Stay top of mind with every borrower, and find the ones overpaying on property tax.
A monthly home report, branded to you, that lands in your past borrowers’ inboxes automatically. It shows each client what their home is worth and, unlike every other home-value report, flags when they’re over-assessed and overpaying on property taxes. That’s a real reason for them to call you back, the kind that turns into refis and referrals.
$49/mo flat · no per-client fees · no setup fee · cancel anytime · built on real county records
Same monthly-report retention play the big tools sell, less than half the price, with a property-tax angle they don’t have. No employees, no overhead, the savings go to you.
It finds real money for your client
Generic home-value reports say “your value went up,” which clients ignore. Yours says “your home is assessed 18% above comparable homes, you may be overpaying $1,300 a year.” That gets opened, gets replied to, and gives you a warm, helpful reason to be the one who tells them.
Set it once, it runs every month
Hand over your past-client list once. Every month we re-check every home against current county records and email each client a fresh report with your name, photo, and contact on it. You stay in front of your whole book without lifting a finger.
This engine already works. It powers appealmytax.dev, where Texas homeowners check their property-tax over-assessment every day, built on 4.6 million homes across the major county appraisal rolls. Real comps you and your client can verify, no fabricated numbers. And because this is a flat software subscription you pay, not a referral fee or a thing of value tied to closings, there is nothing to disclose and nothing that touches RESPA Section 8. It is a marketing tool you own, like any other.