Both brands, side by side
Reports carry your logo, headshot and NMLS next to your agent partner’s details.
Agent partnerships
Be the lenderagents are glad to refer.
Agents send business to loan officers who make them look good. Homes AVM gives you co-branded home reports your partners can send to their own sphere, with your name right next to theirs.
Co-brandedHome report: 88 Cedar CourtShared by Jen Park, Realtor, with Maria Lopez, NMLS #000000
Estimated value$486,000
Value range$462k to $509k
Equity$191,000
Nearby sales4 in 90 days
Questions?Call Maria or Jen
What agents want
Partners remember who adds value.
Every lender asks agents for referrals. Fewer bring something the agent can use with their own clients and sphere.
A clear report on a homeowner’s value, equity and rate options is a useful thing to put in front of a seller or a past buyer. It gives you and your partner a shared reason to follow up.
- Share a sample home report in your next partner meeting
- Send your website link so agents can refer with confidence
- Show how you keep their past buyers engaged after closing
Partner meeting prep
Sample report open on your phoneReady
Website link sent to Jen P.Sent
Past buyers from her dealsOn digest
Co-branded report set upNext
Co-branded agent reports
One report, two names, twice the reach.
Your partner sends a report their clients want to read. You’re on every page of it.
Sent to their sphere
Partners share reports with their own past buyers and sellers, so you reach homeowners you haven’t met yet.
A direct line to you
Every co-branded report keeps one-tap buttons to book a call, call, text or email you.
Useful to sellers
Value, equity and nearby sales give an agent a natural opener with a homeowner thinking about listing.
Disclosures included
NMLS and Equal Housing disclosures stay on every report, whoever sends it.
Your website behind it
A professional, done-for-you site agents can send to buyers before they introduce you.
A simple partner routine
Turn one meeting into an ongoing relationship.
- 1
Show the report
Open a sample report on your phone and walk the agent through what their clients would see.
- 2
Bring your partner in
Set up co-branded reports so the ones your partner shares carry both your names.
- 3
Let them share it
Your partner sends co-branded reports to their sphere, and every report points back to you.
- 4
Keep shared clients warm
Add closed buyers to your list so they receive the monthly Home Digest from you.
Timing is everything
Know when a shared client is on the move.
Mark clients as listed in your CRM and you’ll see who needs financing for their next home before they start shopping lenders.
That’s the moment to call your agent partner, coordinate the purchase and keep the deal between the two of you.
- Listed filter for clients selling their home
- High-equity filter for move-up conversations
- Notes and activity history on every shared client
Mon9:30Lena K. listed, call Jen P.
Tue1:00Pre-approval for Lena’s next home
Thu11:00Jorge M. move-up talk
Fri3:00Coffee with Jen to plan showings
FAQ
Questions, answered.
Still curious? Talk to us or book a demo.
Can agents send home reports to their own clients?
Yes. Co-branded agent reports carry both your brand and your partner’s, so they can share them with their own sphere with you alongside.
How do I show an agent what a report looks like?
Preview any client’s report from your portal on your phone or laptop, or share your website, which shows what you offer.
Does the listed filter help with agent relationships?
Yes. Marking clients as listed lets you follow up at the right time and coordinate with the agent on the next purchase.
Do my partners need their own plan?
Homes AVM Pro is the loan officer’s plan. Book a call and we’ll walk you through setting up co-branded reports with your partners.
Should I check co-marketing with compliance?
Yes. Co-marketing with agents can raise RESPA and advertising questions, so run your arrangement past your compliance team. Homes AVM doesn’t provide legal or compliance advice.
Bring something useful to your next partner meeting.
Start your free trial and have co-branded reports and a website ready to share.