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Lauren Bell

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Articles

Recent activity by Lauren Bell

  • 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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  • 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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    • 1 vote
  • 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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  • 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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  • 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: Mak...

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  • 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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  • Trade Up! Version 2 – Home Report Elements

    The Trade Up! Home price game is designed to be fun, educational, and keep clients engaged while testing their real estate and market knowledge. We’ve improved the user interface to better support ...

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  • Multiple Properties - Home Report Elements

    Want to get a Home Report for an investment property or second home? Your clients can now add multiple properties and toggle between their Home Reports with ease. See more about Multiple Properties...

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  • Lead Temperature Rankings - Home Report Elements

    Home Report now includes a built-in lead scoring system that helps you quickly identify which clients are most engaged and most likely to be ready to move or refinance. This is based on the types o...

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  • Home Report Temperature Scoring

    Home Report now includes a built-in lead scoring system that helps you quickly identify which clients are most engaged and most likely to be ready to move. Instead of manually checking individual p...

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