Home Report is an automated semi-monthly email that keeps your clients informed and engaged after closing. Stay front and center with clients by automatically delivering their home’s equity, value, and more, so that when life changes or rates drop, you are the first person they contact.

What’s Included in a Client’s Home Report?

Each Home Report is filled with pertinent information about your client’s home including:

• Purchase price and home loan information
• Automated valuation models
• Appreciation forecast
• Current equity
• Home maintenance and financial tips
• Area sales statistics and trends
• Homes for sale in the area
• Home stats (bedrooms, bathrooms, square footage, etc.)
• Homes pending sale in the area
• Readiness to move score
• Equity widget
• Optional co-branding with agents

Each feature is separated into easy-to-navigate tabs: Home, Market, Tools, and Get In Touch. 

Home

Estimated Home Value Appreciation

This module helps clients see how their home is appreciating and make informed decisions about future investments, renovations, or sale opportunities. 

How do we make our estimates?

Our AVM (Automatic Valuation Model) comes from one of the country’s most reputable real estate data providers. Like all AVMs, we use a mix of historical data (home sales), current data (comparable listings), your home’s attributes (square feet, # of BR/BA) and forecasts. Our point value is taken between the middle and high end of a range of values (low-middle-high).

No AVM model can match the detailed knowledge of a local real estate professional. All AVMs struggle to capture ‘unusual’ properties (a house with a lake view), especially if there are few recent transactions.

Choosing Estimates

Your client can choose from a range of estimates or choose their own value, based on their personal knowledge of the area by clicking on the Confirm Your Loan Details. The AVM will automatically adjust with the new estimated value. 

Loan officers and their paired agents can adjust the client's estimated home value by navigating to Home Report, clicking View for the client they would like to update, click the pencil icon and adding the home value in the Current Value field. Just remember to click Save!

Readiness to Move Score

The Readiness to Move Score can be found both within the email body and on the Home Report landing page. The slider lets your clients select their time frame (on a scale of 1-5) for their next move.

The scores are as follows:

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! 

If a consumer selects an initial score of 3 or higher, or moves their existing score to 3 or higher, Home Report will automatically email the lead owner (that’s you!). You can also use the table in the Home Report tab within your ListReports account to monitor changes and updates to this score.

If a client uses the slider to indicate their readiness to move, we will hide it from the email body for three months. However, it will always be available within their Home Report. 

Home Tips

Each month, your clients will receive a selection of carefully curated tips and insights including real estate terminology and concepts, timely and relevant real estate market trends, and advice on maintaining and enhancing their home's value. This information is designed to empower your clients to make informed decisions about their investment. Check out an example below:

Equity Widget

The equity widget helps your clients explore ways they can pay back student loans,  fund their next house project, or finance their next vacation using their home's equity. Each example has a simple CTA that leads your client back to you!

Market

Market Trends Around You

Market Trends lets your client easily compare key real estate data across different cities and zip codes — including median list price, active listings, and days on market. They can also view active and pending listings on an interactive map.

By default, Market Trends is prefilled with zip codes near the property’s location. Clients can customize this to track up to five cities or zip codes they’re most interested in.

When a market is selected, the map and list of active listings below will update automatically. From there, clients can click into individual listings and reach out to you directly with questions. Check out the video below to see how:

Tools

Savings Calculator

Clients can easily understand the benefits of making extra payments towards their loan principal by using the Savings Calculator within their Home Report. Once populated, you'll notice two bars:

• Interest Savings Bar: This bar illustrates the amount of interest saved over the life of the loan by making the extra payments. In this case, an additional $200 per month results in a total interest savings of $23,708. The filled portion of the bar shows the proportion of interest saved compared to what would have been paid without the extra principal payments.
• Time Savings Bar: This bar represents how much earlier the loan will be paid off by making extra payments. In the example seen below, by adding $200 per month, the loan term is shortened by 6 years and 8 months. The filled portion indicates the reduction in loan duration relative to the original term.

By comparing these bars, clients can clearly see how paying more on the principal reduces the overall interest paid, highlighting the long-term savings they can achieve.

Get in Touch

Contact Form

This contact form makes it easy for clients to reach out to you and/or your co-branded agent, whether they’re planning a move, curious about their home’s value, or exploring ways to save.

Clients can select who they want to contact, share what they need help with, and add a custom message for context. It’s a quick, direct way to start a conversation and get connected with the right person.

Be sure to keep an eye on your inbox! Messages from this form are typically serious inquiries from your clients.

The Client’s Experience

Once you send the invite, clients will receive an email from you to subscribe to their Home Report (see example below).

By clicking Get Your Home Report, the client will be taken to their personalized Home Report page.

How to See a Client's Home Report

To see a client's Home Report:

1. Click on the Home Report tab. 

2. Click your client's property address found in the Home Report column. 

A full sized preview of their Home Report will then be displayed. 

Home Report Email Frequency

Your clients will be emailed a Home Report email twice per month: on the anniversary of the initial email invitation and 15 days later highlighting the available homes in the area. Below is an example of both emails, respectively. 

Monthly email sent on the anniversary of their invitation:

Semi-monthly email highlighting local market activity sent 15 days after: 

Dark Mode for Clients

Clients also have the ability to turn on dark mode for their Home Report. If dark mode is already enabled in a client’s computer settings, Home Report will automatically display in dark mode. Otherwise, clients can switch to dark mode manually by clicking the icon at the bottom of their Home Report emails as seen below.

Still need help or have questions? Submit a ticket here.