Welcome to the November 2025 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
November 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 – Fall-ing Rates
This email will be sent to contacts who funded over 5 months ago, have a 660+ credit score, and have at least a 6.5% interest rate. Click here for a sample.
Send Date: November 12th
Opt-Out Date: October 31st
Buyer – Fall-ing Rates
This email will be sent to contacts in Total Expert that were created in the last 3 years, have a “Started” loan status, has a credit report in the last 6 months and are looking to purchase. Click here for a sample.
Send Date: November 12th
Opt-Out Date: October 31st
Realtor – Thank You
This email will be sent to all buyers agents in Total Expert. Click here for a sample.
Send Date: November 26th
Opt-Out Date: October 31st
The Summit 2026!
It’s that time of year again! We’re excited to see you at The Summit in January. Loan Officers, save the date!!
When:
January 8th-9th
Where:
Asher Adams Hotel, SLC
New Headshot Opportunity
We will be taking new headshots during the summit for any who’d like an update.
FOMO?
The Business Development team has put together some great projects and picked a few standouts that caught our eye. If it worked for them, it might work for you too.
To get copies customized for you please submit a marketing request.
Power Hour Bingo Cards
This is a fun way to tackle a Power Hour with other LOs or with your Partners. Consider setting a reward for who gets the first BINGO!
Holiday Stickers, Tags & Cards
These are great festive materials that can be used to reach out to clients and agents.
Stickers:
Tags:
Cards:
Homebot Updates
Homebot will now automatically link buyers agents into the platform as preferred agents using historical transaction data. These agents appear across a variety of real estate related touch points in the Home Digest and Home Search experience, including:
- Your Team drop-down
- Tune your value module (trigger CMA requests)
- Should You Sell module
- Purchasing Power module
- Short-term rental module
- On every listing in Home Search
Resources
Calendar
Visit the Corporate Calendar for details on events and trainings.
November Social Posts
Post Date: November 3rd
Post Date: November 5th
Post Date: November 7th
Post Date: November 10th
Post Date: November 12th
Post Date: November 14th
Post Date: November 17th
Post Date: November 19th
Post Date: November 21st
Post Date: November 24th
Post Date: November 26th
Post Date: November 28th
