Never lose touch
Meaningful customer contact, automatically.
Home Report helps homeowners track their home value, equity, market dynamics and more, and helps first-time buyers prepare to buy with affordability calculators, savings goals and real estate education.
$169 per month. Annual discounts and bundled pricing available. See pricing
Always stay connected
The WHY of Home Report.
For LOs and agents
Staying top of mind between transactions is critical. Clients may want to work with you again, but without regular touchpoints, they’re easy to lose.
For consumers
Homeowners and homebuyers have ongoing questions about their home, the market, and the homebuying process, but don’t know where to turn for answers.
Spark more conversations
Designed to generate client outreach.
Every element of Home Report was designed to prompt inquiries. Clients will reach out to you with personal messages (no, really!), and our AI summaries will give you the context you need for a fruitful conversation.
Lead with value
Content they’ll actually want to read.
Home Report isn’t a mass mailing; it’s a completely personalized brief on the value of their home, housing trends in their area, and strategies to lower their monthly payments. That’s why Home Report emails have an exceptionally strong 60%+ open rate.
Track your home’s value over time.
Explore ways to tap into home equity.
See active listings and recent sales in your area.
Know when it may make sense to refinance.
Extra principal payments = pay off loan sooner.
Test your real estate knowledge with games.
Home Report
“We believe in Home Report so wholeheartedly that we don’t just use it with our own clients—we teach our Realtor partners how to use it with theirs. What we love most is that it gives homeowners information they actually want to receive. It’s relevant, personalized, and valuable—not just another piece of marketing fluff landing in their inbox.”
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Same Home Report, different goals
The entire homeownership cycle.
Home Report guides consumers as they move from renting to owning to investing, with the content always matching their needs and goals.
Renter
For renters / first-time homebuyers
- Understand what they can afford
- Track savings/homeownership goals
- Browse listings and save searches
- Get educated on the homebuying process
Owner
For homeowners
- Track home value and equity
- Monitor their local market
- Know when they can refi or remove PMI
- Learn how they can use their equity
Investor
For investors
- Add second homes and investment properties
- Quickly tab between Home Reports
- Analyze new investment opportunities
- Track property portfolio value and equity
Homeowners build 44x the wealth of renters. Home Report is a personalized path towards long-term wealth creation through homeownership.
Know when to take action
Key features for LOs and paired agents.
Home Report is built to surface opportunities for you and highlight what deserves your attention.
Is this lead hot or not?
Know in an instant with our lead temperature emojis.
One email tells you who to call this week.
Your weekly Home Report wrap-up email tells you which clients are considering a move, could benefit from a refi, or have a question.
Bring your agent partners into the program.
Paired agents of LO subscribers can invite their clients to receive co-branded Home Reports.
Never miss a refinance window again.
Home Report lets clients (and you) know when they’re near or in the money for a refi.
