Wealth Report
Equity, appreciation, sell-vs-hold — the conversation that wins listings.
The Wealth Report turns 'how much is my house worth' into a 12-month listing conversation. It models a homeowner's current equity, projected appreciation, and the financial difference between selling now vs. holding — so you walk into every listing appointment with the math already done.
Who it's for
- Listing agents who want to convert farm-area conversations into appointments
- Top producers building a referral pipeline from past clients
- Investor-focused agents modeling sell-vs-1031 scenarios
What it solves
- Homeowners don't think about their house as a financial asset until you show them the math.
- Sell-vs-hold conversations are usually intuition; they should be a report.
- Equity, debt, and tax assumptions need to be modeled — not estimated.
How it works
- Step 1Enter the address, current value, and mortgage details.Pull from MLS or public record where possible.
- Step 2Set appreciation, hold horizon, and tax basis.Conservative, base, and aggressive scenarios run side-by-side.
- Step 3Send a branded Wealth Report.Past clients reply. New homeowners book appointments.
Example output
Frequently asked questions
No — a CMA tells a seller what their home is worth. A Wealth Report tells them what their financial position looks like over the next 1, 5, and 10 years. Different conversation, different result.
Yes — and that's how most top producers use it. A quarterly Wealth Report to your past clients is the highest-conversion farm-letter format in this product.
Yes — sell-vs-hold, cap-rate progression, and basic 1031 framing are all included.
Try Wealth Report free for 7 days
No credit card required for the trial. Brand every report with your name and headshot.