Equity at a glance
Estimated value and range, and equity where there’s a mortgage balance, refreshed every month.
For financial advisors
The biggest assetmissing from the review.
For many households, the home is worth more than the portfolio. Homes AVM keeps it in view with a monthly home report, sent to each client in your name.
Investments$1.24M
Home value$840,000Estimate
Mortgage$310,000
Home equity$530,000
The gap
You see the accounts. The house is a guess.
Conversations about retirement, downsizing, education funding or estate planning often hinge on home equity, yet the number in your plan is rarely updated between meetings.
A monthly home report gives clients a current estimate and gives you a timely reason to talk about what that equity could do.
The home in the plan
Plan on file
Home value $650,000
Entered at onboarding
Equity a rough guess
With a monthly report
Home value $812,000
Refreshed this month
Equity $494,000
What clients see
Home equity, inside the relationship.
Long-term trend
How the home’s value has moved over the years, for planning conversations.
Between-meeting touchpoint
A useful update in your name, so clients hear from you between reviews.
How advisors use it
Bring the home into the next review.
Your CRM holds every household with notes and activity history, and your dashboard shows the combined value and equity across the homes you track.
When a client’s equity has grown, that’s an opening: a downsizing plan, a conversation about debt or a check on whether the home is too large a share of their net worth.
- Import households from any CSV or Excel export
- Notes and activity history for every client
- Portfolio-level value and equity on your dashboard
Review prep: The Ortiz household
- Equity up since last reviewFrom monthly report
- Note: considering downsizingAdded in March
- Agenda: home share of net worthDraft ready
- Annual reviewThu, 2:00 PM
Get found
A practice website that does its job.
Built for search
A professional site on your domain, structured for Google and AI search like ChatGPT.
Consultation forms
Lead capture forms that turn a visitor into a scheduled introduction.
Your brand throughout
Logo, up to three brand colors, fonts and headshot on your site, reports and emails.
FAQ
Questions advisors ask
Still curious? Talk to us or book a demo.
Are the values suitable for planning?
They’re automated estimates with a range, not appraisals. Treat them as a current reference point and a starting place for a conversation.
How is client data protected?
Each account’s data is isolated, and it’s encrypted in transit and at rest by our hosting providers.
Who sends the emails?
They go out in your name on the day and time you choose. Our team reviews and sends each one, and replies come to you.
What does it cost?
One plan, Homes AVM Pro, at $25 a month after a 5-day free trial. Cancel anytime.
Bring the home into the plan.
Start your free trial and send each household its first home report this week.