Home Report
Home Report for CrossCountry Mortgage
Why Home Report?
Stay connected with past and prospective clients by delivering the insights they care about—like their current and projected home value, equity position, cash-out refi opportunities, nearby investment options and more. The monthly Home Report is sent automatically, with your name and contact details front and center.
Home Report vs Homebot
Compared to Homebot, Home Report is equally as effective with an average email open rate above 75%, significantly cheaper, and allows agents to upload their database and co-brand with you, boosting reach and referral opportunities.
While competing services charge based on emails sent—driving up costs fast—Home Report only counts engaged users, meaning clients who actually interact with the report.
Home Report Pilot Results
Scott Forman’s branch recently completed a 30-day trial, where they tested Home Report with real clients from five of their loan officers. Check out the results below...
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Most consumers say they'd work with their lender again, but only 19% do. That stat increases to 38% with consistent contact, and to 57% with consistent value-driven contact.
Why Home Report?
Maximize the value of your sphere of influence with regular, high-value content and advice. Be there when they need you and (crucially) when they don't.
Content they’ll want to see every month
With personalized information about their home value, neighborhood sales activity and more, the interactive Home Report landing page features your branding front and center.
Easy client enrollment
We track your transactions so we'll notify you after closing, prompting you to invite your recent buyer to the Home Report. Or add clients manually anytime! Enroll up to 1,000 contacts to the Home Report. Need more? Simply contact your account manager.
Actionable, dynamic client experience
Clear calls to action throughout the Home Report foster easy, relevant and personalized conversation between you and your client, no matter where they are in their homeownership journey.
How it works
Affordable, automated, effective.
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