Prepare Branded Home Value Reports
Prepare branded property value reports with available value estimates, equity estimates, and local market context. Review every estimate before delivery.
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Why Loan Officers Lose Past Clients
You worked hard to earn their business. Then they vanished. Most LOs have no system for staying relevant to past borrowers.
Past clients forget you exist
You closed the loan 2 years ago. Now they are shopping rates with a competitor because you never stayed in touch with anything useful.
Manual follow-up does not scale
You have hundreds of past clients. Calling each one to discuss their home value and equity position takes time you do not have.
Saved property data becomes old
Property values, mortgage balances, and rates can change. Review the current source date before you discuss a new loan scenario.
Generic newsletters get ignored
Rate update blasts and holiday emails end up in spam. Homeowners want information about their home, not yours.
How LoanGraphs Home Value Reports Work
Use available property data and saved profile fields. Confirm the property, source date, estimate, and recipient before delivery.
Available Value History
Review available property value estimates and changes over time.
Property data can be incomplete or delayed. Confirm the property, source date, and estimate before you share a report.
Equity Estimate
Compare the available property value estimate with available mortgage balances.
The result is an estimate. It does not determine refinance, HELOC, or loan eligibility.
Saved Profile Branding
Add available saved profile fields, such as your name, photo, contact information, and company branding.
Review the report preview and each profile field before delivery.
Reviewed Email Drafts
Prepare an email draft from selected property and market context.
Review the facts, recipient, consent, and required disclosures before you send the message.
Market Data Context
Add available local market data, such as median sale prices, days on market, and loan limits.
Confirm the source date and current government loan limits before you share the information.
Selected Report Delivery
Select the saved contacts and reports that you want to prepare.
Confirm each property, estimate, recipient, and delivery choice before you send a report.
4 Ways to Use Home Value Reports
Client retention
Prepare a current property report when a past client asks about a purchase, refinance, or HELOC.
Refinance mining
Use the equity estimate as one input when you review a possible refinance. Confirm current eligibility, pricing, and costs separately.
Realtor partnerships
Prepare a co-branded report with a realtor partner. Confirm branding, data, consent, and delivery terms before use.
Listing lead generation
Use an available value estimate as a starting point for a property discussion. Do not treat the estimate as an appraisal or proof of intent to sell.
Prepare a current property report
Review the property, source date, estimate, and recipient before delivery.
Frequently Asked Questions
Related Tools
Refi Mining
Compare saved loan terms with available pricing. Review current eligibility and costs separately.
AI Email Generation
Draft personalized follow-up emails based on each client's equity data and market conditions.
LoanGraphs vs Homebot
Compare LoanGraphs home value reports against Homebot's consumer engagement platform.
Review a home value report
Use available property data, reviewed email drafts, and loan comparisons in one workflow.