Closings fade fast
The relationship peaks at the closing table. A few months later, you’re one of many contacts in their phone.
For loan officers
Your past clients.Your next loans.
Homes AVM sends every homeowner you’ve helped a personal report on their home each month, in your name. When their equity grows or rates move, you’re the first person they think to call.
Your home, this month
Estimated value$612,000
Equity$248,000
Your rate7.1%
Today’s rate6.4%
The problem
You closed the loan. Then the silence started.
Most past clients never hear from their loan officer again. By the time they need a refinance or a new home, they’ve forgotten your name.
Newsletters get ignored
Generic market updates look like every other promotion in the inbox. Nothing in them is about the client.
Your database sits idle
Years of closed loans live in a CRM export, full of opportunities nobody is watching.
Past-client retention
A monthly touchpoint they look forward to.
Every client gets a private, mobile-friendly report on their own home: estimated value and range, how it’s trended, recent sales nearby, this week’s rates and their loan.
It arrives in a monthly Home Digest email sent in your name, on the day and time you pick. Replies land in your inbox. Our team reviews and sends, so it happens even in your busiest month.
- Your logo, colors, fonts, headshot and NMLS on every report
- Book a call, call, text or email you in one tap
- NMLS and Equal Housing disclosures included
DM
Dana Morales, Example LendingYour June home report is ready
Hi Chris, here’s this month’s look at 412 Birch Ln.
Estimated value is $538,000, up from last month.
Three homes on your street sold this spring.
Rates moved too. Want to compare your payment?
Open my home reportOpportunities
See who’s ready before they shop around.
Your CRM turns a static list into a short list of people worth calling this week.
Refinance candidates
Filter to clients at 6.5% or higher. Their reports show this week’s rates next to their own, with a refinance payment comparison.
Equity conversations
Filter to high-equity homeowners: people who may want a cash-out, a renovation loan or help with their next purchase.
Move-up and listed clients
Mark clients who’ve listed their home so you can reach out about the next purchase before another lender does.
Real engagement data
Your dashboard shows opens, clicks, bounces and unsubscribes, plus portfolio value, equity and rate mix across your book.
Get found, then get the call
A website that answers borrowers and captures them.
Fill in a short questionnaire about your bio, brand, programs and markets. Our team builds a professional, mobile-friendly site on your own domain, typically within about 24 hours, structured so Google and AI assistants like ChatGPT can understand who you are and where you lend.
Add mortgage calculators and lead capture forms, and a borrower who lands on your site can run the numbers, ask a question and become a contact in your CRM, instead of leaving to compare rates elsewhere.
- Payment and affordability calculators on your site
- Lead capture forms that go straight to you
- Share your site to LinkedIn, Facebook and X in a click
danamorales.example.comDana Morales | Austin Home Loans
FHA, VA and first-time buyer programs
rates.example.comMortgage rates in Austin today
Compare average rates by loan type
guides.example.comHow much house can I afford?
Illustration of search resultsA general affordability guide
Getting started
Live this week, not next quarter.
- 1
Start your trial
Sign up for Homes AVM Pro with a 5-day free trial. Cancel anytime.
- 2
Upload your past clients
Send any CSV or Excel export from your CRM or LOS. Our team organizes it and prepares reports, typically within about 4 hours.
- 3
Set your schedule
Pick the day, time and time zone for your monthly Home Digest. We take it from there.
FAQ
Questions loan officers ask
Still curious? Talk to us or book a demo.
How much does Homes AVM cost?
One plan, Homes AVM Pro, at $25 a month. It starts with a 5-day free trial; a card is required at signup and you can cancel anytime.
Will my clients know the email is from me?
Yes. Emails go out in your name with your branding, and replies come straight to you.
Do I need to clean up my client list first?
No. Upload the export as it is, from any CRM or LOS. Our team organizes it for you.
Are the home values appraisals?
No. They’re automated estimates with a range, and every report says so. They’re built to start a conversation, not replace an appraisal.
Can I co-brand reports with my real estate partners?
Yes. Reports can carry both your brand and a partner agent’s, so the clients you share see you together every month.
Can Homes AVM guarantee I show up in ChatGPT?
No one can honestly guarantee that. We build your site with the structure and local detail that search engines and AI assistants look for, which gives you the best footing.
Turn your closed loans into your next pipeline.
Start your free trial today and send your first reports this week.