This is exactly what you'll send your clients.
Four interactive previews. Real numbers. Branded outputs. No screenshots — explore the actual reports every ADK realtor uses to retain past clients, communicate with sellers, and close buyers.
Current rate 6.875% → market 5.875%. Refi would save ~ $214/mo and unlock $80k cash-out at 80% LTV.
Holding projects ~ $138k additional equity at 4% appreciation, before tax and carrying costs.
Quarterly homeowner wealth reports keep you in their inbox with something genuinely useful — their net worth update.
- Problem
- Past clients forget who their agent was within 18 months of closing.
- What you get
- One-click branded PDF per past client, pre-filled with public value data.
- What client sees
- A two-page report showing their equity, refinance options, and sell-vs-hold scenarios.
- Time saved
- ~ 45 minutes per client vs. building it manually in Excel.
- Use case
- Send to every past client quarterly, or when rates move.
- Result
- More referrals. More repeat business. Sellers come to you when they're ready, not to Zillow.
Business tools first. Software second.
These four outputs are designed around the conversations realtors actually have — with past clients, active sellers, and first-time buyers.
Quarterly wealth reports keep past clients connected to you, not Zillow.
Weekly updates your seller actually wants to read.
A 0–100 score that tells you which listing needs attention today.
The true monthly payment and cash-to-close, before they write an offer.