About Home Report
What is ListReports’ Home Report?
Home Report is an automated monthly email that keeps your clients informed and engaged after closing. Stay top of mind with clients by automatically delivering their local real estate market data they care about so that when life changes or rates drop, you are the first person they contact.
What information is included in a Home Report?
Each Home Report includes:
- Client’s Home Stats
- Purchase Price
- Automated Valuation Models
- Appreciation Forecast
- Current Equity
- Home Maintenance and Financial Tips
- Area Sales Statistics
- Referral Widget
- Homes for Sale
- Homes Pending Sale
- Savings Calculator
- Equity Widget
- Option to Co-brand with your Paired Agent
Why is a Home Report beneficial for my clients?
Home Report helps provide your clients with up-to-date home value estimates and calls to action to help them maximize their home’s value and equity.
What key points should I emphasize when discussing the value of the report with my clients?
Each Home Report provides free, personalized information about their home’s value, financial and home maintenance tips, and an overview of nearby markets. This is an easy way for your clients to stay informed and make informed decisions about one of their biggest investments.
How does ListReports populate this data?
We use a patent-pending algorithm that aggregates data from multiple sources, then analyzes hundreds of data points for reliability. To learn more about our data confidence, click here.
How far back does ListReports populate transaction data?
ListReports will populate transaction data from the 12 previous months.
How do clients get added to the My Clients tab?
You can add clients manually or when prompted. We track your transactions so we’ll notify you after closing to remind you to invite your recent buyer to receive the Home Report. Click here to learn how.
Can I preview the Home Report before it is sent to my client?
Yes. To preview your client’s Home Report simply click on the pencil icon in the corresponding row and click on the Preview tab.
You can also preview clients who are already subscribed or invited by following the directions below:
1. Click My Clients.
2. Click the Home Report tab.
3. Click the preview button outlined in red below.
Can I resend an invitation to a customer?
Yes. To do so:
1. Click My Clients.
2. Click the Home Report tab.
3. Click the resend button outlined in red below.
What metrics does the Home Report provide me?
The Home Report measures:
- Last Sent: the date of the last sent Home Report to your client
- Activities: number of actions taken by your client with their Home Report
- You can drill into these activities to see what actions they are taking
- Last Activity: the date of the last activity taken by your client
Can I co-brand with an agent on my Home Report?
Yes. You can co-brand with an agent.
Do we allow more than one LO to send a Home Report to the same client?
Yes. We recommend sending out your Home Report to your top clients as soon as possible!
Are the zip codes in “Values Near Home” on the Home Report customizable by me or my client?
No. These are chosen based on your client’s home location.
Can I see how many home reports have been sent to my client?
No. We are not currently measuring this data point.
Can I bulk upload multiple clients to Home Report?
Yes. You can upload 500 clients at a time using our bulk upload feature. Click here to see how.
Can agents and loan officers sign up for Home Report?
Only loan officers can sign up for Home Report at this time. However, you can co-brand with an agent on each Home Report.
How often does a client’s Home Report get sent and on what day of the month?
Clients receive their Home Report once a month on the 1st of the month. However, the link to their Home Report does not expire, so they can access it anytime.
I have ListReports, but not yet a Home Report subscription. How many invitations can I send free?
You can send up to 3 invitations for free without a Home Report subscription.
How do I add Home Report to my account?
Login to your ListReports account, click the My Clients tab, click upgrade today and then click Add Home Report to My Account*.
*By adding Home Report to your account, you agree to subscribe to a monthly autopayment for Home Report.
I have a subscription to Home Report. How many clients can I invite to Home Report?
You can send up to 1000 Home Report invitations if you have the Home Report add-on. If you would like to invite more than 1000 clients, please reach out to support@listreports.com for pricing.
I have HR standalone, can I co-brand with any agent?
No. You can only co-brand with an agent on the transaction.
What happens if I add an agent to my bulk upload file who is not paired with me on the platform?
We will send them an invite on your behalf to pair with you on ListReports. In cases where the agent is already paired with a loan officer or we cannot verify they are indeed an agent within our internal databases, we will not send an invite.
Where is the agent I invited to co-brand with me on Home Report?
Once you receive an email from ListReports confirming the successful upload of clients into Home Report, you can monitor invitations sent to agents to co-brand with you by navigating to My Agents>Pending or your Activity Feed.
Why didn’t my agent get an invite when I added them to the spreadsheet?
- The agent is already paired with another loan officer on the platform.
- We do not have a record of the agent in our internal database. In an effort to reduce the risk of spam, we must verify the identity of an agent via our internal databases. If your agent wasn’t invited, you can go to your My Agents tab and invite them.
Why didn’t my clients get added to Home Report when I tried the Import Clients feature (bulk upload)?
To ensure your clients get successfully added to Home Report when using our bulk upload feature:
- Headers on the upload file must match exactly to the example file headers including asterisks. We recommend adding your clients to the example file to ensure the headers match. As we may create updates to this example file, please download a new example file every time to paste your client list into.
- Name, address, and email address fields must be filled in
- A maximum of 500 clients can be uploaded at a time
What happens if I upload a duplicate client to Home Report?
When uploading a CSV file, clients with the same email and property address will be treated as duplicates and only the first instance in your CSV file will be added to the Home Report.
If there is a duplicate client both in the Home Report and within the file being uploaded, Home Report will only update missing fields with the data found in the CSV file.
For example, if you upload a client with an email address of jane.doe@email.com at 123 Main St. Orange, CA 92251 with an interest rate of 5.5%, and the same client in your My Clients tab is missing an interest rate, the interest rate will be added from the CSV file.
Is there a link I can share with my client to invite them to Home Report?
Not yet, but be on the lookout!
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