Grow Time - August 2025

Throughout 2025, Marketing will be emailing agents and clients on your behalf each month. Be sure you read and review this section to see what emails will be going out and for important deadlines to opt-out.
Note: This list does not include transactional automations such as Loan Milestone Updates, Post Closing, Customer Intelligence, etc. For a full list of Marketing Automations, click here.

Let's Help Clients WIN: This email will be sent to all of your agents in Total Expert. Click here for a sample.
- Send Date: Tuesday, August 12
- Opt-Out By: Monday, August 11
Turn Your Home Equity Into Your Next Big Move: This email will be sent to all of your clients in Total Expert with an equity insight of estimated LTV 10% or less. Click here for a sample.
- Send Date: Wednesday, August 13
- Opt-Out By: Monday, August 11
Still Thinking About Homeownership?: This email will be sent to all contacts currently in Lead or Lead (Prospect) status. Click here for a sample.
- Send Date: Thursday, August 21
- Opt-Out By: Monday, August 11
Credit Card Debt and Renovations: This email will be sent to all of your clients in Total Expert who funded more than 7 months ago and have 25-60% LTV. Click here for a sample.
- Send Date: Wednesday, August 27
- Opt-Out By: Monday, August 11

Total Expert & Homebot Growth Strategies

Rate Estimate & Rate Quote Emails

Rate Estimate Email

Rate Quote Email

Check Your Total Expert Contact Tabs!

Introducing the Homebot Partner Network

Your Weekly Calling Strategy

Agent Relationship Strategies

Monday's are where you should plan to time block two hours to call approximately 40 agents. Whether it's your best referral partners, or someone you're trying to develop a relationship with, these calls will help you grow your business.

These strategies are proven and everyone has the time and capacity to follow this path! You can do this! Stick to it!

Sample Script:
Hey [Agent], it's [Your Name] from Castle & Cooke Mortgage. How was your weekend? Did you host any open houses?

I'm just calling to check in and see how everything is going with your buyers. Have they all been pre-qualified and set with their home loans? Do you have anybody you'd like me to chat with to help them get started? Are there any challenging buyers who are having trouble getting pre-qualified? Any buyers having trouble getting under contract?

Last questions - What can I do this week to help make your life a little easier? Do you have any open houses this weekend you need help with? Let me know if you need any flyers, websites, or loan scenarios. Or if you need help setting up, I'm happy to come early and put out signs, bring some water and snacks.

If there's anything else I can do, call me any time. I'll check back in with you next week.

Start setting up your calendars in Outlook to time-block two hours on Mondays for these calls starting next week!

Instructions for listing content
(Note: Agents MUST be set up in Total Expert first as a Co-Marketing Partner before you can co-brand any flyers or websites!
Step 1 - Create a Single Property Website
Instructions
- Go to WEB MARKETING > SINGLE PROPERTY SITES
- Click CREATE
- Enter the MLS in the SEARCH BY MLS field and click the magnifying glass
- Click on the home that pops up and wait for the page to refresh
- DON'T FORGET!!!! Click ADD next to your name under Lender Partners, and select your agent's name under Agent Partners.
- You can either leave the page as is and click ACTIONS>SAVE or click NEXT and play with the site layout, etc.
- Click ACTIONS>VISIT SITE to see the site live and to copy the URL
Step 2 - Create a Listing Flyer (or Open House flyer)
- Go to PRINT MARKETING>CREATE NEW
- Under the FOLDERS drop down select LISTING FLYERS
- Pick a flyer and click ACTIONS>SELECT
- Select your agent under CO MARKETING PROFILE
- Enter the MLS# and click the magnifying glass
- Click SELECT under the home
- Click CUSTOMIZE AND PUBLISH
- If it is an Open House flyer, be sure to enter the date and time in the appropriate field
- You may need to edit the home description so it can all fit
- Click SAVE FIRST DRAFT, then PUBLISH
- Click ACTIONS and GENERATE PDF
- You can either save the PDF to your desktop or copy the URL to the PDF
Step 3
- Now, open an email in Outlook, and send the link to the Single Property Site, the link to the PDF (or attach the file) to your agent!
- Don't forget to offer your agent the ability to purchase Open House Kits at EXCLUSIVE wholesale pricing (requires 7-10 days advance notice)

Loan Status Update Calls

Ask any successful loan officer, and they'll tell you about Loan Status Update Tuesdays. This is a strategy our team has been sharing since the very beginning and when done properly, can ultimately save you time!

Each Tuesday, time block an hour to contact the borrower (it's ok if you just call the primary), buyer's agent, and seller's agent with an update on the home loan. It doesn't matter if there isn't any change to the loan's status from the previous week. The goal here is to provide weekly updates to calm nerves and anxiety through the process.

Sample Script:
Hey [Buyer], it's [Your Name] from Castle & Cooke Mortgage. Just giving you a ring with your Tuesday update call. I wanted to let you know that your home loan [insert status or update here]. Everything appears to be in good shape. Let me know if you have any questions and I'll be glad to help. I'll check back in next week with more news.

