The Ultimate Home Portal
Turn engagement with prospects and clients into referral and repeat business.
Hi, I’m Brent Knapp
Let me introduce Assurance Home Loan’s homeowner engagement platform.
To win the next transaction, stay connected to every homeowner in your sphere and deliver meaningful value at scale through personalized home management portals.
Extend your trusted brand
Full white-labeling solutions to build your brand and stay connected, including logos, colors, email domain, and digital business cards
Weekly touchpoints on autopilot
Deliver branded content that’s relevant, timely, and personalized to each homeowner to add value for years
Boost your referral business
Boost referral business by embedding your preferred partners inside homeowner portals, where clients can access your network all in one place
Stay connected and deliver value for years.
Help past clients, sphere contacts, and leads build wealth and manage their home in one place.
Monitor home value and equity
Manage maintenance, repairs, improvements, design and furnishing
View nearby listings, recent sales, and real estate trends
Embed your professional network
From their homeowner portals, clients can hire your recommended home pros to:
Manage home maintenance tasks
Make repairs when things break
Complete home improvement projects
Stay top of mind with branded communications
Each week, homeowners receive personalized content across a variety of subjects on autopilot.
Track equity growth
Manage the home
Get home services
Track the real estate market
Track engagement and find the next sales opportunities
Monitor homeowner activity in one centralized dashboard to predict when they’ll need you next.
View signals for future transactions
Track referrals to service pros
Better understand your client's needs to follow up when it's time
Be there when it’s time to move
Homeowners move about once a decade. From their portal, they can:
Track interest rates
View purchasing power
Explore nearby listings
Reconnect with you when it's time to buy and sell again
Use Cases
Engagement strategies for each type of client in your database to ensure you never miss an opportunity.
Nurture Leads
Prospect Farm
Nurture Contacts
Bundle Services
Closing Gift
Co-market with partners
Invest in your growth.
Nurture leads, sphere contacts, and past clients until they’re ready to buy, sell, or borrow again.