EQUITY ESTIMATES

Turn Equity into Engaged Clients

Spot rising equity and trigger value-first conversations. Renewals, refis, HELOCs, move-ups.

Conversations that drive appointments

Equity Snapshots

Use industry-leading data

When equity moves,
you move first.

Combines value trends with amortization estimates to show equity movement.
Sends friendly emails that invite a quick check-in (renewal timing, cash-out options, etc.).
You upload your list; BrokerBot does the rest.

Let’s turn those cold leads and forgotten clients into a pipeline that never sleeps.