Lauren Bell
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Latest activity by Lauren Bell
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Lauren Bell created an article,
Troubleshooting AI Email Issues in Home Report
If the email button in your client's AI Overview within Home Report isn't opening your email client, your device likely doesn't have a default email application configured. In this article, you wil...
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Lauren Bell created an article,
Sending an AI-Powered Smart Email in Home Report
This guide shows you how to use the AI-powered Smart Email feature to send personalized, contextually relevant emails to your contacts directly from your contact list.Before you get started:Make su...
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Lauren Bell created an article,
Understanding Home Report Statuses
This guide explains the different statuses associated with Home Report recipients, helping you understand each stage of client engagement. Use these definitions to identify where clients are in the...
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Lauren Bell created an article,
Previewing a Home Report
Once your client is added to Home Report, you will be able to preview their Home Report. To see how, follow the steps below:To preview a client's Home Report, first login to your ListReports accoun...
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Lauren Bell created an article,
Previewing a Home Report
Once your client is added to Home Report, you will be able to preview their Home Report. To see how, follow the steps below: To preview a client's Home Report, first login to your ListReports acc...
- Lauren Bell
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Lauren Bell created an article,
Client Experience Guide: Home Report for Homebuyers
Homebuyer Home Report is a guided, monthly email for clients who don't yet own a home. It replaces the standard equity-and-market content of the homeowner Home Report with a step-by-step homebuying...
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Lauren Bell created an article,
Client Experience Guide: Home Report for Homebuyers
Homebuyer Home Report is a guided, monthly email for clients who don't yet own a home. It replaces the standard equity-and-market content of the homeowner Home Report with a step-by-step homebuying...
- Lauren Bell
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Lauren Bell created an article,
Navigating ListReports for Real Estate Agents
Summary ListReports has a refreshed look! This article walks through how the updated navigation works so you can get to your tools quickly. ☰ Left-Hand Navigation Streamlined navigation so you...
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Lauren Bell created an article,
Navigating ListReports for Loan Officers
ListReports has a refreshed look! The header and left-hand navigation now match the design you may already be familiar with from MBS Highway, so switching between platforms feels seamless whether y...
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Lauren Bell created an article,
Export Instructions by LOS and CRM Tool
The fastest way to get your clients into Home Report is to pull a bulk export from your existing LOS or CRM and upload it directly. This article walks you through how to do that for the most common...
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