Table of Contents
- It starts with a search
- They land on HouseValues.com
- They share their contact info
- They see their initial value β and meet you
- They access their full HouseValues report
- The lead is delivered to you
- The engagement journey works on your behalf
- Real-time engagement signals
- The monthly HouseValues report keeps working
- Your best moves at each stage
- Questions or want to learn more?
HouseValues Lead Experience
- It starts with a search
- They land on HouseValues.com
- They share their contact info
- They see their initial value β and meet you
- They access their full HouseValues report
- The lead is delivered to you
- The engagement journey works on your behalf
- Real-time engagement signals
- The monthly HouseValues report keeps working
- Your best moves at each stage
- Questions or want to learn more?
What does a HouseValues lead experience before β and after β they reach you? Understanding the full journey helps you plan your follow-up, read the engagement signals, and convert more leads.
It starts with a search
The homeowner starts online β searching "What is my home worth?" and clicking an ad for HouseValues.com.
They land on HouseValues.com
The HouseValues.com homepage is built around a single action: enter your address.
They share their contact info
Next, a streamlined form. Address confirmed at the top. The homeowner is asked for their full name and email (required), along with their phone number, relationship to the property, and selling timeline.
The form sets the expectation upfront: "These details help match you with the right Local Expert." The homeowner knows from the start they're being introduced to an agent.
They see their initial value β and meet you
The instant the homeowner submits the form, they land on a personalized results page headlined "You're All Set! Your Home Value Report Is Ready."
They see:
- Their estimated market value with a suggested range
- A teased preview of mortgage balance and home remodeling ROI β blurred, signaling there's more in the full report
- A "View My Full Valuation Report" button to open the full interactive report
And right on the same page β before they've even opened their email β they meet you. Your photo, name, brokerage, and contact info appear alongside a personal message. A "Discuss My Home's Value" button is right there if they want to reach out directly.
They access their full HouseValues report
The homeowner can open their full HouseValues report two ways:
- From the post-submit page, by clicking "View My Full Valuation Report" β opens the full interactive report in a new tab
- From email, sent through HouseValues on your behalf moments after registration
Either path takes them to the same place β the full interactive HouseValues report, the heart of the new experience.
The report includes:
- Current home value β interactive, adjustable based on property details
- Equity position β how much equity they have today
- Renovation ROI β which home improvements add real value
- Mortgage breakdown β balance, current rate, payment acceleration scenarios
- Direct Q&A with you β pre-defined and custom questions they can send
The report is agent-branded throughout β your name, photo, and contact info appear on every section. The homeowner is engaging with their financial picture through you, not through a faceless tool.
The lead is delivered to you
The lead lands in your Market Leader CRM. You get a real-time email and SMS notification, and a Hand RaiseΒ alert appears on your dashboard pointing you to your next move.
Click the lead's name to open their detail page β this is where the new experience really shows up on your side.
What you'll see in the CRM
- The HouseValues tile β at-a-glance home value, equity position, mortgage interest rate, and key property data. Plus a link to review the report (and adjust it with your expert opinion if needed).
- The HouseValues tab β manage the report and view send history.
- The Activity Feed β everything the homeowner has done: report sections explored, scenarios modeled, questions asked, listings viewed. You're not starting from a name and an email β you're starting from a real homeowner you already know.
The engagement journey works on your behalf
Every new HouseValues lead is automatically enrolled in a relationship-first engagement campaign β 27 coordinated touchpoints over 60 days β designed to keep the homeowner engaged while you focus on the conversations that matter.
The journey flows across:
- Personal-style emails (designed to look like they're coming directly from you)
- Text messages
- Listing alerts based on their property and area
- The monthly HouseValues report (more on that next)
- Your branded monthly newsletter
When the homeowner responds to any of it, you get a Hand Raise alert β your cue to step in.
Real-time engagement signals
Every homeowner interaction β with the report, listing alerts, or your emails β flows back to your CRM in real time. For significant moments, you also get instant email and text notifications, so you can step in right away.
You'll see signals like:
- Report opens and re-opens β when they keep checking their numbers
- Parameters adjusted β updating their home value or mortgage details
- Questions asked β pre-defined and custom questions sent directly to you
- Selling intent indicated β when they tell us they're considering selling
- Email opens, clicks, and replies to emails and texts β engagement with your nurture flow
- Saved listings and favorited searches β what they're watching in your area
- Website visits β when they're exploring your Market Leader website and viewing specific listings
The signals don't replace your judgment β they point you toward the right lead at the right moment. A homeowner adjusts their mortgage scenarios. Re-opens their report three times in a week. Saves a listing nearby. That's intent.
When you reach out, you're not cold-calling. You're stepping into a conversation that's already in progress.
The monthly HouseValues report keeps working
The first 60 days are the launch β but the engagement doesn't stop there.
Every homeowner continues to receive their updated personalized monthly HouseValues report, branded to you, for as long as they're in your pipeline. Each month, they (and you) see:
- Updated home value and equity numbers
- Current market rates and mortgage state
- New questions and conversation prompts directed to you
This keeps you front and center β month after month β until the homeowner is ready to act. Many homeowners aren't ready to list within 60 days. The monthly report makes sure you're the one they think of when they are.
Your best moves at each stage
Stage | Your best move |
Lead arrives | Open the lead in your CRM. Review the HouseValues report and Activity Feed before you reach out. Walk in informed. |
First outreach | Reference what they explored. "Noticed you updated your home's value to reflect the remodeling work you've done β happy to share other renovation ideas with strong ROI potential if you're thinking about more updates down the line." You're not pitching, you're picking up a thread they started. |
A lead arrives without a HouseValues report | Introduce yourself warmly, ask about their selling timeline and goals, and start a real conversation. They opted in expecting to hear from a real estate professional β be that professional. |
No immediate response | Don't write the lead off. The engagement journey is working on your behalf β let it. Watch the Activity Feed for the next signal. |
They re-engage with their report or any of your touchpoints | This is the signal. Reach out within hours, not days. Reference what they did: "Saw you adjusted your mortgage balance β anything I can help model out?" |
They ask a Q&A question through the report | Respond directly and quickly. They've handed you a conversation starter. |
They go quiet for weeks or months | The monthly report is keeping you visible. Keep adding occasional personal touches β local market notes, listing updates, a quick check-in. |
They show selling intent | This is the moment. Move to a phone or in-person conversation as fast as you can. |
Questions or want to learn more?
Want to explore additional lead volume or newly available areas? Reach out and we'll pull current availability for your market.
