Add your past clients
Manual or bulk upload available.
For Past Client Retention
Always stay connected with Home Report.
Most LOs and agents do a poor job of staying in touch with past clients. Home Report ensures you’re in constant contact, so they think of you when ‘life happens’ and it’s time to make a move.
Home Report is a $169/mo subscription for LOs. Agents who are paired with a subscribed LO can invite their own past clients to receive a co-branded version of Home Report.
One connected retention workflow
Stay connected at every stage.
Personalized Home Report sent monthly
Content they’ll actually want to read.
Lead temperature rankings
Know who’s “hot” and why.
Inbound customer queries
Home Report is designed to create outreach.
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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Frequently asked questions
Questions about Home Report.
What is Home Report?
An automated, personalized monthly email to your past clients about their own home — its estimated value, the equity they have built, active listings and recent sales near them, and whether a refinance may make sense. It is branded to you, it is written to be read rather than filed, and Home Report emails see an exceptionally strong 60%+ open rate.
Who pays for it — the loan originator or the agent?
The loan originator. Home Report is a $169/mo subscription for LOs. An agent paired with a subscribed LO on ListReports can then invite their own past clients to receive a co-branded version at no cost to the agent, which is what makes it a partnership tool rather than another marketing line item.
How do my past clients get added?
Add them one at a time or upload your database in bulk. From there the report builds itself around each client's address and sends every month without anyone remembering to send it, which is the whole point: retention fails on the follow-through, not on the intent.
What is a lead temperature ranking?
A read on which past clients are worth a call now. Home Report ranks each client Hot, Warm or In Nurture from how they engage with their report — the widgets they open, the searches they run, the questions they send — so your list is ordered by who is moving rather than by who closed most recently.
Does it really generate inbound conversations?
That is what every element is built for. Clients reply from inside the report with real questions — about buying an investment property, about what to fix before listing, about a child buying their first home — and each one arrives with an AI summary of the context behind it, so you open the call already knowing why they wrote.
How is this different from a newsletter or a CRM drip?
A newsletter is about the market. Home Report is about their house: their value, their equity, their neighborhood, their payoff date. That is why it gets opened, and it is why the replies it produces are about a transaction rather than about the email.
Next step
Be the one they think of when life happens.
Important life events are impossible to predict, but with Home Report, you’re always providing value and getting early indicators of their next move.