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Lauren Bell

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Articles

Recent activity by Lauren Bell

  • Printing Marketing Kit Assets

    This article was written for the loan officer experience. To view the agent experience, click here. Printing a Marketing Kit as a Loan Officer To print your marketing kit or specific print material...

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  • Home Report x Strike Rate Integration FAQs

    If I have Home Report and add an MBS Highway subscription that includes Strike Rate to my subscription package, do I need to do anything to add clients into my Strike Rate transaction table?No. Any...

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  • Home Report Marketing Collateral for Agents: Social Media

    Ready to share Home Report with your clients and don’t know where to start? Check out our Home Report Promo Shareable located within the Shareables tab by clicking here or following the steps below...

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  • Printing Marketing Kit Assets Troubleshooting Tips

    Flyer Not Fitting to a Standard 8.5x11 Page.  If you are trying to print your flyers out and have them fit to page (standard 8.5x11) the following steps may help to resolve the issue. Download the...

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  • Home Report Marketing Collateral for Agents: Client Introduction Script

    Need help talking to a client about the benefits of Home Report? Check out the script below:   Agent: Hi {client name}, I’ve sent you an invitation to receive your personalized monthly Home Report....

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  • Bulk Upload your Clients in Home Report

    This article walks loan officers through bulk uploading clients to Home Report via CSV or XLS file. It covers required fields (name, address, email), recommended fields for a more personalized repo...

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  • Archiving or Removing a Marketing Kit

    Archiving a Marketing Kit While you can’t completely delete a marketing kit from your ListReports® account, you can archive it. This means it will be removed from your ListReports account, but it w...

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  • Home Report Bulk Uploading FAQs

    Can I bulk upload multiple clients to Home Report? Yes. you can have as many clients as you like in your import file. Please note that additional fees may apply for engaged clients beyond the 1,000...

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  • Sharing Marketing Kit Content

    This article was written for the loan officer experience. To view the agent experience, click here. Sharing is easy! You can download materials to print, or share them directly to social media by c...

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  • 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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