Automatic list sync
New closings appear in Homes AVM without a manual upload, so new clients get their first report without waiting on an export.
CRM integration
Your CRM and Homes AVM,in sync.
Client lists update on their own, and homeowner responses land back in the system your team already works in. No more monthly export routine.
Sync with your CRM
New closingsAddress changesContact updates
Homes AVM
Home reportsMonthly DigestReplies back to CRMBookings back to CRM
How it works
Connections that remove the export step.
Responses back to your CRM
When a homeowner books, calls or replies, the activity shows up where your team works.
Mortgage-first systems
Built around the CRMs and LOS platforms loan officers use most, including Total Expert.
Any system
No connector for your system? An export still works.
Pull a CSV or Excel export from any CRM or LOS and upload it as is. Our team organizes the columns and prepares a report for every homeowner, typically within about 4 hours.
Exports from Encompass, Calyx, LendingPad, Salesforce, Total Expert and most other systems work fine as files.
- Upload CSV or Excel straight from your system
- No column mapping or cleanup on your side
- Add clients one at a time whenever you need to
ImportedImport summaryclosings_export.xlsx
Rows found412
Columns matched11 of 11
Duplicates merged6
Missing addresses3 flagged
Reports prepared403
Setup
Connecting your CRM.
- 1
Tell us your system
On a demo call, we confirm which CRM or LOS holds your client data.
- 2
We set up the connection
Our team connects it and matches your fields to Homes AVM.
- 3
Lists stay current
New closings flow in, reports are prepared, and responses flow back.
Related
Where your synced clients go next.
FAQ
Questions, answered.
Still curious? Talk to us or book a demo.
Does Homes AVM connect with my CRM?
Book a demo and tell us what you use. We’ll confirm the connection for your system, and any CSV or Excel export works in the meantime.
Do I need to reformat my data?
No. Whether it’s a connection or a file, our team handles the field mapping.
Do homeowner responses show up in my CRM?
Yes. Bookings, calls and replies are sent back so your team sees them where they already work.
Can individual LOs use this?
File import is part of every account. CRM connections are set up as part of team accounts.
Stop exporting. Start syncing.
Book a demo and we’ll walk through the connection for your CRM or LOS.