Compliance

The routine parts,handled every time.

Disclosures, opt-outs, consent and review are built into how Homes AVM sends. You remain responsible for your own compliance, and we make the repeatable parts automatic.

Before every send
NMLS on the reportIncluded
Equal Housing disclosureIncluded
Unsubscribe linkIncluded
Estimate, not appraisalLabelled
Opted-out homeownersSkipped
Built in

What’s part of every report and email.

NMLS and Equal Housing

Your NMLS number and the Equal Housing disclosure appear on every home report you send.

Unsubscribe in every email

Each Home Digest email includes an unsubscribe link. Homeowners who opt out are excluded from future sends automatically.

Estimates labelled as estimates

Values and ranges are clearly marked as automated estimates, not appraisals, wherever they appear.

Data kept per account

Your client list is isolated to your account and isn’t shared with other customers.

For teams

Give compliance a seat in the workflow.

Review workflows

Your compliance staff can approve content before it reaches homeowners, instead of reviewing after the fact.

TCPA-consent lead forms

Capture a homeowner’s consent to be contacted along with their request, with your own consent language.

Company-wide disclosures

Set disclosure text once and apply it to every loan officer’s reports.

A clear record

See what was sent, to whom and when, across the team.

Who’s responsible

Your license, your call. Our job is to help.

No software can make a loan officer compliant on its own. Rules vary by state, by lender and by the content you choose to send. You and your compliance team decide what’s right for your business.

What we can do is make the consistent parts automatic, so every report carries your disclosures and every email respects an opt-out without anyone remembering to do it.

  • Preview any client’s report before it goes out
  • Emails are sent in your name, and replies come to you
  • Our team reviews monthly sends before they go out
Disclosures and opt-outs
Remembered by hand

Typing NMLS into each email

Tracking opt-outs in a spreadsheet

Checking sends after they go out

Built into every send

NMLS on every report

Opt-outs skipped automatically

Preview before anything sends

Opt-outs

What happens when a homeowner unsubscribes.

  1. 1

    They click unsubscribe

    The link sits in every Home Digest email, so opting out takes one tap.

  2. 2

    We record it

    The homeowner is marked as opted out in your CRM.

  3. 3

    Future sends skip them

    They’re left out of future emails automatically, and the unsubscribe shows on your dashboard.

FAQ

Questions, answered.

Still curious? Talk to us or book a demo.

Does Homes AVM make me compliant?

No tool can guarantee that. You’re responsible for your own compliance. Homes AVM includes disclosures, opt-outs, consent capture and review tools to support you.

Can my compliance team approve content first?

Yes. Team accounts include a review workflow, so designated reviewers approve content before it reaches homeowners.

Are the home values appraisals?

No. They’re automated estimates, and each report says so. They’re meant to start a conversation, not to support a lending decision.

Do you collect TCPA consent?

Yes, through consent-capturing lead forms. Your compliance team should confirm the consent language fits your business and your state.

Stay in touch, with the basics handled.

Start your free trial and preview your first reports before anything goes out, or book a demo to see team review.