Quick Guide to Getting Started with Home Report for Agents

Home Report keeps you front and center with your clients by delivering an automated monthly email that keeps them informed about the ongoing health of their investment after closing. The best part? It is completely free for agents*! Each Home Report delivers:

• Home Stats: Key information about the client's home, including purchase price, current equity, and automated valuation models.
• Savings Calculator: Helps clients understand the long-term financial benefits of making additional principal payments.
• Appreciation Forecast: Estimates the potential increase in home value.
  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.

*Home Report is automatically unlocked when you pair with a loan officer. Click here to learn how to pair.

Navigating to Home Report

To start using 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! Learn how to add individual clients to Home Report by watching the video below:

Once you invite your client, they will receive an initial invitation email and three follow up emails. Once they accept the invitation, they can confirm their home details and access their personalized Home Report landing page. This landing page is an active link that can be bookmarked and accessed at any time.

Monitoring Results

Once invited, you can monitor your clients' invitation as well as their interactions with their Home Report in the Home Report tab. We will provide you with the following metrics:

• Subscribed: This is where you can monitor if your client has accepted your invitation and subscribed to Home Report.
• Activities: This metric shows the number of times a client has interacted with their Home Report. 
• Last Activity: This shows the last time the client interacted with their Home Report.

Pro Tip: Use the arrows on the Activities and Last Activity 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

You can use the search and filter functions under the My Clients tab to:

• Search individual clients by name or email
• Find clients by:
  • Client Type
    • Active: Any invited or subscribed user
    • Referral: Users referred to your Home Report by a subscribed client
    • Archived: Users you have archived and are no longer subscribed to Home Report
      Home Report Status (subscription status)
  • Loan Type
  • Transaction Date
  • Loan Amount
  • Interest Rates
  • Loan Terms
  • Purchase Price

If using filters, always remember to click Apply Filters at the bottom of the pop-up.

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.