Home Report is an automated 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. This article will explore all the benefits to your clients when they are subscribed to your Home Report.

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
Savings Calculator
Automated Valuation Models
Appreciation Forecast
Current Equity
Equity Widget
Referral Widget
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
Optional Co-branding with Agents

Savings Calculator to See the Benefits of Additional Principal Payments

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:

Total Interest Bar: This bar represents the total amount of interest paid over the life of the loan without any additional principal payments.
Reduced Interest Bar: The lighter bar shows the total amount of interest paid if extra payments are made towards the principal.

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

Equity Widget

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

Market Activity

Home Report shows clients recent listings and sales in their area, helping them stay current on local pricing and inventory trends, while also alerting them to potential move-up or investment opportunities.

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:

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.

Market Trends Around You

From the Home Report landing page, clients will see how surrounding markets compare to theirs at a glance. These areas are determined by their home address and are not editable. To view each market’s trends, they can simply click on Show Current Market Details.