Your Home Report Activity Feed helps you keep a pulse on your clients’ ongoing needs and intentions. We’ve created some scripts you can use to respond to the activity notifications you see there.
{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 housing goals, remember you can reach me directly by clicking the contact button at any time.
{Client Name} has subscribed to their Home Report
It’s great to see you’ve subscribed to the Home Report! Let me know if you have questions about any of the details, like local market activity and changes to your home value– I’m always happy to set up a time to chat and discuss how this information fits into your plans.
{Referrer Name} sent {Referee Name} an invite to the Home Report
Hi and welcome to the Home Report! I’m so glad {referrer name} introduced you to this valuable resource. It’s designed to help you stay informed about your home and the market. I’d love to learn more about your housing goals so we can create a clear path to achieving them. If you have any questions, feel free to reach out to me directly through the Home Report at any time!
{Client Name} has interacted with the savings calculator
It looks like you are interested in saving money on your mortgage. Let me connect you with one of my trusted loan officers who will be able to help you explore your options. (This is a great opportunity to connect your paired loan officer with your client so you can be their proactive partner in achieving their goals!)
{Client Name} contacted you through the Home Report
If you’re interested in selling your home, purchasing another home, or have questions about the local market, let’s set up a time to chat! I’m here to help find you the perfect home that fits your needs and goals.
{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? If so, I’d love to hear about your preferences and must-haves so we can start finding homes that match your vision.
{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 would be happy to help you start your home search.
{Client Name} has viewed their Equity options on the Home Report
It looks like you are interested in how the equity in your home can help pay off debt or pay for a new project. Let me connect you with one of my trusted loan officers who will be able to help you explore your options. (This is a great opportunity to connect your paired loan officer with your client so you can be their proactive partner in achieving their goals!)
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