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Know what your home is worth. Every single month.

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.

See your equity in 10 seconds
$228,900
your equity today · 37% of value

One report. Every reason to stay in touch.

Homeowners love watching their equity grow — you stay top of mind for their next move.

Monthly Equity Report

A beautiful, automatic monthly email showing their home value, equity trend, and what recent neighborhood sales moved the needle.

Smart Scenarios

Refinance, cash-out, sell & upgrade, rent it out, or buy down — each modeled with real numbers and a simple green/red “good move?” signal.

Milestone Alerts

Hit 20% equity? Time to drop mortgage insurance. Loan anniversary? A warm check-in. Every nudge routes back to you.

How it works

Set it up once. It runs itself — every month, forever.
1

Add your clients

Upload past clients or invite new ones. Your headshot, logo, NMLS & colors are stamped on everything automatically.

2

They get value monthly

Each homeowner receives a beautiful equity report and a live dashboard — co-branded to you and your agent partners.

3

You get the lead

The moment someone clicks “check my refinance” or hits a milestone, you're notified — with their live numbers ready.

Built for loan officers and their realtor partners

Your own account. Your branding. Your partners. Your marketing — all in one place.

Your own account

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.

Realtor co-branding

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.

Marketing Studio

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.

GoHighLevel-ready

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.

Create your loan-officer account →
1
report a month, on autopilot
74%
open rate in this demo book
5
smart-move calculators built in
3
roles: homeowner · LO · agent

See it from every angle

Tour the homeowner dashboard, the loan-officer workspace, and the agent listing-kit builder.