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Lauren Bell

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Articles

Recent activity by Lauren Bell

  • 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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  • Home-iversary email - Home Report Elements

    Home-iversary emails are sent to your clients once a year on the anniversary of their purchase, ensuring you never miss a milestone and making your clients feel like you’re a part of their homeowne...

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  • Trade Up! home price game – Home Report Elements

    Our first listing-related game is live inside the Home Report! It’s called Trade Up! and it’s designed to be fun and educational. We’ve seen strong early engagement with Trade Up! and plan to add 2...

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  • Strike Rate Integration for Loan Officers - Home Report Elements

    For users with the MBS Highway Loan Advisor or Full Suite subscription, Strike Rate data is now synced with the Home Report. This means that when loan officers set a custom rate target for clients ...

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  • SMS Notifications - Home Report Elements

    DescriptionNever miss a hot lead! You’ll now receive an SMS, in addition to an email, whenever a client sends you a personal message via the Home Report contact form.DetailsWhen clients submit ques...

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