Creating a Real Estate Report Card 

To create a Real Estate Report Card, follow the steps below:

1. The Real Estate Report Card page will open and display a search bar. Use the search bar to create a report based on address, county or ZIP code and select the area you’re looking for in the dropdown.
2. Your Real Estate Report Card will be generated. By default, the information shown is based on the median home price in the area. You can also enter your own custom home price which will adjust the appreciation numbers accordingly.

To change the Price: 

1. Select Edit under Options>Price on the left hand side of the screen.
2. Type the price you would like to use in the text box. To change it back to the defaulted median price, click Use median price next to Home Price.
3. Click Save.

To change the Forecasted Appreciation:

1. Select Edit under Options>Forecasted Appreciation on the left hand side of the screen.
2. Select which forecasted appreciation model you would like to use.
3. Click Save. 

Adding Co-branding:

You can also add a co-branded real estate agent to the report. 

To add a real agent’s co-branding to the Real Estate Report Card:

1. Click on Edit under Options>Co-branding.
2. Click on the drop down under Co-brand to select the agent.
3. Alternatively, you can click Add new co-branding partner to add a new real estate agent. 
4. Select either Display Left or Display Right to determine how you want the co-branding displayed on the report. 

5. Click Save.

Please note: To ensure you are RESPA compliant, you must charge your realtor $20 per year for co-branded marketing. For your convenience, we have provided an invoice you can download and use in the Co-Brand Settings on MBS Highway.

Share, Record or Start a Speed Meeting

Once you've created your Real Estate Report Card and made any necessary edits, it’s time to review and share your report. 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.

Download as a PDF

If you wish to download the PDF, simply click Share then Download and it will save the report to your computer as a PDF. 

How to Send the Real Estate Report Card

To Send the report to your client(s): 

1. Click Share. 
2. Click Send from the drop-down. 
3. Enter the client(s) name. If multiple, separate with commas.
4. Add up to four email addresses, separated by commas.
5. Create a custom message.
6. To add a video (optional), click Add video from library.
7. Choose if you would like to use a one-time passcode.* 
8. Click Send.

Please note: If using a one-time passcode, your client(s) will receive two emails. The first email will have a link to the report. Once your client clicks on the link, it will trigger the second email to be sent with the access code.

*This feature may be optional depending on your company's permission settings. If your company allows, we provide the ability to copy a link to the report. However, if you choose to secure the report with a one-time passcode, this option will be grayed out. 

How to Record a Video of the Real Estate Report Card to share with your Client(s)

You may want to record a video to help provide an explanation of the report for your client. To do so:

1. Click Share in the top right-hand corner of the page.
2. Click Record Video from the drop-down.  
3. You will then select if you would like to use your webcam and/or show your screen. 
   • You may be asked to allow access to your microphone and webcam. Select “Yes” to allow access for the recording. 
4. Next, we will provide you a preview asking if you are ok with MBS Highway seeing the selected window for recording. Select Allow to continue. 
5. Click Start Recording to begin the recording.
6. To end the recording, click the red square button at the bottom of the window.
7. A window will then appear where you can preview the video, add a custom message, and provide the email addresses of the intended recipients. 

*If your company allows, we provide the ability to copy a link to the report. However, if you choose to secure the report with a one-time passcode, this option will be grayed out. 

If utilizing the one-time passcode, your client(s) will receive two emails. The first email will have a link to the recording. Once your client clicks on the link, it will trigger the second email to be sent with the access code. See email examples below:

Example First Client Email:

Please note: Speed Meeting (both the meeting and recording functionality) is currently optimized for your desktop experience only and will not work on mobile devices.

Starting a Meeting

If you would like to share the report with a live meeting:

1. Click Share.
2. Click Host a meeting. 
3. Type in your client’s name.
4. Type in your client’s email.
5. An email will be sent to your client with a link to join the meeting. 

5. Your client will then receive a one-time passcode via email to access the meeting.
6. You can change your camera, audio or screen being shared by using the buttons located at the top of the pop-up window. 
7. To view your camera feed, click View Camera Feed.

8. Once your meeting is complete, click End.

Check out the next article, Real Estate Report Card: What's Inside, to learn more about what's inside the report.