Viewing Client Activity within Home Report
With Home Report, you have full visibility into every action a client takes with their Home Report. You can view actions taken by:
1. Click the My Clients tab on the left hand navigation menu.
2. Click on the Home Report tab.
3. Click on either the number in the Activities column or the graph line icon, both seen below:
4. From here, you can review any action taken by your client. See the sample activity below:
Home Report Activity Scripts
Use your activity feed to start conversations and grow relationships with your client base. Below are some example scripts you can use based on the activity clients are taking within their Home Report:
{Client Name} has viewed their Home Report
I’m thrilled to see that you’ve accessed your Home Report for the first time! If you have any questions about information or would like to talk about your financial or housing goals, remember you can reach me directly by clicking the contact button at any time.
{Client Name} has subscribed to their Home Report
I’m glad to see you’ve subscribed to the Home Report! Let me know if you have questions about any of the details, like the savings calculator, local market activity or even wealth-building strategies – I’m always happy to set up a time to chat.
{Referrer Name} sent {Referee Name} an invite to the Home Report
Hi and welcome to the Home Report! I’m very happy that {referrer name} invited you to receive your own personalized version. I'd love to get to know your financial and housing goals so we can build you a clear path to achieve them. If you have questions about financing, you can reach me directly through the Home Report anytime!
{Client Name} has interacted with the savings calculator
If you’re curious about how paying a little more towards principal each month could save you thousands of dollars over the life of your loan and shorten your payment schedule, let’s find a time to chat. Paying down your principal helps you amortize faster, meaning you can take the money you would’ve spent in interest and reinvest it into a remodeling project, a vacation or a college fund.
{Client Name} contacted you through the Home Report
If you’re interested in refinancing, purchasing another home, or have specific debt management questions, let’s set up a time to chat! Your home can be a powerful tool in helping you achieve your broader financial goals, enabling you to build equity, consolidate and reduce high-interest debt and plan for the future.
{Client Name} has looked at the current market details for {zip/area}
The listing and sales prices of comparable homes in your area has a direct impact on the value of your home. That’s why keeping tabs on local sales activity is so important for developing an educated view on the value of your home or even the timing of a sale. Were you looking to sell your home in the near or distant future? Let me know if I can help you get a solid idea of your purchase budget or refer you to a great agent to kickstart the search process.
{Client Name} has interacted with Neighborhood Activity on their Home Report
Reviewing local sales activity in your Home Report is a great way to keep tabs on the health of your local market. With for sale, pending and recently sold homes, as well as their primary stats and list prices, you can easily compare your home to surrounding ones so you have a game plan when you want to sell. Were you looking to sell your home in the near or distant future? I can help you get pre-qualified so you know your budget before starting your home search. And once you’re ready, I can get you in touch with a great agent.
{Client Name} has viewed their Equity options on the Home Report
Your home equity can be a powerful tool in helping you achieve your financial goals, whether it’s allocating funds to a remodel that boosts your home’s value, paying down your student loans, or investing in energy-efficient upgrades that reduce long-term utility costs. I’m here to help provide tips, strategy and advice around your biggest investment, so don’t hesitate to schedule some time with me if you have any questions!
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