Welcome to the August 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
August Campaigns
Each month Marketing sends out on your behalf Total Expert emails to your clients and realtor partners. Be sure to read and review this section and take note of the opt-out deadlines.
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.
Past Clients – Appraisal Report Changes
This email will be sent to contacts who funded over 6 months ago. Click here for a sample.
Send Date: August 11th
Opt-Out Date: August 4th
Buyers – Appraisal Report Changes
This email will be sent to contacts created in the last two years that that have a “Started” loan status in Total Expert and are looking to purchase. Click here for a sample.
Send Date: August 13th
Opt-Out Date: August 4th
Realtors – Appraisal Report Changes
This email will be sent to all buyer’s agents in Total Expert. Click here for a sample. This email directs realtors to reach out for a slide deck. Contact your Business Development Specialist for the personalized slide deck.
Send Date: August 18th
Opt-Out Date: August 4th
FOMO?
Personalized social media content is being posted for those that have completed their loan officer profile. We’re already seeing this personalized content receive higher engagement. If you haven’t completed your profile yet, connect with your Business Development Specialist to get it finalized and start taking advantage of these personalized marketing opportunities.
Forward Event
Last month, members of our team attended the Forward Event 2026 in Las Vegas and returned with valuable insights, ideas, and takeaways. We’ve compiled the information into a few easy-to-share resources:
Email – Reach out to your Business Development Specialist to send. Click here to view
Blog Post – An in-depth look, How Communication Skills Help Build Trust . Click here to view
Ebook – An organized collection of notes and takeaways from the event. Click here to view
Calendar
Visit the Corporate Calendar for details on events and trainings.
