The Home Equity module can be found on the Home Report landing page. Clients can toggle between the options on the right hand side in order to understand how their home equity could help them achieve their financial goals.
The purple “Contact {your name}” button leads clients to a submission form where they can give you more details on what they’re trying to achieve. You’ll receive an email notification with their request and can reply directly via email.
Equity Widget Alerts to LOs
If a consumer interacts with the Equity Widget, we’ll let you know via your Activity Feed. If they submit a question through the purple button, Home Report will automatically email the lead owner (that’s you!).
Monitoring Activity
Use the table in the Home Report tab within your ListReports account to monitor client interaction with this widget to get a better understanding of their intentions and financial goals.
Where to Find It
The Equity Widget module can be found on the consumer’s Home Report.
Want to learn more about your client's experience in Home Report? Click here. If you have additional questions or need help, click here to submit a support ticket.
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