Fast search
Find any client by name, email, phone or address in a second.
Our CRM
Every past client,organized and ready.
Your whole book of business in one place, with the filters that tell you who to call this week: high rates, high equity and homes about to list.
All 248High rate 31High equity 57Listed 4
DM
Danielle M.Apex, NC
High equityJR
James R.Cary, NC
Rate 7.6%AL
Alex L.Raleigh, NC
ListedSK
Sara K.Durham, NC
High equityWhat you get
The client list you wish your LOS had.
Built for one job: helping you find the next conversation in the clients you already have.
Notes
Keep the details that matter, from kids’ names to renovation plans, right on the client record.
Activity history
See what’s happened with each client over time, all on one record.
Opportunity filters
Pull up clients with rates of 6.5% or higher, clients with high equity, and clients marked as listed.
Bulk actions
Act on a group of clients at once instead of one by one.
Portfolio dashboard
Total value, equity, balances, rate mix, and real open, click, bounce and unsubscribe rates.
Who to call
Your next refinance is already on your list.
Clients who closed when rates were higher, and homeowners who’ve built serious equity, are your warmest opportunities. They’re just buried in a spreadsheet.
Homes AVM brings them to the top. Filter for them in one click, check the notes and the report they last saw, and pick up the phone with something useful to say.
- High-rate filter for clients at 6.5% and above
- High-equity filter for cash-out and move-up conversations
- Listed filter so you never miss a client who’s selling
Rate 6.5%+High equityListed
PF
The Patel family7.25%, closed 2023
CallMT
Marcus T.7.10%, closed 2024
CallER
Elena R.6.875%, closed 2023
NoteSA
Sam and Jo K.6.75%, closed 2024
OpenedGetting started
No data entry, no templates.
- 1
Send any export
Upload a CSV or Excel file from your CRM or LOS, in whatever format it comes out.
- 2
We organize it
Our team maps and cleans your list and prepares a report for every client, usually within about 4 hours.
- 3
Add as you go
Add new clients one at a time whenever you close a loan.
Pipelines and follow-up
Move every conversation to the next step.
When a past client replies or a web lead comes in, drop them into a pipeline and see exactly where every deal stands.
Follow-up sequences and text messaging keep the conversation going between calls, and lead scoring points you to the people most worth your time.
- Deal pipelines from first conversation to closing
- Text messaging from the client record
- Automated follow-up sequences you set up once
- Lead scoring that ranks who to call next
ConversationNina R.The Lee familyDavid M.
ApplicationMarcus T.Ana P.
ClosingChris D.
FAQ
Questions, answered.
Still curious? Talk to us or book a demo.
Can it replace the CRM I use now?
It can be. Many loan officers keep their LOS for active loans and use Homes AVM to manage pipelines, follow-up and everyone who has already closed.
Which systems can I import from?
Any system that exports a CSV or Excel file. There’s no template to match; our team handles the formatting.
Does it connect with my existing CRM?
Homes AVM connects with Total Expert, and file upload works with any system that exports a CSV or Excel file. Book a call if you’d like to check your setup.
Who can see my client data?
Only you. Every account’s data is kept separate, and it’s encrypted in transit and at rest by our hosting providers.
What does “listed” mean?
You can mark clients whose homes are listed for sale, then filter for them so you can help with their next purchase.
Find the opportunities in your book.
Upload your list during a free trial and see who’s ready for a conversation.