Roll it outthe way your org works.
Some lenders want every loan officer hands-on. Others want marketing to run everything centrally. Homes AVM supports both, and a mix.
Three ways to run Homes AVM.
Pick one for the whole company or a different one per team.
| LO-run | Centrally run | Mixed | |
|---|---|---|---|
| Loan officers log in | Yes | No | Some |
| Marketing controls sending | No | Yes | Per team |
| Reports branded per LO | Yes | Yes | Yes |
| Best for | Producing LOs | Busy branches | Larger lenders |
Marketing runs it. LOs get the replies.
Your marketing team manages imports, branding and send schedules for every loan officer from the admin console. LOs don’t need to log in at all.
Each homeowner still gets a report and email in their own loan officer’s name, and replies go straight to that LO.
- One team controls schedules and standards
- Every report personal to the LO
- Replies and bookings go to the LO directly
Hands-on loan officers keep the controls.
Each loan officer uploads their own list, picks their own send day and time, and works their own dashboard. Our team still handles imports, report prep and reviewing each monthly send.
What makes each model work.
Questions, answered.
Still curious? Talk to us or book a demo.
Can marketing run Homes AVM for our LOs?
Yes. In the centrally run model, marketing manages sending for every loan officer from the admin console.
Can we switch models later?
Yes. Start one way and change as you grow, or run different models for different teams.
Do LOs need to log in under the central model?
No. They receive replies and bookings from their clients directly, without managing the account.
Who should we talk to about our setup?
Book a demo. We’ll walk through your structure and recommend a model.
Tell us how your org is structured.
We’ll recommend a deployment model and show you how it runs.