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 which nearby sales moved the needle.
Refinance, cash-out, sell & upgrade, or rent it & buy next — each modeled with real numbers and a simple "good move?" signal.
Hit 20% equity? Time to drop mortgage insurance. Loan anniversary? A warm check-in. Every nudge routes back to you.
Homeowners love watching their equity grow. You stay top of mind for their next move.
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.
Your own account. Your branding. Your partners. Your marketing — all in one place.
Sign up with your company email. Your headshot, colors, NMLS, fee templates, client book & partner list 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.
Auto-branded social graphics — "what's your home worth," just listed/sold, rate drops, equity brags — with ready-to-post captions.
Every lead, CTA click and milestone flows straight into your GoHighLevel CRM — so follow-up is automatic, not another to-do.
Tour the homeowner dashboard, the loan-officer workspace, and the agent listing-kit builder.