Welcome to the March 2026 marketing newsletter! We’re excited to share the latest updates, highlights, and insights to keep you informed and inspired as we head into another productive month.
Table of Contents
Updated March Campaigns
Note: This list does not include transactional automations such as Loan Milestone Updates, Post Closing, Customer Intelligence, etc. For a current look at our journeys, click here.
Due to the recent market volatility we are pivoting to a Trusted Advisor themed campaign in March rather than the planned upon ARM campaign.
Please see below for details on the new campaign and take note of the opt out date, 3/18. If you would still like to send out the ARM campaign you may opt in for that by contacting your Biz Dev Specialist.
Past Clients – Questions About Market Uncertainty
This email will be sent to contacts who funded over 18 months ago, and have at least a 5.0% interest rate. Click here for a sample.
Send Date: March 19th
Opt Out Date: March 18th
Buyers – Questions About Market Uncertainty
This email will be sent to contacts in Total Expert that were created in the last year, have a “Started” loan status, and are looking to purchase. (This will not go out to any clients currently under contract or recently closed.) Click here for a sample.
Send Date: March 23rd
Opt Out Date: March 18th
Realtors – Questions About Market Uncertainty
This email will be sent to all buyers agents in Total Expert. Click here for a sample.
Send Date: March 25th
Opt Out Date: March 18th
Opt In ARM Campaign
Past Clients – ARM
This email will be sent to contacts who funded over 18 months ago, have a 660+ credit score, and have at least a 6.3% interest rate. Click here for a sample.
Buyers – ARM
This email will be sent to contacts in Total Expert that were created in the last year, have a “Started” loan status, and are looking to purchase. (This will not go out to any clients currently under contract or recently closed.) Click here for a sample.
Realtors – ARM
This email will be sent to all buyers agents in Total Expert. Click here for a sample.
Homebot Updates
Real Estate Agents with Homebot subscriptions can now have preferred Loan Officers on their client teams.
This means you can be automatically matched with real estate agent clients based on transaction history, giving you greater visibility and stronger connections in your referral network. Click here to learn more about the Homebot Network.
What This Means for You
- Stronger Partner Connections: Homebot automatically matches you with past clients in real estate agent databases
- Increased Digest Visibility: You appear as the preferred pro on real estate agent client teams — giving you exposure to clients you may not have in your own database. You’ll be featured across multiple touchpoints including several new digest DMs, headers, footers, and the client’s “Your Team” page.
- New transaction opportunities: When a client reaches out through any co-branded touchpoint, you receive the message directly via email and can respond to start working together.
Calendar
Visit the Corporate Calendar for details on events and trainings.
March Social Posts
Post Date: March 2nd
Platforms:
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Ten years goes by fast. The question is where you want your money to go during that time. Rent helps you stay housed, but it does not build anything for your future. A mortgage creates equity, stability, and long-term financial growth.
Post Date: March 4th
Platforms:

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You show up for everyone else. When it comes to buying or refinancing a home, I am here to show up for you.
Post Date: March 6th
Platforms:

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Sometimes the hardest things to check off the list are the ones that matter most.
Post Date: March 9th
Platforms:
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The Fed announcements can feel overwhelming, but you do not have to track every headline or guess what it means for your mortgage. I follow the data, rate movements, and market reactions so you can make decisions with confidence.
Post Date: March 11th
Platforms:

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Buying a home is one of life’s biggest steps, but you do not have to take it alone.
Post Date: March 13th
Platforms:
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Our community heroes spend their days looking out for others. Firefighters, law enforcement, teachers, medical professionals, and first responders carry a lot on their shoulders.
Post Date: March 16th
Platforms:

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The conversation about waiting versus buying continues to gain attention as rates move, prices shift, and affordability remains tight. The reality is that timing the market perfectly is almost impossible, but understanding the financial impact of waiting is not.
Post Date: March 17th
Platforms:

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May your home be filled with luck, laughter, and good company.
Post Date: March 18th
Platforms:

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Want to be an astronaut? That might feel like a dream. But becoming a homeowner? That dream shines a little brighter for many.
Post Date: March 20th
Platforms:

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There’s a lot of bad advice out there about buying a home. Here are five myths we’re busting this month:
Post Date: March 23rd
Platforms:

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Your home is more than a purchase. It is the foundation of your future.
Post Date: March 25th
Platforms:

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Buying a home can feel like a puzzle. You already have the vision, the goals, and most of the pieces in place. You just need the right one to complete the picture.
Post Date: March 27th
Platforms:
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Small shifts can create real opportunities for buyers.
Post Date: March 30th
Platforms:

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If renting feels like climbing the same wall every year with no real progress, you are not alone. Many renters feel stuck because prices keep rising, leases keep renewing, and it never feels like the right time to make a move.





















