Home Equity Reports
The Problem
The relationship ends at the closing table
Most lenders lose touch with borrowers the moment a loan funds. Without an active relationship, the next refi, repeat purchase, or referral goes to whoever the borrower hears from first.
- No system for staying in touch after closing
- Borrowers forget who their loan officer was within a year
- Refi and repeat-purchase opportunities go to competitors
- Referral potential decays without ongoing engagement
1428 Maple Ridge Dr, Keizer, OR · Sep 10
Your home is worth about
$400,000
+33%Up $100,000 since you closed
Equity
$117,067
Loan Balance
$282,933
71% loan-to-value
Property
3 bed · 1,558 sqft
Built 1961
Rent Estimate
$2,380/mo
$2,150–$2,620 range
How you compare nearby · within half a mile
Your Loan Officer
Marcus Bennett
Summit Home Lending
NMLS #1847293
Your Realtor
Olivia Hart
Keystone Realty Group
OR Lic. #201204518
How It Works
Get started in three simple steps
From setup to close, Pre-Approve Me makes the process effortless.
Automatic enrollment at closing
Every funded loan automatically enrolls the borrower in monthly Home Equity Reports -- no manual setup required.
Monthly valuation delivered automatically
Updated home values are pulled each month and delivered via email, SMS, and push notification, all under your brand.
Borrower opens a full dashboard breakdown
Borrowers can dig into their value trend, estimated equity, comparable sales, and local market snapshot anytime.
Why Pre-Approve Me
Homebot and HomeIQ are good tools.
But they’re another login, another bill, and another brand your past clients have to recognize. Pre-Approve Me Home Equity Reports are included with your account. Every closed borrower gets monthly value and equity updates inside the same app they used to get their loan, with your name and their realtor’s on every report.
Benefits
Everything you need, nothing you don't
Automated Monthly Reports
Home value updates go out every month without any manual work on your end.
Multi-Channel Delivery
Reports reach borrowers via email, SMS, and push notification -- wherever they actually pay attention.
Full Dashboard Breakdown
Value trend, estimated equity, comparables, and a local market snapshot in one clear view.
Stays Branded to You and Your Realtor
Every report and dashboard carries your name, photo, and contact info -- never a third party.
Built for Repeat Business
Stay top of mind so refis, repeat purchases, and move-up buyers come back to you first.
Referral-Ready Engagement
An ongoing touchpoint gives borrowers a reason to think of you when friends and family ask for a lender.
Ready to Attract, Engage, and Convert more clients
Join our community of loan officers who have closed more loans with Pre-Approve Me. Try it free for 14 days.
No credit card required. Set up in under 5 minutes.