About Home Report
What is ListReports’ Home Report?
Home Report is an automated email campaign that keeps your clients informed and engaged after closing. Stay top of mind with past and prospective clients by automatically delivering historical and forecast home value, equity, local market data and more so that when they need to move or refinance, 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
- Readiness to Move scale
- Home maintenance and financial tips
- Area sales statistics
- Referral widget
- Local homes for sale
- Local homes pending sale
- Savings Calculator
- Equity widget
- Option to co-brand with an 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 and more. It’s an easy way for your clients to make informed decisions about one of their biggest investments and is free to them.
Are the ZIP codes in “Values Near Home” on the Home Report customizable?
Yes. Clients can add or edit up to five ZIP codes in the “Values Near Home” section. By default, nearby ZIP codes are pre-populated based on the property’s location, but can be changed.
How often does a client’s Home Report get sent and on what day of the month?
Clients receive their Home Report monthly on the anniversary of their invitation date. The link to their Home Report remains active indefinitely, allowing them to access it at any time.
Can agents and loan officers sign up for Home Report?
Loan officers can subscribe to Home Report on top of their Elite subscription, or they may purchase Home Report on its own. Agents automatically unlock access to the Home Report when paired with a loan officer on ListReports who has Home Report access.
Can I co-brand with an agent on my Home Report?
Yes. You can co-brand with an agent. To co-brand with an agent, you must first invite them to pair with you on ListReports.
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!
I have a subscription to Home Report. How many clients can I send a Home Report to?
Home Report does not have limits on the number of clients you can enroll, only how many people are "engaged". Clients are considered "engaged" if they have opened and viewed their Home Report.
Here's what is included in your monthly Home Report subscription:
- 1,000 engaged clients for the loan officer
- 1,000 engaged clients for each paired agent
If you have more than 1,000 engaged clients, please contact support@listreports.com for questions about additional fees.
I have a Home Report subscription only – can I pair with any agent to add their co-branding to my Home Report?
Yes. You can invite an agent to co-brand with you on Home Report as long as they are not paired with another loan officer on ListReports. To learn how, click here.
Is there a link I can share with my clients to invite them to Home Report?
Yes. You can share the link as a URL, QR code, text, or Shareable! Click here to learn more.
How do I add Home Report to my account?
To add Home Report, contact us by clicking here.
*By adding Home Report to your account, you agree to subscribe to a monthly auto-payment for Home Report.
Metrics
Can I see how many Home Reports have been sent to my client?
No. We are not currently measuring this data point.
What metrics does Home Report capture?
The Home Report tracks key data points to help you understand client engagement and intent:
- Last Sent: The date the most recent Home Report was sent to the client.
- Activities: The total number of actions the client has taken within their Home Report. You can click into this metric to view a detailed breakdown of specific interactions.
- Last Activity: The date of the client’s most recent interaction with their Home Report.
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Readiness to Move: A self-reported score where clients indicate their likelihood to move, using a 1–5 scale:
- 1 – Not anytime soon
- 2 – Considering a move in the future
- 3 – Planning something in the next 1–2 years
- 4 – Actively preparing a move
- 5 – Ready to make a move now
What are the roll-up metrics on the Home Report tab?
The roll-up metrics at the top of the Home Report tab provide quick filtering and visibility into client status:
- Home Reports to Create: Clients who are pre-loaded or saved to the Home Report tab but haven’t been added to start receiving reports. Click this filter to quickly identify which clients still need to be added.
- Receiving Home Report: Clients who have been added and are actively receiving Home Reports (excluding those who have opted out). Click to view recent activity and engagement for these clients.
- Total Clients Invited by Agents: Clients added by your paired agents who have completed the opt-in process. Click to see which clients your agents are bringing in and track their activity.
Adding Clients
How does ListReports populate data within Home Report?
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?
We retrieve and include transaction data from as far back as our data sources allow. This means you'll see the most comprehensive transaction history possible based on the data available.
How do clients get added to Home Report?
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?
No. However, once you add your client, you’ll be able to view their live Home Report. Simply click View in the same row as the client’s name, then click the property address hyperlink to open the report.
Can I resend an invitation to a customer?
Yes. To do so:
1. Click Home Report.
2. Click View on your client’s row.
3. Click Resend Home Report.
What if there were co-borrowers on a transaction?
Each client gets their own Home Report and should be added separately. This includes when uploading clients in bulk. Each client must be on their own separate row in order to be successfully uploaded and sent an invitation. If two emails or two names are included in a field, they will not be uploaded to Home Report.
Bulk Uploading
Can I bulk upload multiple clients to Home Report?
Yes. you can have as many clients as you like in your import file. Please note that additional fees may apply for engaged clients beyond the 1,000 included in your Home Report subscription.
Why didn’t my clients get added to Home Report when I used the Import Clients feature (bulk upload)?
To ensure your clients are successfully added to Home Report through the bulk upload feature, make sure your file includes all required fields:
- Name (first and last)
- Email address
- Address (street, city, state, and ZIP code)
If any required information is missing for a client, they will not be added to Home Report.
What is the benefit of providing transaction detail information in my import file?
Providing transaction details helps ensure the most accurate AVM, but we’ll fill in missing info using our data sources when possible.The optional, but highly recommended fields are:
- Loan amount
- Interest rate
- Transaction date
- Purchase price
- Loan type
What happens if I upload a duplicate client to Home Report?
When submitting an import file, clients with the same email and property address will be treated as duplicates and only the first instance in your import 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 import 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 import file.
What if my import file headers do not match the example file?
If your import file headers don’t match the example file, don’t worry — our team will clean up and reformat your file during the review process to ensure it uploads correctly.
How long does it take to process my import file?
You can expect your file to be reviewed, imported, and invitations sent within 2–3 business days.
What happens if I add an agent’s name and email to my bulk upload file who is not paired with me on ListReports?
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.
Can I add a paired agent to be co-branded on a Home Report within my import file?
Yes. You can include the paired agent by providing their name and the email address we have on file in the corresponding row of your import file.
See the example below for reference:
Where is the agent I invited to pair and 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 pairing invitations sent to agents by navigating to My Agents>Pending or your Activity Feed.
Why didn’t an agent get an invite when I added them to the spreadsheet?
There are two main reasons we may not send an invite to an agent:
- 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.
Have more questions or want to learn more? Click here to submit a support ticket.
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