When a client opens an equity report you sent and changes the home value, we don't quietly overwrite your number with theirs. Instead we keep it as their client perceived value - the figure they think their home is worth - and surface the gap so you can decide what to do with it. Your estimated value and equity stay exactly where they were until you choose otherwise.
This only applies to the value. Balance and address changes still flow straight back to the client's profile as before.
Where You See It
On the client's Equity tab, just under Estimated Value, a line appears whenever the client's number differs from yours by more than ~$1,000:
+$125,000 (Client's Perceived Value)
The sign tells you the direction - the client thinks their home is worth more (+) or less (-) than our estimate.
It also shows up in the Flags section of the Rate Analysis tab: "Client values their home ~$125,000 higher than our estimate. Worth a conversation - review or accept their value on the Equity tab." So you catch it even if you don't open the Equity tab.
Using The Client's Value
If you agree the client's number is closer to reality, click Use Value on that line. This rolls their figure in as a manual valuation override, so your equity, LTV, and reports all use it from then on - and like any override, it tracks the automated value over time. See How Equity Is Calculated.
Reverting
Changed your mind? Click the reset arrow next to Estimated Value (the same one that clears any override). Your number drops back to the automated estimate, and the client perceived value line reappears as a reminder of what they think.
The Note On Their Next Report
If you don't roll the value in, the next equity report that goes out to the client (one-time or recurring) includes a soft, one-time note:
You recently shared that you think your home is worth around $X, which differs from our current estimate of $Y. If your figure is closer to the mark, let's connect.
It's a gentle conversation-starter, not a correction. It shows when you preview the report so you can see it, but only counts as "sent" on a real send - so previewing doesn't use it up. It appears once, until the client enters a new number.
When It Clears
The reminder line, the flag, and the report note all clear on their own the next time the automated value refreshes (about monthly). The client's actual interaction never disappears - it stays in the client's Reports tab as a logged interaction. See The Reports Page And Managing Monthly Recipients.
What To Do Next
- See how the value and equity are computed: How Equity Is Calculated.
- Tour the rest of the equity page: What The Equity Page Shows.
- Send the report that surfaces all this: The Equity Report.