Fall focus.

This season’s plan to reconnect with your sphere: a “Fall in Love” client event, a photo contest, AI-powered outreach, and ready-to-post fall graphics.

Element strongShow up as one team, together.
Outbound callsPick up the phone and reach out first.
Face to facesGet in front of clients and partners.
The marketing plan

Fall in Love

Host a three-hour open house for your clients and partners, with pies from a local bakery partner. Working with the bakery and a supporting home insurance agent secures better pricing and sponsorship, and the sponsor helps invite guests too.

It’s about community as much as pie: anything unclaimed goes to local businesses and partners who couldn’t make it.

3 hrsOpen house window
30 + 609-inch pies and 4-inch pies (5 dozen)
$1,200Approximate pie value
See the full plan
Fall in Love event graphic

Before

  • Send special invites through October
  • Reach out to your database
  • Promote the event on social media

During

  • Be there in person to greet every guest
  • Hand out pies during the pickup window

After

  • Send personal thank-you cards with your business card
  • Follow up with a call and holiday wishes
  • Drop off unclaimed pies at past Realtor offices, nearby partners, small businesses, builder models, or your office complex
$100weekly lender credit drawings

Fall Photo Drop: Capture the Colors

Invite past clients and preapprovals to share their best fall photos for a chance at a grand prize. Preapprovals during the Fall Series are also entered in weekly drawings for $100 off closing costs.

Contest details

Grow your reach this fall

AI-powered outreach

AI-powered outreach

Use AI tools to expand your network and make your calls more effective. We’re testing these tools with a partner and learning new ways to use them every week, so explore and share what works.

Bonus partner and client content

Bonus partner and client content

Extra content on effective rate to share with your referral partners and clients.

Get the content

Fall graphics

Samples of this season’s designs. Tap to view full size, then make them yours in Canva.

Open fall Canva templates

Fall handout

Watch how to put the handout to work.

Fall handout

Questions about the fall plan? Email ElementMarketplace@elementhl.com.

© 2026 NFM, Inc. dba Element Home Loans. Element Marketplace by The Mortgage Planner. Company NMLS #2893. Equal Housing Lender. For internal use by Element Home Loans associates.