Welcome to the September 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
September 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 – Stress Less Transition
This email will be sent to contacts who funded over 2 year ago, have a credit score above 660, and have at least a 4% interest rate. Click here for a sample.
View the Spanish version here.
Send Date: September 16th
Opt-Out Date: September 7th
Buyers – Stress Less Transition
This email will be sent to contacts in Total Expert that have a “Started” loan status, are looking to purchase, and have a purchase price above $500,000. (This will not go out to any clients that recently closed.) Click here for a sample.
View the Spanish version here.
Send Date: September 16th
Opt-Out Date: September 7th
Realtors – Stress Less Transition
This email will be sent to all buyer’s agents in Total Expert. Click here for a sample.
View the Spanish version here.
Send Date: September 14th
Opt-Out Date: September 7th
Homebot Updates
We’ve added a couple updated videos to the buyer intro and pre-qualification sections of Homebot for clients to see.
Apprasial Changes
Several items have been created around the latest appraisal changes. These are great tools for explaining the changes to realtors and other partners. To get customized copies for you, reach out to your Business Development Specialist.
Social Media Images
Presentation
Calendar
Visit the Corporate Calendar for details on events and trainings.
