Home reports
A private report for every borrower with value, trend, nearby sales, rates and their loan.
For mortgage brokers
Keep your borrowersloyal to your shop.
As a broker, your relationship is the product. Homes AVM keeps it alive after funding with a personal home report every month, branded to your business and sent by your team.
AllRate 6.5%+High equityListed
PS
Priya S.Funded 2023, 18 Lake Dr
7.4%WF
The Walsh familyFunded 2021, 9 Fern Ct
EquityMT
Marcus T.Funded 2024, 302 Hill Rd
6.9%ER
Elena R.Home listed last week
ListedWhy brokers
Once the loan funds, the servicer is in their inbox. Are you?
Brokers win on service and options. But after funding, the borrower’s next refinance can go to whoever reaches them first, including the servicer whose name is on every statement.
Homes AVM gives you a steady, useful reason to stay in touch: their home value, their equity and how today’s rates compare to the loan you placed.
- Reports branded with your logo, colors and NMLS
- Refinance payment comparison on every report with a loan
- Equity view for clients who own their home outright
What the borrower sees after funding
Servicer statement
Payment due on the 1st
Escrow analysis
Autopay reminder
Your monthly report
Home value $498,000
Equity $171,000
Refi payment vs today’s rate
What you get
Everything a producing brokerage runs on.
Monthly Home Digest
Sent in your name on your schedule. Our team reviews and sends each one.
CRM
Search, notes, activity and filters for high-rate, high-equity and listed clients.
Dashboard
Portfolio value, equity, balances, rate mix and real email engagement.
Done-for-you website
A mobile-friendly site on your domain, built to be found on Google and in AI search.
Calculators and forms
Mortgage calculators and lead capture forms that turn site visitors into borrowers you can call.
Team accounts
One brand across every originator in your shop.
Run Homes AVM across your brokerage with team accounts. Each loan officer works their own book while the brokerage keeps one consistent brand on every report, email and site.
An admin view shows how the team is using it, so you can see whose clients are hearing from you and whose aren’t.
- Shared branding across loan officers
- Admin view for owners and managers
- Per-account data isolation and encryption
Loan officers6
Borrowers2,140
Sent this month2,086
How brokers roll it out
From one LO to the whole shop.
- 1
Start with your own book
Upload your past borrowers from any CSV or Excel export and see the reports they receive.
- 2
Add your originators
Bring each loan officer onto a team account with the brokerage’s shared branding.
- 3
Work the opportunities
Use the filters for high-rate and high-equity borrowers to decide who gets a call this week.
FAQ
Broker questions, answered
Still curious? Talk to us or book a demo.
Can my whole team use Homes AVM?
Yes. Team accounts let several loan officers work under one brokerage brand, with an admin view for managers. Book a demo and we’ll set it up with you.
Can the reports show my brokerage brand?
Yes. Add your logo, up to three brand colors, fonts, headshot and NMLS, and they appear on every report and email.
Which systems can I import from?
Any system that exports to CSV or Excel. There’s no template; our team organizes the file for you.
Is borrower data kept private?
Each account’s data is isolated, and it’s encrypted in transit and at rest by our hosting providers.
Do you guarantee refinance volume?
No. Homes AVM keeps you in touch and shows who may be worth a call. The conversations and the loans are still yours to win.
Stay the broker they call back.
Start a 5-day free trial on your own book, or book a demo to set up your team.