There are four distinct reports in BrokerPlus. Picking the right one depends on what you're trying to show the client and how you want to send it.
The Four Reports
| Report | What It Shows | Send Mode |
|---|---|---|
| Equity | Current value, equity, LTV, borrowing power | Programmatic - monthly or one-time |
| Consolidation | Monthly + interest savings from rolling debts into a refinance | Programmatic - one-time |
| Refinance | Full refinance opportunity (rate, savings, penalty) | Downloadable PDF - you send manually |
| Penalty | Detailed penalty math and lender comparison | Downloadable PDF - you send manually |
Programmatic Vs Download
Programmatic means BrokerPlus handles the send. You toggle on or click a button; the email/SMS goes out from your account; the client sees a polished, interactive web report.
Downloadable means you click to generate a PDF, save it locally, and then attach/send it yourself from your email or other channel.
When To Use Each
- Equity Report - recurring stay-in-touch. Set it to monthly for your top clients and let it run.
- Consolidation Report - when you've captured the client's debts and want to show the consolidation savings opportunity.
- Refinance Report (PDF) - when you want a polished, downloadable summary you can attach to a one-off email, share in a meeting, or include in a proposal package.
- Penalty Report (PDF) - same - when you need to share the penalty breakdown alone, often for a client who's already shopping.
A Common Sequence
A typical client journey through reports:
- Send equity report (one-time or set monthly) → stays top of mind.
- Capture their debts when they engage → enables consolidation math.
- Send consolidation report → shows the bigger pitch.
- Send candidate report (refinance outreach email) → kicks off the formal conversation.
- Download refinance / penalty PDFs → share in your meeting prep.
What To Do Next
- Deep dive: The Equity Report · The Consolidation Report.
- Downloads: Downloading Refinance And Penalty Reports.
- Manage your monthly recipient list: The Reports Page And Managing Monthly Recipients.