Home reports
A private, co-branded report for every client with value, equity, rates and one-tap contact.
Enterprise
Every loan officer.Every past client.
Give your whole team branded home reports and monthly emails, run from one console. You set the standards once, and each homeowner still hears from the loan officer they know.
Loan officers24
Past clients8,140
Reports this month7,962
Replies to LOs41This month
Explore
Everything a team needs to run Homes AVM.
Admin, integrations, routing and rollout, built on the product loan officers already use.
Admin control panel
Add loan officers, set shared branding and see activity across the team from one console.
Learn moreCRM integration
Keep client lists in sync with your CRM and send homeowner responses back to it.
Learn moreLead coverage
Route every homeowner response to the right loan officer, even when the original LO is out.
Learn moreDeployment models
Let loan officers run it themselves, have marketing run it centrally, or mix both.
Learn moreGoverned AI
AI help for loan officers, inside guardrails your compliance team sets once.
Learn moreSecurity
Account isolation, encryption, SSO, audit logs and admin controls, described plainly.
Learn moreCompliance
Disclosures on every report, opt-outs in every email, consent forms and review workflows.
Learn moreImplementation
A rollout run by our team, from shared branding to bulk LO onboarding.
Learn moreThe problem
Past clients belong to the company. Follow-up depends on each LO.
Most lenders have thousands of closed loans sitting in an LOS. Some loan officers stay in touch with those homeowners. Many don’t, and the next refinance or purchase goes to whoever reached out first.
Team accounts give every loan officer the same consistent touchpoint: a personal home report and a monthly email in their name, managed from one place.
- Every LO’s branding and NMLS on their own clients’ reports
- One standard for disclosures and email practices
- Visibility into what’s being sent across the team
Closed loans in your LOS4,880 homeowners
Each one can get a monthly reportWhat every LO gets
The product your loan officers use every month.
Team features sit on top of the same reports, emails and websites individual loan officers rely on.
Monthly Home Digest
Each client’s updated report, sent in the LO’s name on the day and time they choose.
Website, done for you
A professional site on the LO’s own domain, built by our team in about 24 hours.
Getting started
From first call to a team that’s sending.
- 1
Book a demo
Tell us how many loan officers you have and where your client data lives.
- 2
Choose how you’ll run it
LO-run, centrally run by marketing, or a mix across branches.
- 3
We set up the team
Shared branding, LO accounts, client imports and your CRM connection, handled by our team.
- 4
Reports go out monthly
Every past client hears from their loan officer, and you see the activity in one console.
FAQ
Questions, answered.
Still curious? Talk to us or book a demo.
Can we run Homes AVM as a team today?
Yes. Team accounts include shared administration, CRM integration, lead routing and rollout support. Book a demo and we’ll walk through your setup.
Does each loan officer keep their own branding?
Yes. Company standards set the base, and each LO’s logo, headshot and NMLS stay on their own clients’ reports and emails.
How is team pricing handled?
Homes AVM Pro is $25 a month per loan officer. For team billing and larger rollouts, book a demo and we’ll talk through your numbers.
Can individual loan officers still sign up on their own?
Yes. Any LO can start a free trial at any time, and their account can join a team later.
Bring your whole team’s past clients back into the conversation.
Book a 30-minute demo and we’ll map Homes AVM to your loan officers and your data.