How do I generate a Home Value Report?

 Did you know that the top IMBs lost over $108 Billion in repeat loan opportunities in 2024?

With RETR's new Home Value Report (HVR) feature, you'll be able to enroll your past borrowers in Home Value Reports, which will send them a monthly email detailing their homes' value, and encouraging them to reach out to you to refinance, tap in to their equity, or buy a new home.  

To get started, head to More - Home Value Reports - Create and View Reports and click on Enroll Past Borrowers. When you hit Enroll, you'll have the ability to enter their email address, and trigger those reports to send monthly. 

We'll email you when there's activity, and you'll be able to track open rates in the Create and View Reports page. 

You'll be able to customize and view a sample of the report before sending as well!

Below you'll find a walkthrough video from our founder explaining the process and all it's features:

FAQs:

• Who has access? Access is currently available to all users on a paid monthly or yearly subscription, or enterprise users. 
• How much does it cost? Users are able to use Home Value Reports for free with their subscription, and are able to enroll up to 100 borrowers a month free of charge. For any additional borrowers you wish to enroll on a monthly basis, we offer monthly subscription packages of 100 additional enrollments a month for $25 a month. To purchase more enrollment slots, head to the HVR homepage (More - Home Value Reports - Create and View Reports) and click on Enroll Past Borrowers. In that enrollment page you'll see an option to buy additional slots. Please note that this comes in a subscription format, so each month you'll receive the package count of your choosing in addition to your standard 100. 
• Can I customize the report? Yes, you can customize your headshot, company logo, and report color by going into your Account Settings (see video for details).
• Who can I generate a report for? Currently, you can only generate a report for your past buyers with whom you've closed loans with dating back to 2017. In the future, we plan to expand this to provide the opportunity to upload new and prospective clients!
• How do I provide feedback? You can email support@retr.app with any feedback or additional questions you may have!

• What if I'm not seeing one of my borrowers? Any borrower/buyer that you have closed a loan for as far back as 2017 (you must be the LO listed at closing) will appear in your enroll page. If a borrower is not listed, the loan may have already been refinanced by another LO.

• The interest rate shown is incorrect? You can edit the interest rate when you enroll the borrower! When you click enroll, a pop up will appear where you can add your buyer's email address (needed to send the report) and where you can edit the interest rate before hitting "generate report".
• I don't have my buyer's emails? RETR does not directly provide buyer/borrower emails on our platform, but not to worry! We offer resources on how you can locate that information. Learn more here: How do I search for buyer contact information?
• I'm previewing a sample of the report I'm about to send to a buyer, but the links don't work? The links in the sample reports won't be operational, but rest assured they will work when you send it out!
• What do the alert tiers mean? We'll track the activity of your report, so the tier will correspond with how urgent the activity is so you can act on it. A Tier 6 - Email Opened won't be as urgent as a Tier 2 - Unlock Equity, and this will notify you that your buyer may be interested and we'll let you know via email so you can reach out to the buyer.
• How can I un-enroll a borrower? Head to the Enroll Borrowers page and find the borrower you want to un-enroll. Hit the "Enrolled" button and confirm you want to un-enroll them.