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Manually Send HouseValues Reports

Viktoriia Updated by Viktoriia

HouseValues automatically sends the Equity Report welcome email and monthly report updates to your contacts on your behalf. If you would rather review each report before your contacts receive it, you can switch to Manual mode. This article covers how to change the setting, how Manual mode works, and what to know before switching.

Choosing How Reports Are Sent

  1. Click the Account icon in the top right corner and select HouseValues.
  2. Click Edit, choose an option, and click Save.
  • Full Automation (default): all HouseValues contacts automatically receive the initial report email and monthly updates.
  • Manual: you review and send HouseValues report emails to your contacts yourself.
Before you switch to Manual: switching pauses monthly update emails for all contacts currently receiving them, effective immediately. To keep monthly updates going for specific contacts, open each contact's HouseValues tab and click Resume. Report links your contacts already received stay active.

Reviewing and Sending a Report in Manual Mode

Reports are still created automatically for every new HouseValues lead, and your lead still sees their home valuation and a link to their report on HouseValues.com when they sign up. In Manual mode, the emails wait for you.

  1. Open the contact record and click the HouseValues tab.
  2. Click Open Report to review the report. You can adjust details, such as the home value, using the edit options inside the report.
  3. When you are ready, click Send. Your contact receives the welcome email with a link to their report.
Important: sending the first report enrolls the contact to receive automatic monthly updates. There is no option to manually send each monthly update. Until you click Send, the contact receives no report emails.

Contacts Without a Report

If a HouseValues contact does not have a report yet, you will see a Generate Report button on their HouseValues tab. After a few seconds the report is created, and you can review and send it the same way. HouseValues reports are available for HouseValues contacts only.

If report data is not available for the contact's address, you will see a message explaining that. You can click Edit Address if the address on file is incorrect.

Switching Back to Full Automation

Contacts who were receiving updates before you switched to Manual are re-enrolled automatically. Contacts added while you were in Manual mode who never received their first report email stay paused until you click Send for them.

Stopping Updates for One Contact

In Full Automation, you can stop monthly updates for an individual contact at any time. Open their HouseValues tab and click Stop Updates. Click Resume whenever you want them to start again.

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