Branded client reports
Every paid partner gets unlimited access to co-branded buyer reports - generated in seconds, designed to make you look like the most prepared agent in the room.
What's included
Buyer Program Match Report
A 2-3 page PDF listing federal, state, and local programs the buyer may qualify for, with estimated savings, eligibility notes, and next steps. Co-branded with your name, photo, license number, and brokerage.
Closing Cost Snapshot
Side-by-side comparison of estimated closing costs with and without DPA layered in. Great to attach to an offer summary or send after the first showing.
Monthly Affordability Worksheet
PITI breakdown using current rates and the buyer's target price band, with insurance and property tax estimates pulled from the county we serve.
Program Eligibility Letter
One-pager you can hand to a listing agent showing your buyer has been pre-screened for specific assistance programs - useful in multiple-offer situations.
How partners use them
- 1Generate from the lead detail page in your partner dashboard - one click, fully populated.
- 2Download as PDF or send directly to the buyer through the in-portal message thread.
- 3Attach to a listing-side cover letter to differentiate your buyer in competitive markets.
- 4Use as a leave-behind at first consultations - the buyer keeps something tangible with your branding.
Reports are educational only and not a guarantee of program approval. Final eligibility is determined by each program administrator.
Apply for a partner seat →