announce that you’re now licensed in a new area or expanding into a new market soon.

It helps create local awareness, connect with potential buyers, and open the door to new Realtor relationships while positioning you as a trusted lending resource in the community.

Special Home Loan Savings for Teachers (Flyer)

This flyer is a great way to connect with educators and community heroes who may qualify for special home loan savings.

It highlights program details in a simple way, including down payment options, potential assistance, monthly savings opportunities, and general eligibility information for first-time homebuyers and Veterans.

Have a similar educator or hero program available in your state? Send Marketing the details and we’d be happy to help create a customized flyer for your market.

Top 25 Purchase Lender in Texas (Social Posts)

These two social post options highlight Highlands being named a Top 25 Purchase Lender in Texas along with a 48% increase in Texas purchase volume over the past two years in a market that has remained relatively flat.

They’re a strong way to reinforce credibility with clients and Realtor partners while highlighting the consistency, experience, and work happening behind the scenes to help buyers successfully navigate today’s market.

Realtor-Facing:

Psychology of a Buyer (Flyer)

This flyer is a smart, easy-to-share resource that helps Realtor partners connect with buyers’ real concerns — from affordability and payment comfort to hesitation and confidence.

It gives agents a simple way to ease uncertainty, create stronger conversations, and help buyers feel more prepared when the right home comes along.

Realtor Reference Guide (Flyer)

This Realtor Reference Guide is a handy, easy-to-share tool that gives Realtor partners quick clarity on common financing questions.

From low and no down payment options to mortgage insurance, VA funding fees, and more, it helps agents feel more informed and confident when guiding clients through the early stages of the homebuying process.

Since loan limits and guidelines vary by market, these flyers are customized by state/area. Send Marketing your state loan information and we can build a custom version for your market.

 

‘Sitting on a Goldmine’ (Flyer)

This flyer is a great conversation starter for Realtor partners working with homeowners who may be sitting on untapped equity.

Instead of waiting for rates to return to historic lows, this piece encourages homeowners to explore strategic ways to put their equity to work — helping Realtors create value-driven conversations and reconnect with past clients in a meaningful way.

Total Expert Social Media Content

June 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!  

New Total Expert Email Builder

 

Did you know Total Expert now has a new, easier way to build emails?

Inside the Email section of Total Expert, you’ll now see the same blue “Create Email” button you already use — but with access to a more user-friendly email builder experience.

Instead of starting from scratch or working through the traditional editor, you can now choose from Marketing-provided templates and simply click into sections to update text, swap images, and personalize content in a more visual format.

All emails created through the new builder still follow the standard compliance review process, so you can use it confidently while staying within company guidelines.

We encourage you to give it a try! If you need help getting started, have questions, or want to see it in action, feel free to reach out to Marketing or join one of our Open Office Hour sessions to learn more.

 

Frequently Asked Questions

Where can I get a yard sign?

Marketing is happy to help design and order yard signs for your needs. We recommend keeping designs simple so they remain easy to read and avoid lengthy disclosure requirements.

 

In most cases, yes! Unless the piece is state-specific for a state you are not licensed in, we’d be happy to update it with your contact information and add any builder or Realtor co-branding.

If you can’t find the item in Total Expert, just send Marketing a copy of what you’re looking for and we’ll help get it updated for you.

If a custom piece becomes popular, let us know! When there’s enough demand, we’ll work on getting it uploaded into Total Expert so other Loan Officers and co-branders can easily access and customize it themselves.

 

Educational

Over the past few months, we’ve been building out a growing library of social media playbooks designed to help Loan Officers strengthen their online presence and better leverage platforms like Facebook, Instagram, and LinkedIn for business growth. Topics have included setting up compliant business pages, profile best practices, posting strategies, content ideas, and connecting social accounts to Total Expert for easier scheduling and consistency.

As we continue building out Educational Corner, we’re shifting into a more real-world, peer-driven format over the next few months by spotlighting Loan Officers across the company and sharing what’s actually working for them. From marketing tips and social media strategies to day-to-day habits, client communication ideas, workflow efficiencies, and relationship-building tactics, the goal is to create a space where originators can learn directly from each other.

Starting next month, we’ll begin highlighting Loan Officers from across Highlands and sharing practical ideas you can put to work in your own business.