The Equity Gained report is a great way to show a buyer the financial opportunity there is in housing today. To get started using this tool, follow the steps below.
Creating Your Report
Follow the steps below to enter the required details and generate the Equity Gained report.
1. Add your client's name by clicking + Add new or select them from the drop down.
2. Add an address, city, county, or ZIP code.
3. Add the purchase price.
4. Select up to 2 rates of appreciation you would like displayed in the report.
5. Add a Loan Amount or select the down payment amount from the pop-up window.
6. Add your loan term.
7. Select your loan program and type of loan.
8. Enter the loan rate.
9. Click Calculate.
Making Edits
Follow the steps below to learn how to edit your report details, including client information and scenario inputs.
- To make edits to your report, click Edit in the top right corner of the page.
2. To make change to your client's name, email, FICO score, monthly qualifying income or debt-to-income ratio, click Edit under the Client section.
3. Make changes to your property including displayed address, price and appreciation rates by clicking Edit under Property.
4. To make edits to the loan information, click Edit. You can make changes to the loan amount, term, loan program, loan type, and rate.
5. To add an agent for Co-branding, click Edit.
6. Once you have made your desired edits, click Review Report.
Add Agent Co-Branding
You can also add a referral partner's co-branding on your report. To learn more about co-branding, click here.
1. Click on + Add under Co-branding.
2. Click on the drop-down menu and select an agent or add a new agent by clicking + Add new co-branding partner.
3. Choose the orientation for how you want their branding displayed on the report.
4. Click Save.
Sharing the Results
To share the completed report, click Share. A dropdown menu will appear.
- Click Download to download the report as a PDF.
- Click Send a link via email with an optional video recording (not available for some users depending on their company permission settings).
- Click Host a meeting to virtually meet to discuss the report with your client.
- Click Record a Video to provide your client with a clear walkthrough of the report along with your own insights and context.
To learn more about sharing your report, click here.
Have questions or want to learn more? Submit a ticket or call us today!
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