Value and range
An estimated value with a low-to-high range, plus how it has moved over time.
Database reactivation
Wake up yourpast-client list.
You’ve already earned the trust of hundreds of homeowners. Homes AVM gives each of them a personal home report every month, so the next refinance, purchase or referral starts with a call to you.
AllHigh rateHigh equityListed
DR
Dana R.Closed 2019, 7.1% rate
High ratePF
The Patel family$214k equity
High equityMT
Marcus T.Opened report twice
OpenedLK
Lena K.Home marked as listed
ListedThe quiet problem
Closed loans go cold faster than you think.
After closing day, most clients hear from you once or twice, then not at all. Life gets busy, rates move, equity builds, and by the time they’re ready to act, they search online or ask whoever they spoke to last.
The list is still sitting in your CRM or LOS export. It just needs a reason to hear from you that doesn’t feel like a sales call.
- Homeowners rarely know what their home is worth today
- Many don’t track how today’s rates compare to theirs
- Generic newsletters get skimmed and deleted
What past clients get from you
Today
Holiday card once a year
Generic rate newsletter
No word since closing
With Homes AVM
Their home’s value each month
Their rate next to today’s
One tap to call you
How it works
From old export to monthly conversations.
You bring the list. We handle the setup and the sends.
- 1
Upload your list
Drop in any CSV or Excel export from your CRM or LOS. No template, no clean-up. You can also add clients one at a time.
- 2
We build every report
Our team organizes your data and prepares a report for each homeowner, typically within about 4 hours.
- 3
Pick your send day
Choose the day, time and time zone for your monthly Home Digest. Our team reviews and sends it in your name.
- 4
Call the right people first
Filter for high-rate and high-equity clients, check who opened and clicked, and pick up the phone.
What each homeowner gets
A report about their home, not a pitch about you.
Every client gets a private, mobile-friendly report built from their own address and loan.
Equity built
What the home is worth against what they owe. If it’s paid off, the report leads with equity.
Rates vs. their loan
This week’s 30- and 15-year rates next to their own, with a refinance payment comparison.
Nearby sales
Recent sales close by, so the estimate has context they can check.
One tap to you
Book a call, call, text or email you from the report, with your headshot and NMLS on it.
Your brand
Your logo, colors, fonts and photo, with NMLS and Equal Housing disclosures included.
Who to call first
Your list, sorted by opportunity.
Not every client needs a call this week. The CRM lets you filter for homeowners with rates of 6.5% or higher, clients with strong equity, and clients you’ve marked as listed.
Add notes, see each client’s activity history, and run bulk actions when you need to update a group at once.
- High-rate filter (6.5%+) for refinance conversations
- High-equity filter for cash-out, move-up and HELOC talks
- Listed filter so you can follow up before they buy their next home
Rate 6.5%+Dana R. at 7.1%Chris W. at 6.9%Omar S. at 6.6%
High equityThe Patel familyGrace H.Tom B.
ListedLena K.Jorge M.
Every month, on autopilot
The Home Digest keeps you top of mind.
Once a month, each client gets their updated report in an email from you. Replies land in your inbox, not ours.
Your dashboard shows real open, click, bounce and unsubscribe rates, plus portfolio value, equity, balances and rate mix across your whole book.
See what’s in a reportDR
Dana R.Re: Your Home Digest for October
Thanks for the report, Maria.
Our value went up more than I expected.
Could we talk about a cash-out for a kitchen?
Free Thursday after 4.
FAQ
Database reactivation questions
Still curious? Talk to us or book a demo.
What file format does my client list need to be in?
Any CSV or Excel export works, from any CRM or LOS. There’s no template to match. Our team organizes the columns for you.
How old can my list be?
Old is fine. Homeowners who closed years ago often have the most equity and the biggest gap between their rate and today’s. Addresses that bounce show up on your dashboard so you can clean up over time.
How often do clients hear from me?
Once a month. The Home Digest is a monthly email, sent on the day and time you choose. That’s enough to stay present without wearing out your list.
Will it feel like spam to my clients?
Each email carries a report about the client’s own home, sent in your name. Every email includes an unsubscribe link, and anyone who opts out is left out of future sends.
Can I try it with my real list?
Yes. The 5-day free trial includes up to 100 campaign emails, so you can upload your list and send to real clients before you’re billed.
Your next loan is already on your list.
Start your free trial, upload your past clients, and send your first Home Digest.