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Home Report for Agents

The Problem

88% of homebuyers say they would work with their agent again (NAR)… yet only 12% do. No follow-up means lost clients—and lost business.

The Opportunity

The homeownership journey is long, and full of important decisions.

Whether clients need to move or invest in a second home, you should be the first person they think of when it's time to act.

KEY VALUE

Home Report is free for agents who are paired with a loan officer with Home Report.

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Introducing Home Report

A monthly update for homeowners on their home's value, equity, local market insights and much more.

Your monthly touchpoint

KEY VALUE

Home Report keeps clients engaged with their biggest investment — and with you.

Stay connected, automatically. Invite clients to receive a monthly update on their home’s value, equity, and local market, keeping you and your brand top of mind.

Home value and equity overview

In the Home tab, clients can:

  • View current and forecasted home value
  • Adjust their Readiness to Move score
  • Explore ways to use equity
  • Test their real estate knowledge with games

Local market insights

In the Market Insights tab, clients stay informed about what's happening in their area with:

KEY VALUE

Clients can track areas of interest, understand how their market is performing, and explore listings in their neighborhood.

  • Area housing statistics
  • New and pending listings
  • National real estate news

Local listings

Many homeowners start browsing before they ever say they're moving. Home Report makes it easy for clients to explore listings in their area and lets you know when they might be considering a move.

KEY VALUE

Everyone loves looking at listings. This built-in view features your branding and lets them know you're there to guide them.

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Home Report starts conversations

Clients can ask you about buying, selling, investing in a second home and more.

All roads lead to you

Every module in the Home Report is designed to get clients to reach out to you.

Turn curiosity into conversations

Agents and loan officers are receiving messages like these every single day.

  • Moving plans

  • Preparing to sell

  • Boosting resale value

  • Investment properties

  • What's going on in the market

KEY VALUE

Home Report helps you stay in touch, and stay on top of your clients' real estate goals.

The content within Home Report prompts conversations about:

Know their next move

How many times have you found out too late that a past client moved—and used another agent?

The Readiness to Move score keeps you informed about their plans so you can reach out first, before someone else does.

KEY VALUE

Monitoring their Readiness to Move score helps you avoid missing out on repeat business.

KEY VALUE

This level of visibility means you can start more personal, timely conversations with clients.

We'll send you a weekly wrap up that highlights clients who have:

  • Engaged with their Home Report
  • Changed their Readiness to Move score
  • Sent you a message

Monitor their activity

Know who you should reach out to...

Home Report categorizes all of your clients as Hot, Warm, or In Nurture, depending on their Home Report activity.

See exactly who you should reach out to at a glance.

KEY VALUE

Easily prioritize your hottest leads first. Hot = those who are most likely to buy, sell or refi soon based on their activity.

...and what you should say

Click on your lead, and the all-new AI Buyer Overview tells you why we categorized them as Hot, with an overview of their activity and suggested talking points for your next call.

KEY VALUE

This AI-powered summary reads their activity and tells you their likely intent. Simply pick up the phone and know exactly what to say.

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How to get started

Use your ListReports account to pair with a loan officer who has Home Report, and start inviting clients right away.

It's a team effort 🤝

When you invite clients, you and your paired loan officer will both be branded on their Home Report, giving them easy access to your combined expertise.

KEY NOTE

Due to the financial tools included in Home Report, agents access Home Report through a loan officer with a subscription.

Consistent contact drives repeat business

Agents who keep in touch are more likely to be the first agent clients think of — and that’s what generates repeat business and referrals.

Don't let yourself be forgotten. Stay top of mind automatically with Home Report.