Home Report Marketing Collateral: Email Templates

Ready to share with clients their new Home Report or remind them to accept their invitation? Want to introduce Home Report to your agent partners? We’ve created some simple email templates to help get you started. Remember, you can always customize and personalize these email templates to best match you and your brand!

Home Report Introductory Email

Subject line: Introducing Your Home Report

Hi {{Consumer name}},

I'm planning to send you an invitation to receive your personalized monthly Home Report. It's a free monthly update on the value of your home, the equity you've built, local market activity, financing strategies and more. It’s a great way to review the health of (probably) your biggest investment, and an easy way for us to stay in touch.

I'm sure you'd love it. You’ll begin receiving the email once a month, starting at the beginning of the next month.

Let me know if you have any questions!

Sincerely,

{{Loan Officer Name}}

{{LO Company}}

{{ LO NMLS #}}

Home Report Follow Up or Reminder Email

If your client has not interacted with their Home Report, you may want to send them an additional reminder. 

Subject line: Your monthly Home Report awaits!

Hi {{Consumer name}},

Earlier, I sent you an invitation to receive your personalized Home Report. It's a free monthly update on the value of your home, the equity you've built, local market activity, financing strategies and more. It’s a great way to review the health of (probably) your biggest investment, and an easy way for us to stay in touch.

Let me know if you have any questions!

Sincerely,

{{Loan Officer Name}}

{{LO Company}}

{{ LO NMLS #}}

Introducing Home Report to Your Paired Agents

Subject: You Now Have Access to Home Report! / You’ve got access to Home Report! / You’ve got Home Report!

Hi {{Agent Name}},

I’m excited to share with you that I recently signed up for Home Report and so you have access, too! Home Report provides valuable insights into clients’ home value, equity, local market activity, financing strategies, and more—helping them stay informed about their biggest investment while keeping you top of mind. Best part? It is completely free for you!

To start adding your clients to Home Report:

1. Login to your ListReports account
2. Click My Clients
3. Choose how you would like to add a client:
   1. Add a single client
   2. Share your unique invite link
   3. Import clients in bulk

Check out ListReports’ quick guide for getting started with Home Report by clicking here. 

Feel free to reach out with any questions. I’m looking forward to helping our clients stay informed and connected with both of us for all their buying, selling, or refinancing needs!

Kindest regards,
{{Loan Officer Name}}

{{LO Company}}

{{ LO NMLS #}}

Introducing Home Report to Agents Invited to Pair with You

Subject: Let’s Co-Brand on Monthly Home Reports

Hi {{Agent Name}},

I’ve sent you an invitation to pair with me on ListReports. By pairing with me, you’ll have access to Home Report which provides your clients with insights on their home value, equity, local market activity, financing strategies, and more—helping them stay informed about their biggest investment while keeping you top of mind. Best part? It is completely free for you!

To get started, simply accept the invitation sent to your email at {{agent email}}. (If you don’t see it, check your spam folder!) Once paired, you can set up your profile with your branding and start adding clients to Home Report! 

Check out ListReports’ quick guide for getting started with Home Report by clicking here. 

I’m excited to collaborate and help our clients stay informed while connecting them with both of us for all their real estate and financing needs. Let me know if you have any questions!

Kindest regards,

{{Loan Officer Name}}

{{LO Company}}

{{ LO NMLS #}}