Welcome to the November 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.
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.
Buyers – Flex Loans
This email will be sent to clients with 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.
View the Spanish version here.
Send Date: November 10th
Opt-Out Date: November 3rd
Past Clients – Flex Loans
This email will be sent to clients who funded over two years ago and a rate of 5% or more. Click here for a sample.
View the Spanish version here.
Send Date: November 12th
Opt-Out Date: November 3rd
Realtors – Flex Loans
This email will be sent to all buyers agents in Total Expert. Click here for a sample.
View the Spanish version here.
Send Date: November 9th
Opt-Out Date: November 3rd
UHC First Home Conventional Campaign
Several marketing assets are available for our new UHC campaign. Reach out to your Business Development Specialist to opt into the email campaign or have materials customized to you.
Buyer Facing Emails
These email would be sent to potential clients in Total.
Email #1: Click here for a sample.
View the Spanish version here.
Email #2: Click here for a sample.
View the Spanish version here.
Agent Facing Email
This email would be sent to all buyer and seller agents. Click here for a sample.
View the Spanish version here.
Social Media Images
Click here to view all social images
Marketing Momentum Kit
The latest marketing momentum kit has been published. These kits give great materials and ideas to help your social media channels be as engaging as possible. These materials can be divided into 5 groups:
- Headshot Crew: Can be created using a headshot, phone and NMLS.
- Plug-and-Play: Can be created from the existing Loan Officer Profile, niche, audience, professional background, Realtor avatars, tone and available photos without contacting the Loan Officer.
- Plug-and-Play + Verification: The creative direction can be completed from the profile, but current mortgage program or market claims must be verified before publishing.
- Profile-Based: Can be created without contacting the Loan Officer if the profile contains enough specific information. If it would require inventing a story, opinion, motivation or experience, move it to Details Required.
- Details Required
- Assets Required
Your Business Development Specialist will reach out and get your posts scheduled.
Click here to view the full kit
Get Together and Give (GT&G)
November 5th is our Get Together & Give event in the Salt Lake Valley and Northern Utah! We have a variety of materials available to help spread the word as we come together to support the Utah Food Bank.
Email Campaign
A series of 5 emails to invite, remind, and thank clients about the event.
Northern Utah: Click here for a sample.
Salt Lake Valley: Click here for a sample.
Save the Date Social Image
Buyers Market Materials
Housing inventory is on the rise in Utah, Spokane, Las Vegas/Mesquite, and Flagstaff. Social media graphics and email materials are available to help you share the update with your audience.
Reach out to your Business Development Specialist to opt in to the email campaign or request materials customized for you.
Social Media Images
6 Month Temp Buydown Videos
Several fun video shorts are available to help share the 6-month rate buydown offer on social media.
St. George Office Grand Opening
Big Things Are Happening in St. George! 🎉
Intercap Lending is celebrating the grand opening of our newly expanded St. George office! This expanded space brings our teams together under one roof as we continue strengthening our partnership and serving communities across Southern Utah.
Shyann Eckel Capstone Award
Congratulations to Shyann Eckel on being recognized by Capstone Homes with their Outstanding Team Player Award!
For nearly 20 years, Shyann has been a trusted lending partner to Capstone, working alongside their team to support homebuyers and help bring new homes to life.
We’re proud to see her dedication recognized and even prouder of the relationships she’s built along the way.
Congratulations, Shyann! Well deserved.
Calendar
Visit the Corporate Calendar for details on events and trainings.
