Reports
Send equity, consolidation, refinance, and penalty reports. Customize sections, add a realtor, brand them as yours.
Adding A Realtor To A Report
Link a realtor to a client so their info appears on every report you send for that client.
Calendly Link In Reports
When you've connected Calendly, your booking link shows up in reports so clients can book a call directly.
Customizing Reports With Your Profile And Branding
Your photo, name, title, and brokerage logo appear on every report you send. Set them up in Settings.
Customizing What's In A Report
Set a default for which sections show across your reports, then tailor any single client's report in the preview - including forcing a section on when you want it.
Downloading Refinance And Penalty Reports
Refinance reports, penalty result reports, and lender options are all downloadable PDFs you send yourself.
Equity Report Change Emails
Automatically email clients who update their balance, home value, or address on an equity report you sent.
Sending A Report Via SMS
Once RingCentral is connected, equity and consolidation reports can be sent over SMS in addition to email.
Sending Equity And Consolidation Reports
Send from a client profile via email or SMS. Equity reports can be one-time or recurring on a cadence you choose.
The Four Report Types At A Glance
Equity, Consolidation, Refinance, and Penalty reports. Which are sent programmatically vs downloaded and sent manually.
The Reports Page And Managing Recurring Recipients
the key metrics, the recipient list, and how to add, remove, or change the cadence of clients on recurring reports.
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