Lauren Bell
Articles
Recent activity by Lauren Bell
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QR Codes for Marketing Kits
Just like our text-to-lead codes, QR Codes make it easy for your potential clients to scan and get information quickly about a listing. At the same time, the loan officer and their paired agent wil...
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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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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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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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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 relies on havi...
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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. Click V...
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How to Schedule Posts Using ListReports Shareables
Scheduling posts on Facebook's Meta Business Suite will help save you time while staying on top of the algorithm. Before you start, make sure you have your Facebook page and Instagram Professional ...
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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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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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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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- 3 votes