How to Send Home Value Reports to Past Borrowers in RETR

RETR Home Value Reports (HVRs) are monthly emails that show your past borrowers their home’s current value and encourage them to contact you to refinance, tap their equity, or buy a new home. To start, go to More → Home Value Reports → Create and View Reports and click Enroll Past Borrowers. HVRs are included with paid plans for up to 100 borrowers per month.

How to Enroll Past Borrowers in Home Value Reports

Step 1: Open Home Value Reports
Go to More → Home Value Reports → Create and View Reports.

Step 2: Click “Enroll Past Borrowers”
You’ll see a list of borrowers you’ve closed loans with.

Step 3: Click “Enroll” next to a borrower
A pop-up opens.

Step 4: Enter the borrower’s email and check the details
Add the borrower’s email address (required) and, if needed, edit the interest rate.

Step 5: Preview and generate the report
Review a sample of the report, then click “Generate Report.”

Your first report goes out the next morning. After that, a new report goes out every 30 days until you unenroll the borrower.

Note: Links in the sample preview don’t work, but they’ll work in the reports your borrowers receive.

Who Can Use RETR Home Value Reports?

How Much Do Home Value Reports Cost?

How to Buy More HVR Enrollment Slots

Step 1: Open the enrollment page
Go to More → Home Value Reports → Create and View Reports and click Enroll Past Borrowers.

Step 2: Choose additional slots
Select the option to buy additional slots.

Note: Extra slots are a monthly subscription. Each month, you get the number of extra slots you chose, on top of your standard 100.

Enterprise Accounts

Enterprise users should contact their Enterprise account admin about extra enrollment slots. RETR offers HVR options for Enterprise accounts with added perks, including more slots, more customization, and AI tools. If you’re the admin, contact your RETR account rep.

Which Borrowers Can I Send Home Value Reports To?

• ✅ You can send HVRs to past borrowers you closed loans with, back to 2017, as long as you were the loan officer listed at closing.
• ❌ You cannot manually add borrowers from other loan officers.
• ❌ You cannot add new or prospective clients at this time.

Note: RETR plans to support uploading new and prospective clients in a future update.

Why Don’t I See One of My Borrowers?

Every borrower you closed a loan for since 2017 (where you were the loan officer at closing) should appear on your enrollment page. If one is missing, the loan may have been refinanced by another loan officer.

What If I Don’t Have My Borrower’s Email?

RETR doesn’t provide borrower email addresses. See How to find buyer contact information in RETR for ways to find them.

What If the Interest Rate Is Wrong?

You can edit the interest rate in the pop-up when you enroll the borrower, before you click “Generate Report.”

Can I Customize Home Value Reports?

• ✅ You can add your headshot, company logo, and report color in Account Settings (see the video for details).
• ✅ You can preview a sample report before sending.
• ❌ You cannot co-brand HVRs with a real estate agent at this time.

How Do I Track Home Value Report Activity?

• Track open rates on the Create and View Reports page.
• RETR emails you when a borrower reaches a high-interest engagement tier. In-app notifications are coming soon.

RETR doesn’t notify you about every bit of activity, only engagement that signals real interest, so you know when to reach out. Learn more: What do the HVR Alert Tiers mean?

How to Unenroll a Borrower from Home Value Reports

Step 1: Open the Enroll Borrowers page
Find the borrower you want to unenroll.

Step 2: Click “Enrolled”
Click the “Enrolled” button next to their name.

Step 3: Confirm
Confirm that you want to unenroll them. They’ll stop receiving reports.

How Do I Give Feedback on Home Value Reports?

Email support@retr.app with feedback or questions.