Hey [Buyer's Agent], it's [Your Name] from Castle & Cooke Mortgage. Calling to update you on the [Buyer's Name} loan at [Subject Property Address]. I wanted to let you know that [insert status or update here], and everything looks like it's in good shape. Before I let you go, do you have any buyers you'd like me to speak with? Do you have any needs for open houses you or your brokerage may be hosting this weekend? I'll check back in next week with more news.

Hey [Seller's Agent], it's [Your Name] from Castle & Cooke Mortgage. Calling to update you on the [Buyer's Name} loan at [Subject Property Address]. I wanted to let you know that [insert status or update here], and everything looks like it's in good shape. Are you hosting any open houses this weekend? Do you need my help setting up or can I bring some waters and snacks? How's everything going with your other transactions? Any challenging situations I can help with? I'll check back in with you next week with more updates on the loan.

The key here is to decrease your incoming calls from agents who constantly call you to check in on your borrower's home loan. Stick to it!

Alphabet Calls

Homebot Motivated Clients

Friday Pre-Qual Check Ins

Become a Total Expert Expert

Want to get the most out of Total Expert? Check out our Top High Value and High Dollar Actions

1) Log in to Total Expert Every. Single. Day.

2) Use Focused View every day as a call list to reach out to clients. We've created many Focused Views tied to Journeys and Campaigns so you can see who is actively receiving emails and texts from you. Be sure to log an outcome for each client within your Focused Views - don't let them just sit there. (Note: Customer Intelligence alerts only last seven days, so be sure to quickly log outcomes for anyone flagged for CI when you receive the user notification).

3) Use Journeys! Over the last few months, we've released a number of campaigns that fall outside of our usual automation strategies. These campaigns require you to add a contact and place them into a group, our use a Lead Capture App. Below you will see our brand new First Time Homebuyer Campaign. Last month we released the campaign and strategy for Divorced Leads. Earlier this year we released a campaign targeting renters. Setting clients up on these Journeys take very little time, and allow you to stay top of mind and provide valuable intel to push people to apply.

3) Connect with multiple co-marketing partners for more business. Think outside the box too! You can add accountants, attorneys, and even insurance agents as co-marketing partners. Remember the Divorce Lead Campaign from July?

4) Make sure your real estate agent co-marketing partners are at 100% completion! The biggest obstacle to this is their MLS-ID and affiliation.

a) When your agents connect their MLS to Total Expert, you'll be notified of new listings.
b) Create a Single Property Website, an Open House Lead Capture App, and a Listing Flyer for every new listing notification you receive. Then congratulate the agent for their new listing and send them the content you created.

5) Clear your tasks! When you receive or create a task, it's important you clear the task so they don't stack up in your account.

Homebot CMA Process

Last week we released a new process regarding CMA Requests you receive through Homebot. Be sure to watch a recap of our webinar here.

When you receive a CMA Request via Homebot, you will get a notification from Homebot as well as a notification from Total Expert.
On your behalf, we will send this email out to the client who requested a CMA.
The onus is on the Loan Officer to reach out to either the client's buyers agent or another trusted agent partner and have them complete the CMA and return the info to you.
See below for next steps

Option 1 - Self Service

Option 2 - Marketing Support

Schedule all of your social media posts! Click here to jump down to our social media calendar. All posts are loaded and live in Total Expert and ready for you to pre-schedule to your channels. Pro-Tip: Delete and redo your Facebook and LinkedIn integrations before you start scheduling. Why? This will ensure an updated connection between the platforms, and will get you in the habit considering Linked In needs to be refreshed every 2 months. This won't affect your currently scheduled posts.

Don't forget! Join our Marketing Mastermind accountability group on Wednesday, August 6th at 130pm MT to schedule your social posts for the month!

Caption:
Here’s a great option for borrowers worried about a mortgage payment! A Graduated Payment Mortgage starts you off initially with a lowered monthly payment, with a 5% increase occurring each year. This unique option helps you step into your mortgage payments. Credit score requirements are a minimum of 660 or better. Debt-to-income requirements are 50% or lower. Plus, loan limits can go as high as $3 million. To find out more details and if you qualify, contact me today! #castlecookemortgage #mortgage #homeloan #realestate #monthlypayment #mortgagepayment #graduatedpayments

Total Expert Tags: Non-QM, GPM, NewFi, Grow Time August 2025

Caption:
Don't let today's interest rates hold you back! Take advantage of our SimpliFi program, a simpler way to purchase a new home and refinance later. The best part? If you refinance within the next three years, you won't pay any of our lender or administration fees. Check out the link to learn more about SimpliFi! https://www.castlecookemortgage.com/simplifi #castlecookemortgage #simplifi #simplifiyourlife #homeloans #refinance

Total Expert Tags: SimpliFi, Purchase, Grow Time August 2025

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Caption:
Home values are significantly UP over the past five years, and when you look at nationwide, home prices have risen 55% across the country, with every state seeing an increase. If you're a current homeowner and planning to stay in your house, this could mean potentially building significant home equity as values continue to rise. If you're still shopping, don't panic but don't delay either. Does owning a home fit into your plans for the next five years? Click the link below to contact me today!

Total Expert Tags: Home Values, Homeownership, Grow Time August 2025

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