Welcome to the July 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.
July 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 – Celebrating the 30-yr Fixed Mortgage
This email will be sent to contacts who funded over 3 months ago, and have a 30 year mortgage. Click here for a sample.
Send Date: July 7th
Opt-Out Date: July 6th
Buyers – Celebrating the 30-yr Fixed Mortgage
This email will be sent to contacts in Total Expert that have a “Started” loan status and are looking to purchase. Click here for a sample.
Send Date: July 7th
Opt-Out Date: July 6th
Realtor – Celebrating the 30-yr Fixed Mortgage
This email will be sent to all buyer’s agents in Total Expert. Click here for a sample.
Send Date: July 7th
Opt-Out Date: July 6th
FOMO?
The Business Development team has pulled together a few standout wins from last month, proven ideas that could work for you too.
To get copies customized for you please submit a marketing request.
Video Call Backgrounds
Branded backgrounds offer a simple way to elevate the professionalism of your video calls. To incorporate team logos, please contact your Business Development Specialist.
LinkedIn Cover Photos
Use these updated cover photos to brand your LinkedIn account and keep your profile consistent across your network.
Homebot Updates
Homebot Social Media Content
This month’s Homebot content is targetted towards your Refi clients.
Captions
- Our Hombuyer’s Digest gives a simple monthly look at your home’s estimated value, equity, and possible opportunities! Get your own digest here: https://get.homebot.ai/?id=4907e40f-2770-457e-98e5-a83ee89ded46
- Stay updated with monthly insights into your home’s estimated value, equity, and market changes. Sign up here: https://get.homebot.ai/?id=4907e40f-2770-457e-98e5-a83ee89ded46
- Your Homeowner’s Digest helps you keep an eye on your home’s value, equity, and options over time. Get it here: https://get.homebot.ai/?id=4907e40f-2770-457e-98e5-a83ee89ded46
- Create your Buyer Profile to explore buying power, affordability, and monthly buyer updates. Get it here: https://get.homebot.ai/?id=4907e40f-2770-457e-98e5-a83ee89ded46
- Insights into your home’s value, equity, market changes, and possible refinance opportunities. Get your digest here, and keep an eye on one of your biggest financial assets: https://get.homebot.ai/?id=4907e40f-2770-457e-98e5-a83ee89ded46
- Just like you check your bank account or credit score, it helps to check in on your home. The Homeowner’s Digest gives you personalized monthly insights so you can better understand your equity, your market, and what options may be worth exploring. Get it here: https://get.homebot.ai/?id=4907e40f-2770-457e-98e5-a83ee89ded46
- Your monthly home digest gives insight and options into your home’s financial picture month by month, with no pressure. Get it here: https://get.homebot.ai/?id=4907e40f-2770-457e-98e5-a83ee89ded46
- Your home’s value, equity, and options can change over time. The Homeowner’s Digest gives you a simple monthly snapshot so you can stay informed, understand what may be possible, and keep an eye on one of your biggest financial assets. Get it here: https://get.homebot.ai/?id=4907e40f-2770-457e-98e5-a83ee89ded46
Homebot Realtor Slide Deck
Share this slide deck with your real estate partners to clearly communicate the benefits of Homebot and how it can support their client engagement and business growth.
*To customize this slide-deck, submit a marketing request to your Business Development specialist.
Calendar
Visit the Corporate Calendar for details on events and trainings.
Social Media Loan Officer Profiles
If you have not completed your Loan Officer Profile, make time to meet with your Business Development Specialist.
Completing your profile is required for us to create personalized content that promotes you and your business. Going forward, our team will build all marketing assets based on the information provided in your profile. No completed profile means no personalized marketing content.
Our social media tiers have been updated to the following:
Basic – Stay Visible
Best for Loan Officers Who:
- Don’t regularly use social media
- Don’t actively engage through comments or DMs
- Don’t want social media as a primary channel
- Want to maintain a professional online presence
Visibility matters — even when social media is not your primary growth strategy. A dormant or absent profile sends the wrong signal to clients who look you up. At the same time, investing significant time into social media only makes sense when it is being used intentionally.
What’s Included
- Market-specific and corporate content
- Reviews and testimonials
- Consistent posting schedule
- Full Intercap brand alignment
What’s Not Included
- Updates for color or font preference
Fully Active – Become the Expert
Best for Loan Officers Who:
- Who post their food and share vacation photos
- Who send posts to their friends and families
- Who like, comment and DM people in their SOI
- Who follow accounts they enjoy seeing updates from
Social media only works when it is social. This tier requires active participation and engagement, monthly meetings with your Biz Dev, a willingness to create content and engage with clients and referral partners.
What’s Included
- Market Brief
- Internal One Pager: Talking points, angles, CTAs
- Eight Posts
- Educational storytelling with personal frames, photo swap, and local text fields
- Two Video Prompts
- Hook + bullets + CTA + b-roll ideas — no polished script required
- Eight GBP Posts
- Local, search asset driving calls and map visibility
- Outreach Template
- Email or text for sphere, partners — same monthly theme
