The equity report is your main long-term stay-in-touch tool. Set it to send monthly, and you stay top-of-mind with your client while they passively keep their info up to date for you.
Monthly Toggle Vs One-Time Send
Two ways to send:
- Monthly - toggle on for a client. They receive an updated equity report on a recurring monthly basis. Set it once.
- One-time - click Send Now to send a single equity report immediately.
Both options are on the client's Reports tab.
What The Client Sees
The report shows:
- Current estimated home value (the AVM blend).
- Current mortgage balance.
- Equity and LTV.
- Borrowing power (HELOC available, refinance opportunity).
- Mortgage payments breakdown (if enabled).
- Their broker's photo, name, and a Calendly Book a call link (if you've connected it).
What sections appear is controlled by the content preferences you set on the client. See Customizing What's In A Report.
The Feedback Loop (This Is The Magic)
The equity report is interactive on the client's end. They can:
- Update their property valuation if they think it's off (e.g., they just appraised).
- Update their mortgage balance if they've made a lump-sum payment.
- Update their address if they've moved.
When they do, the changes flow back to your dashboard automatically. You get a notification (see Notifications You'll Receive), and the updates show up on the client's profile.
This is what drives the Interactions metric on the Reports page - see The Reports Page And Managing Monthly Recipients.
Sending Via Email Or SMS
Email is the default. If you've connected RingCentral, you can send via SMS instead. See Sending A Report Via SMS.
What To Do Next
- Customize what's in the report: Customizing What's In A Report.
- Manage your monthly recipient list: The Reports Page And Managing Monthly Recipients.
- Pair with a consolidation report for the bigger pitch: The Consolidation Report.