Take a look at our Top 10 most requested items! Click the image to access, or reach out to [email protected] for assistance.
OTC Booklet
MLS Integrated Listing Flyer
First Call Email
Fed’s Rate Cut Email
Conforming Limits Email
Buydown Property Flyers
Event Emails
MLS Integrated Listing Flyer
Buy Before You Sell Email
Yard Signs
As we close out the year, we’re spotlighting some of the most impactful Total Expert Journeys updated or launched in 2025. These automated and semi-automated email series help you stay consistent, timely, and top-of-mind with messaging that feels personal and purposeful—without adding to your workload.
Submit this form to activate any of the Journeys below. If you’d like to explore additional Journey options, please reach out to Marketing.
Built to nurture relationships with listing agents on your funded loans. Messaging reinforces partnership, collaboration, and results. Agents are added at closing (one-time entry).
Reconnect at the right moment when a past client lists their home. Outreach feels natural, timely, and intentional (sends only once an Outcome is selected in Total Expert).
A loan progress experience borrowers actually appreciate. These updates set expectations, reduce uncertainty, and streamline communication from application to closing.
Mirrors the Purchase Milestone flow with structured, reassuring updates—keeping clients informed without extra follow-ups from you.
Click here to learn more about the Refinance Milestone Journey
Meaningful touchpoints designed to deliver value, strengthen relationships, and keep you top-of-mind for repeat business and referrals long after closing.
The newest Total Expert trainings are ready to watch! Boost client engagement with SMS messaging and learn how to track opportunities and send rate quotes directly from your pipeline.
Some marketing assets got used a lot this year—because they work! These were the most requested, most customized, and most shared marketing pieces in 2025. A quick reminder: every piece of marketing content can be tailored to you, your market, and your goals!
With rate conversations happening daily, this email helps borrowers slow down, evaluate true savings, and approach refinancing strategically. It builds credibility, creates trust, and opens the door for deeper conversation any time the market shifts.
Seasonal touches, program highlights, listings, database engagement – postcards continue to be one of the most effective, tangible ways to stay top-of-mind.
A simple, visual breakdown showing how seller concessions can be applied to a permanent rate buydown vs. a temporary one, protecting listing value while creating long-term savings for buyers. Available in general format or customized to a specific property scenario.
Ideal for agent meetings, open houses, office drop-bys, or anytime you want a leave-behind piece that feels professional, polished, and personal.
A clean, modern, scroll-stopping video format built for social, email, or co-marketing with agents. Quick to brand, easy to share, and built to perform.
December social graphics are now live and ready to post
Some updates were too good—and too useful—not to call out one more time.
Create co-branded marketing in Total Expert without sending an invite first. Fewer steps. Less friction. Faster to market.
The HRM Advertising and Marketing Policy was updated to reflect this change. View Section 3.2.3.7.5.8 (page 35), on the HUB here.
Questions after watching the walkthrough video or reviewing the policy? Marketing can help!
Texting inside Total Expert got a major upgrade. Move beyond alerts—now you can have real, trackable conversations directly in the platform.
✓ Chat from desktop or mobile
✓ Message history automatically saved
✓ Works inside Journeys
✓ Instant reply notifications
Want help turning it on or using it more strategically?
Send polished, client-ready rate quote emails straight from Total Expert—and organize your Pipeline View in a way that actually works for you. Simpler workflow. Better visibility. Fewer workarounds.
Click here to learn more about Rate Quote Emails and Pipeline Views
Not directly, but we can help. While we don’t manage profiles for loan officers, we can provide setup steps, optimization tips, and best practices to help you get the most out of yours.
Log in to Total Expert > Web Marketing > Social Media, then select Social Media Graphics from the menu below the search bar. On the right, click Folders > Current Monthly Social.
We’ve got you covered in two places:
• On the HUB: https://hub.highlandsmortgage.com/departments/marketing/manager_recruiting_materials
• In Total Expert: Go to Print Marketing > Recruiting folder
Quick, bite-size videos (think Reels, TikTok, YouTube Shorts) continue to dominate. And the best part? You don’t need fancy equipment to look polished. A few small setup tweaks go a long way.
Vertical (1080 x 1350)
Best for: Reels, TikTok, YouTube Shorts
Watch Vertical Example
Horizontal (1920 x 1080)
Best for: Desktop, YouTube, email
Watch Horizontal Example
Simple Rule:
If they’re scrolling → Vertical
If they’re watching → Horizontal
Want help planning or polishing your next video? Marketing can help!