Getting Started with ListReports for Loan Officers

Welcome to ListReports! As a loan officer, you have access to a suite of tools designed to enhance your collaborations with real estate agents and expand your business. Follow this guide to set up your account and maximize the benefits of ListReports.

Want to go deeper? We recommend checking out our ListReports webinars. Register by clicking here. 

1. Set Up Your Profile

Begin by personalizing your profile to ensure all marketing materials reflect your brand:

• Update Profile Information: Confirm your contact details and add your headshot.
• Update Company Information: Make sure your company details are current. To change or update company information such as your logo, submit a support ticket by clicking here. 

2. Pair with Real Estate Agents

Pairing with agents unlocks co-branded marketing materials and additional features and helps grow your relationship. 

Invite Agents to Pair: 

• • Watch our short tutorial below or check out our article on pairing with agents.
  • We recommend pairing with at least four agents to get started.
  • Need help communicating the benefits of ListReports to your agent partners? Check out our Agent Marketing and Education Tools. Below is a template email to help communicate to agents the value of ListReports directly from you:

Subject: Let’s Elevate Your Business with ListReports — for Free!

Hi {{Agent’s Name}},

I hope you’re doing well! I wanted to share a powerful resource called ListReports that can help you market your listings more quickly, easily, and effectively. By pairing with me, you’ll get access to tools and resources that can elevate your business—and it’s completely free for you!

Here’s a quick look at what ListReports can do for you:

1. Effortless Marketing Tools
   ListReports automatically creates professional flyers, single property websites, postcards, and social media content that showcase your listings at their very best.
   👉What Do You Get From ListReports? 
2. Social Media Made Simple
   Engage your audience and boost your online presence with easy-to-use social media graphics and ready-made content that consumers  want to see.
   👉Watch a Quick Crash Course on ListReports

I’d love to connect and show you how ListReports can streamline your marketing. Let me know if you’d like to set up a time to chat—I’m here to support you every step of the way.

Looking forward to working together!

Best regards,
{{Your Signature}}

• • Need to follow up with an agent you invited? Check out our 6-minute video below for tips on how to help them get signed up and paired with you:

3. Assist Agents in Getting Started 

Support your paired agents by guiding them through the setup process. Below is an email template you can use to help them get off to a great start:

Subject: Let’s Get Started with ListReports! 🚀

Hi {{Agent’s Name}},

Thank you for teaming up with me on ListReports! This powerful platform is an excellent way to strengthen our collaboration and help grow your business. To get you started, I’ve included a few essential resources:

1. Getting Started with ListReports
   Learn the basics and set up your profile in no time.
   👉 Getting Started with ListReports for Agents
2. I Paired with a Loan Officer. Now What?
   Discover how pairing has unlocked powerful lead capture tools and more.
   👉 I Paired with a Loan Officer. Now What?
3. Explore Webinars
   Check out tips, tricks, and strategies for getting the most out of ListReports.
   👉 Recorded Live Webinars or Register for Live Webinars

If you have any questions as you’re getting started or need additional support, I’m here to help. You can also reach out to the ListReports support team at support@listreports.com.

I’m excited to work together and look forward to helping you grow your business.

Best regards,
{{Your Signature}}

4. Attend Webinars and Training Sessions

Enhance your skills and knowledge:

• Register for Live Webinars: Whether you are looking to dive deeper into our marketing tools, learn how to grow your network of agent partners, or get started using our monthly Home Report for past clients, we’ve got you covered. Click here to register. 
• Recorded Live Webinars: Access past webinars tailored for loan officers by clicking here. 

5. Stay Informed with The Daily ListReport Email

Receive daily insights about your paired and followed agent activity and helpful product updates. 

• Overview of The Daily ListReport Email: Open your Daily ListReport email every morning for quick access to product features, shareable social media content, agent activity and more.
  
  
• Change Market Area: Customize the market area and share relevant Local Market Data Shareables in just a few clicks:
  1. Open your Daily ListReport email.
  2. Click Edit your market area. 
  3. Enter a zip code or city (up to 8). 
  4. Click Add. 

By following these steps, you'll be well on your way to maximizing the benefits of ListReports and strengthening your partnerships with real estate agents. Ready to dive deeper? Check out one of our Getting Started guides below:

Getting Started with ListReports Real Estate Marketing

Getting Started with Agent Intel

Quick Guide to Getting Started with Home Report