Your personalized home-equity report — delivered monthly. See your value, track your equity, and discover exactly when it makes sense to refinance, sell, or invest.
A beautiful, automatic monthly email showing their home value, equity trend, and what recent neighborhood sales moved the needle.
Refinance, cash-out, sell & upgrade, rent it out, or buy down — each modeled with real numbers and a simple green/red “good move?” signal.
Hit 20% equity? Time to drop mortgage insurance. Loan anniversary? A warm check-in. Every nudge routes back to you.
Upload past clients or invite new ones. Your headshot, logo, NMLS & colors are stamped on everything automatically.
Each homeowner receives a beautiful equity report and a live dashboard — co-branded to you and your agent partners.
The moment someone clicks “check my refinance” or hits a milestone, you're notified — with their live numbers ready.
Sign up with your company email. Your headshot, colors, NMLS, fee templates, entire client book & partner list are saved — and reload every time you log in.
Add your agent partners once. Every shared client's report, email & marketing piece is instantly co-branded in both of your colors — one loan officer per agent.
Auto-branded social graphics — “what’s your home worth,” just listed/sold, rate drops, equity brags — with ready-to-post captions. New content in seconds, every week.
Every lead, CTA click and milestone is built to flow straight into your GoHighLevel CRM — so follow-up is automatic, not another thing on your list.
Tour the homeowner dashboard, the loan-officer workspace, and the agent listing-kit builder.