Table of Contents
Support Guide
Guide to Highway’s Home Report
Automated homeowner reports that keep you top of mind year-round.
-
Chloe Larson
What is Home Report?
The Home Report from Highway is a monthly, automated report designed to keep loan officers in front of past clients by delivering real value to homeowners. These branded reports provide personalized updates on home equity, appreciation, market activity, and more - keeping borrowers engaged and reinforcing your role as their trusted mortgage advisor.
What’s Included in the Home Report?
Each report is packed with easy-to-digest monthly insights:
- Home Equity Updates: See current equity growth based on loan balance and estimated home value.
- Appreciation Forecasts: Regional projections to help homeowners understand long-term value.
- Market Activity Snapshots: Local home sales, listings, and price changes.
- Readiness to Move Score: Predictive scoring that alerts you when a homeowner might be preparing to move.
- Savings Calculators: Tools that demonstrate the value of making extra principal payments or what a refinance could mean.
- Financial Tips & Reminders: Educational nuggets that help borrowers protect and grow their investment.
- Co-Branding: Add agents to share visibility and increase referral business.
- Referral Tools: A simple widget makes it easy for clients to refer you to others.
Benefits for Mortgage Loan Officers
Home Report isn’t just helpful - it’s strategic. Here’s how it works for you:
- Stay Top of Mind: Most borrowers forget who their loan officer was within 18–24 months. These monthly reports keep your name (and face) in front of them without you lifting a finger.
- Spot Opportunities Early: The “Readiness to Move” score surfaces clients who may be preparing to list or shop for a new home. This gives you natural touchpoints to re-engage before someone else does.
- Automate Relationship Nurturing: Add a contact once and let the system take care of ongoing follow-ups. You’ll stay in touch without needing to send manual check-ins.
- Strengthen Referral Partner Relationships: Home Reports can be co-branded with real estate agents, giving them visibility while reinforcing your collaboration. Paired agents can also invite their own clients, totally free, expanding your reach even further.
- Look Like the Local Expert: Delivering customized, data-driven reports builds trust and positions you as a go-to source for home financing questions.
Benefits for Borrowers
Homeowners get real, relevant information that makes them feel confident and in control of their investment:
- Clear insights into their home’s current value and equity position
- Local market snapshots so they can track activity around them
- Useful financial tips and calculators to help them build wealth
- A monthly touchpoint from someone they already trust
All in one email, personalized to their property.
How It Works
- Upload Your Contacts: Add homeowners from your past client database or CRM.
- Reports Are Automatically Sent: Each month, the homeowner gets a fresh, branded report - no manual effort required.
- Get Alerts for Hot Leads: If someone’s score indicates they may be thinking about selling or refinancing, you’ll be notified.
- Keep the Conversation Going: Use insights from the report to follow up with relevant, timely outreach.
Why Use Home Report?
In today’s market, relationships matter more than ever. The Home Report is a simple, effective way to:
- Nurture relationships at scale
- Deliver real value without manual follow-up
- Stay ahead of your competition
- Increase repeat and referral business
Connecting Home Report to Shape CRM
To connect your Shape CRM with Home Report, you’ll just need to complete a few quick steps. This setup allows you to automatically send funded borrowers their Home Report and receive activity updates back into Shape - perfect for long-term nurture and remarketing.
What You’ll Need:
- Your unique webhook URL from MBS Highway
- Your Shape CRM ID
- Your Shape Open API Key
- Access to Shape’s drip campaign settings
Step-by-Step Setup:
- In Shape, go to: Settings > Manage Webhooks → Open the webhook titled “Send to Highway’s Home Report.”
- Request your Home Report webhook URL from your MBS Highway account rep. → Paste that URL into the URL field in the webhook settings in Shape.
- Update the placeholder that says “Insert the Shape CRM ID Here” with your actual CRM ID. → Not sure what it is? Email help@setshape.com and we’ll send it over.
- Send your Shape Open API Key to MBS Highway. → You can find it in Shape under: Settings > API Integrations
- Turn on the Home Reports drip campaign: → Go to Settings > Drip Campaigns → Toggle on the “Home Reports” campaign.
Once this is live, Shape will send borrower data to MBS Highway after a loan funds, and you’ll start receiving Home Report activity updates directly back into Shape. You can use this activity to build smart remarketing campaigns, surface referral opportunities, and trigger follow-ups based on borrower engagement.
Supported Home Report Activity Updates in Shape
These events from MBS Highway will automatically flow back into Shape and can be used in automations, filters, and views:
| Event Description | Event Key | Display Name in Shape |
|---|---|---|
|
{Client Name} subscribed to their HomeReport |
homereport_client_opt_in |
Home Report Client Opt In |
|
{Referrer Name} invited {Referee Name} |
homereport_invitation_sent |
Home Report Invitation Sent |
|
{Client Name} interacted with Equity Widget |
homereport_interacted_with_equity_widget |
Interacted With Equity Widget |
|
{Client Name} referred a friend |
homereport_client_referred_friend |
Client Referred Friend |
|
{Client Name} updated loan details |
homereport_updated_loan_details |
Updated Loan Details |
|
{Client Name} updated loan details + home value |
homereport_updated_loan_details_home_value |
Updated Loan Details & Home Value |
|
{Client Name} used the savings calculator |
homereport_interacted_with_savings_calculator |
Interacted With Savings Calculator |
|
{Client Name} updated readiness to move score |
homereport_updated_ready_to_move_rating |
Updated Readiness To Move Score |
|
{Client Name} contacted LO via HomeReport |
homereport_contacted_lo |
Contacted LO Through Home Report |
|
{Client Name} contacted Agent via HomeReport |
homereport_contacted_agent |
Contacted Agent Through Home Report |
|
{Client Name} viewed their HomeReport |
homereport_landingpage_viewed |
Viewed Home Report |
|
{Client Name} viewed market details |
homereport_looked_at_market_details |
Viewed Market Details |
|
{Client Name} viewed Neighborhood Activity |
homereport_interacted_with_neighborhood_activity |
Interacted With Neighborhood Activity |
|
{Client Name} liked a tip |
homereport_liked_tip |
Liked A Tip |
