Keep Borrowers Engaged with Automated Property Value Updates

Your borrowers automatically receive a branded home value report every 90 days—or on any schedule you choose—making it easy to spark refinance, HELOC, and referral conversations without lifting a finger.

✨ What the Feature Does

• Automatically emails a home value report to each borrower as often as you would prefer

• What it looks like:

🔧 How to Use the Property Value Estimate Feature

🔹 Option 1: Add Borrowers Manually

1. Go to the Contacts, and select contacts you want to add to the workflow

2. Ensure Full Address is added or add it on file

3. Then select Add to Workflow

4. Choose the Home Value Estimate workflow

5. Click on Add to Automation

🔹 Option 2: Use the Branded Lead Capture Funnel

Want to automate everything from lead opt-in to value updates?

1. Go to Funnels

2. Locate the “Home Value Estimate” Funnel

3. [Optional] Edit or Update the funnel design, add logo, images, etc.

4. Copy and Share the funnel link in emails, social posts,

5. Anyone who clicks on the link is automatically added to the AVM workflow
   

What it looks like:

📬 What Borrowers Receive

They’ll get:

• Their estimated home value

• Market insights or changes since the last update

• A professional, branded layout with a Call to Action 

🛠 How to Customize the Experience

• Edit workflow messages:
  Go to Marketing > Workflows > Property Value Estimate to change tone, timing, or messaging

• Update your branding:
  Go to Settings > Company Info to adjust your logo, company name, and footer

• Remove a borrower:
  Simply go to Contacts, find the borrower, and remove them from the workflow anytime
  

💡 Why It Matters (and How to Use It Strategically)

• Stay top-of-mind even years after closing

• Turn borrowers into repeat deals or referral sources

• Impress Realtor partners by showing them you're actively nurturing their buyers after the handoff and as leads

• Great talking point for co-branded marketing efforts or listing presentations