The homeowner's digest is an automated monthly report sent to your clients to help them better understand, leverage, and grow their equity - positioning you as their go-to home wealth expert.

Watch a video walkthrough below or continue reading this article to learn more!

Within the homeowner digest, clients can explore their selling position, purchase potential, and other ways they can use their equity to build wealth with their home.

At Homebot, we’re committed to ensuring that our estimated property values (AVMs) are based on the most recent and accurate data available in the area. Our advanced algorithm utilizes a broad range of industry-leading data sources fine tuned by the foremost real estate analysts to provide the highest quality home valuation insights in the market.

You can include sold and appraisal info when adding clients which we will use when generating the estimated value. Your clients can then tune the value of their home from the digest at any time.

We use a third-party data provider called Altos Research. Altos provides active housing market data for 20,000+ local markets.

In addition to the mortgage details you provide, we pull loan information from public records. We encourage your clients to update the numbers themselves if something looks off.

Every Thursday, Homebot pulls rates from Freddie Mac and rounds up a 1/4 point to provide a conservative estimate. Since the rates are estimated, your clients are encouraged to reach out to you to learn more about their options.