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Lauren Bell

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Articles

Recent activity by Lauren Bell

  • 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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    • 1 vote

  • Facebook Business Page Sharing Troubleshooting

    Some users have reported issues when attempting to post Shareables directly to their Facebook Business pages. After a thorough investigation, our team has determined this is not caused by a bug wit...

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    • 1 follower
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    • 7 votes

  • Home Equity Module – Home Report Elements

    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 achie...

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    • 1 follower
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    • 4 votes

  • Reviewing your Branch Roster

    Keeping your branch roster up to date is essential for accurate forecasting and performance tracking. The data we use to model your branch’s production and provide AI-driven insights depends on hav...

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    • 1 follower
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    • -1 votes

  • Importing Clients in Bulk for Home Report for Agents

    Need to upload multiple clients at once to Home Report? Watch the video or follow the instructions below.  1. Click Add Clients. 2. Click Import Clients. 3. Next, take a look at your file. Cli...

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    • 1 follower
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    • 2 votes

  • What is CMA?

    The Certified Mortgage Advisor certification is the standard of excellence for Loan Officers and mortgage professionals in the United States. The course is designed to elevate the level of mortgage...

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    • 1 follower
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    • 1 vote

  • I Paired with a Loan Officer, Now What?

    Congratulations! Pairing with a loan officer automatically unlocks all paired features within ListReports including: Text-to-Lead and QR Codes Single Property Websites ListPacks® Local Housing Mar...

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    • 1 follower
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    • 2 votes

  • Color Themes for Marketing Kits

    This article was written for the loan officer's experience. To view the agent's experience, click here. Selecting a color theme when creating a Marketing Kit When requesting a new Marketing Kit, ...

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    • 1 follower
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  • Changing the Market Area for your Daily ListReport Email

    This article was written for the real estate agent experience. To view the loan officer experience, click here. Agents have the ability to update their market area for their daily newsletter. To up...

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    • 1 follower
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  • Loan Types for Supported within Buy-side Transactions

    The vast majority of the loans that ListReports tracks are conventional home loans. FHA and VA loans make up the other top contributors of this data, but we also track several other types. See bel...

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    • -1 votes