Home Report keeps you front and center with your clients by delivering an automated monthly email that informs them about the health of their investment after closing. Home Report includes:
- Home Stats: Key information about the client's home, including purchase price, current equity, and automated valuation models.
- Readiness to Move Scale: Get notified when a client indicates their likelihood of moving so you can reach out to provide assistance.
- Savings Calculator: Helps clients understand how making additional principal payments can reduce the amount of interest paid over time.
- Appreciation Forecast: Estimates the potential increase in home value over time.
- Home Maintenance and Financial Tips: Offers advice on maintaining and enhancing home value.
- Area Sales Statistics and Trends: Shows recent listings and sales in the client's area.
- Market Activity: Keeps clients updated on local pricing and inventory trends.
- Referral Widget: Helps capture new clients each time a client refers a friend or family member.
Not yet subscribed to Home Report, but want to learn more? Click here.
Navigating to Home Report
To access your Home Report:
1. Login to your ListReports account.
2. Click on My Clients in the left-hand navigation menu.
Inviting Clients
Next, it's time to invite your clients to the Home Report! You can:
1. Add clients using our pre-populated data within your My Clients tab. Watch the video below to see how:
2. Add individual clients to Home Report. Watch the video below to see how:
3. Add multiple clients at once. You can bulk upload up to 500 clients at a time. Learn how:
4. Share Home Report beyond your clients using your personal invite link. To get started, go to your My Clients tab and click Share my invite link.
From there, choose how you'd like to share your link. Here are a few easy ways to get it in front of more people:
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Copy Link
Add your link to your email signature so new clients can easily sign up for their Home Report. -
Download QR Code
Print your personalized QR code on flyers, business cards, door hangers, and more. -
Text to Self
Send the link to your phone, making it simple to copy and paste into text messages to your contacts. -
Share on Social Media
Choose from several engaging images in the Shareables tab to quickly share your invite link with your network on social media.
Once you invite a client, they'll receive an email with a link to their personalized Home Report landing page. This page can be bookmarked and accessed anytime.
Monitoring Results and Following Up
Once invited, you can monitor your client’s invitation as well as their interactions with their Home Report in the Home Report tab.
Pay attention to the metrics found on the Home Report tab as well as any emails that come from ListReports so that you do not miss any leads:
- Activities: This metric shows the number of times a client has interacted with their Home Report. To learn more about activities and how to use them to effectively follow up with your clients, click here.
- Last Activity: This shows the last time the client interacted with their Home Report.
- Readiness to Move: Clients are able to give you direct feedback on how soon they are likely to move so you can know when to reach out and offer assistance with preapproval and planning for their goals.
- Contact Form Leads: Clients will email you directly through the Home Report contact form. Monitor your inbox and respond to these as quickly as possible as they’re usually asking for your immediate assistance.
Helpful Tip: Use the sorting arrows on the Activities, Last Activity, and Readiness to Move columns to sort the clients who are engaging with Home Report the most. This may be a good time to reach out to them and see if they have any plans to refinance, purchase a new home, or consolidate their debt!
Searching and Filtering Clients
Use the search and filter functions under the My Clients tab to:
- Search individual clients by name or email
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Find clients by:
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Client Type
- Active: Users who are currently receiving and engaging with the Home Report.
- Referral: Users referred to your Home Report by a subscribed client.
- Archived: Users you have archived who are no longer subscribed to Home Report.
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Home Report Status
- Eligible: Clients for whom we have collected their name, email, and property address, making them eligible to receive the Home Report. These clients have also not opted out or unsubscribed from Home Report communications.
- Receiving: Clients who are receiving the Home Report but have not yet interacted with it.
- Engaged: Clients who are receiving their Home Report and have viewed it at least once.
- Opted Out: Clients who have opted out of receiving their Home Report.
- Unsubscribed: Clients who have opted out of all ListReports' communications, including Home Report.
- Referral Pending: An individual referred by a client, who has started receiving their Home Report but has not yet viewed it.
- Loan Type
- Transaction Date
- Loan Amount
- Interest Rates
- Loan Terms
- Purchase Price
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Client Type
If using filters, always remember to click Apply Filters at the bottom of the pop-out.
Pairing and Co-branding with Agents on Home Report
Pairing with agents on Home Report unlocks powerful co-branding opportunities. Follow the steps below to maximize your reach.
1. Pair with agents:
- If you have ListReports Elite + Home Report, click here to learn how.
- If you have Home Report as a standalone subscription, click here.
2. Adding an Agent's Co-branding: Once paired, you can add an agent’s co-branding to your clients' Home Reports. Click here to see how.
3. Home Report Unlocked for Paired Agents: Your paired agents can also invite their clients to receive personalized monthly Home Reports, just like you. Their clients will appear in your Home Report dashboard as "Shared Leads," giving you visibility so you can help serve their clients' needs and strengthen your relationship.
4. Want to help your agent see the value of Home Report?
Feel free to explore our marketing materials below, or encourage them to join our weekly Home Report live webinar. It’s a great way to get them up to speed!
Home Report Marketing Collateral: Email Templates
Marketing and Agent Education Tools
Quick Guide to Getting Started with Home Report for Agents
Home Report Live Webinar for Agents
Home Report Recorded Webinar for Agents
Want to view the client's experience? Check out The Client Experience Guide to Home Report. Still need help or have questions? Submit a ticket here.