Your past clients
How to stay useful to homeowners long after closing, so they call you first for the next loan.
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Guides for loan officers and Realtorswho want more repeat business.
Practical answers to the questions your clients ask, with source links, checklists, and example conversations you can adapt to your business.
This month’s reading
Following up with past clientsGuide
Explaining home equityGuide
Showing up in AI searchGuide
Answering buyer questionsChecklist
Latest posts
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Search & AI
Homes AVM: how to get found in AI search
A practical content plan for loan officers and Realtors whose next client may ask an AI assistant before visiting a website.
Learn moreClient relationships
Homes AVM: a 30-day past-client follow-up plan
Reconnect with homeowners by helping them understand their home, their plans, and the questions worth asking next.
Learn moreMortgage education
Homes AVM: how to explain refinance break-even
Help a homeowner compare the cost of refinancing with the outcome they want, before making the conversation about a rate.
Learn moreHome equity
Homes AVM: HELOC or cash-out refinance?
Turn an equity estimate into an informed conversation about loan structure, repayment, and the homeowner’s actual goal.
Learn moreBuyer planning
Homes AVM: help homeowners plan their next move
A shared checklist for Realtors and loan officers when a homeowner asks whether selling will make the next home affordable.
Learn moreAffordability
Homes AVM: answer first-time buyer budget questions
Help buyers turn “What can I afford?” into a clear discussion about monthly costs, upfront cash, and personal priorities.
Learn moreLead response
Homes AVM: a useful open-house follow-up workflow
Turn a property visit into a helpful next conversation, with a clear handoff between the Realtor and loan officer.
Learn moreAgent partnerships
Homes AVM: build a useful Realtor–loan officer partnership
Create a working relationship around better answers and reliable service, with clear roles and reviewed marketing arrangements.
Learn moreLocal marketing
Homes AVM: write local market content clients can use
Replace generic market commentary with answers about specific decisions, backed by sources and reviewed property evidence.
Learn moreCRM & AI
Homes AVM: segment your database for useful follow-up
Group contacts by the questions they asked and the next step they want, then use AI drafts with human review.
Learn moreBuyer’s guide
Home equity report platforms, compared
What to look for in a home report tool, how the main options differ, and the questions to ask before you sign up.
Learn moreAI & tools
The best AI tools for loan officers in 2026
Where AI actually saves a loan officer time today, by category, and where you still need a human in the loop.
Learn moreWebsite
How to use mortgage calculators on your website
Which calculators earn their place, where to put them, and the disclosure basics to clear with compliance.
Learn moreLead response
Speed to lead: what the research says
The studies behind “respond in minutes, not hours,” and a simple response plan you can run this week.
Learn moreCompany
Why we built Homes AVM
A note from founder Jack Lorpaso on the gap after closing day, and why a home report beats another newsletter.
Learn moreWhat we write about
Three things that decide your next year of business.
Your online presence
How borrowers find and judge you on Google and in AI search, and what your site needs to say.
Your response habits
How fast follow-up and a clear next step turn interest into an application.
Put the ideas to work.
Send every past client a personal home report, in your name, every month.