Both equity and consolidation reports are sent programmatically from the client's profile. You don't have to attach anything to an email - BrokerPlus handles the send and the client gets a polished interactive view.
Where The Send Buttons Live
- Open the client's detail view.
- Click the Reports tab.
- You'll see two send actions:
- Send Equity Report
- Send Consolidation Report
(Consolidation only appears if you've captured the client's debts. See Adding Client Debts.)
Email Vs SMS
For both reports, you can choose email or SMS:
- Email - always opens the fully rendered email preview first. Review the recipients and report, then click Send Report inside the preview. The button stays disabled until the preview finishes loading.
- SMS - sends directly without opening the email preview and is only available if RingCentral is connected. The SMS includes a link to the same interactive web report.
For the SMS setup and what the borrower receives, see Sending A Report Via SMS.
Equity: One-Time Vs Recurring
The Equity tab has two paths:
- Send Report (one-time) - sends a single equity report for ad-hoc moments (after a meeting, a phone call, a check-in). Email opens the preview first; SMS sends directly.
- Turn recurring on - flip the recurring toggle and the client gets a fresh equity report on a schedule, automatically. A cadence control next to the toggle sets the interval per client - monthly, quarterly, semi-annually, or annually (monthly is the default).
You don't need to send a manual first report. Once you turn recurring on, the first report sends automatically on the next cycle (monthly is about 30 days out, quarterly 90, semi-annually 182, annually 365), then repeats from the last send. Each recurring report goes out at 9am in the client's local timezone, set from their property address. If a client's address isn't on file, the send falls back to your own timezone.
You can have both - send a one-time now AND enable recurring.
Consolidation: One-Time Only
The consolidation report is always a one-time send. There's no monthly toggle. If you want to send it again later (e.g., the client's debts changed), just click Send again.
Consolidation send and preview buttons live on each option card under the client's Debts tab, so you can send the report for whichever option fits. The preview includes a Report sections panel for toggling individual sections on or off before you send. See The Consolidation Report.
Sending From Ask Ann
Report cards in Ask Ann use Review report instead of sending immediately. Select it to open the actual rendered email preview, check the report and recipients, then click Send Report after the preview finishes loading.
Who Gets Copied
The report goes to the client on the To line. If the deal has a co-applicant with an email on file, they're automatically cc'd so the second borrower gets it too - you'll see them on the Cc line in the send preview. This works the same for one-time and recurring sends.
A linked realtor is copied quietly in the background (bcc) and never shows in the visible headers - see Adding A Realtor To A Report.
Shareable Link
When you send via email or SMS, the client gets a link to the report. The link is token-gated - only the recipient can open it. If they share the link with someone else (their spouse, advisor), that person can view too (the token doesn't enforce a single device).
What To Do Next
- Customize what each report shows: Customizing What's In A Report.
- Manage the monthly subscriber list: The Reports Page And Managing Monthly Recipients.
- Add an SMS option: RingCentral.