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Home Value Report · annotated preview
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Tier 1Home Value Report
Client Sent Message
Customer sent a direct message to their loan officer from the report.
Tier 2Home Value Report
Unlock Equity Clicked
Clicked the unlock-equity button from the total-equity analysis section. May signal interest in cash-out or selling.
Tier 2Home Value Report
Move-Up Calculator Activity
Clicked "View full income breakdown", running numbers on a step-up purchase.
Tier 3Home Value Report
Started Home Search
Clicked "Search All Homes" from the recently-listed section, top-of-funnel interest in browsing inventory.
Tier 2Custom Ad
Custom Ad Clicks (High Intent)
Engaged with a rates-related CTA in the custom ad slot. The specific link is included in the alert payload.
Tier 2Home Value Report
Loan Timeline Clicked
Dug into the payment schedule. May be running calculations on principal & interest.
March 14, 2026 Home value report

40 Wishing Well Ln

Rexford, NY Edit

Your home value report was prepared by Nick Rutherford and Summit Funding. We're here to guide you through your home's equity and what you can do with it.

NR
Nick Rutherford
Sr. Loan Officer · NMLS #1234567
Home Value HealthExcellent
Access to Equityunlock now →
Monthly Savings PotentialExcellent
[property photo]
Your home's estimated value this month is…
$925,633
▼ 1.66% vs last month ▲ 2.57% vs last year
otto
$925,633−1.0%
Quantarium
$945,285−2.2%
chime
$879,000−1.5%
Zillow
$944,400,

Your estimated
home equity

This estimate shows the home equity you've built over time. When you're ready, you can tap into that equity to finance your next project, consolidate debt, or buy a new home.

Home Value $925,633
Est Mortgage Balance $400,982
Est Home Equity $524,651

How does your mortgage
compare to the market?

See how your current mortgage rate and monthly payment stack up against today's market, and how much you could be saving.

$121/mo
in potential monthly savings, compared to today's average market rate
7.0%
Your current rate
6.36%
Market avg

Beyond your mortgage, build your full financial summit

SUMMIT

Expand your banking relationship with Summit. Discover products designed to help your money grow while keeping your goals within reach.

📈
High-Yield Checking

Earn more on everyday balances, no hidden fees, no surprises.

🏦
Smart Savings Certificates

Lock in competitive returns with flexible 6- to 18-month terms.

Ready to Move Up? Let Your Equity Open New Doors

Your equity could help you upgrade to a new home, and still keep extra cash in your pocket.

$1,018,196
New home you could afford
$188,282
Net cash after 5 years
See how this estimate was calculated.
Comparable Home Price
$876,977
Estimated Cash-Out
$20,455
Estimated Equity
$498,154
Down Payment Reserves
$202,000

Explore nearby homes for sale

Downsize
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15 Tamarack St, Saratoga Lake, NY
$956,860
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$950,000
🛏 3🛁 4📐 2,876
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15 Faulkner Dr Unit 15, Waterford, NY
$956,000
🛏 4🛁 3📐 3,189
♡
11 Faulkner Drive Lot 5, Waterford, NY
$970,000
🛏 4🛁 3📐 2,621

Put your home equity to work

Learn how you can use your home's equity to make improvements, pay off debt, or fund your next big life goal.

$432,088
Maximum potential cash available
Available cash based on your home's estimated value. Actual cash available may be higher or lower.
Consolidate Debt

Combine your debts into one manageable monthly payment using your home's equity.

Estimate Savings
Home Improvements

Refresh your kitchen, bathroom, or tackle that long-overdue project.

Explore Renovation Options
Invest in Your Future

Use your equity to fund big events, such as wedding, tuition, vacation, or new car.

See Investment Scenarios
Buy an Investment Property

Use your equity to invest in a second home, rental, or vacation getaway.

Start New Property Plan

Rates are climbing the mountain, secure your advantage now

Check today's mortgage and home-equity rates, and see how your equity can work harder for you.

SUMMIT

See How Your Home Value Has Trended

Track the estimated value of your home month-by-month, based on trusted data sources.

Value decreased −$37,000 (↓ 1.06% since created in Feb '26)
965K 945K 925K 905K 885K $925K Mar '26 Feb Mar Apr May Jun Jul Aug Sep Oct Nov
* Your today's-vs-your-summary, as designed. Check back next month for the most up-to-date history.
$49,018Paid towards balance
$400,982Remaining

Great Progress, You've Already Paid $49,018 Toward Your Loan Balance

This month, you'll pay another $688 towards your loan balance.

Which option do you want to explore next?

Here's how you can use your equity or plan your next step.

Estimate your home buying budget

Start by estimating how much home you can afford.

Estimate
Take money out of your home

Explore options to access your equity, without selling.

Explore
Learn about selling your home

Get a market-ready plan and selling strategy.

Learn More
NR
Book a personalized loan consultation

Review your loan or refinance plan with a quick 15-minute call.

Book a Call

Speak with your advisor

We're here to help you plan your next move, from affordable tools to expert local agents ready to support you every step of the way.

NR
SUMMIT
Tier 1Home Value Report
Inbound Call
A direct call was made from the customer's Home Value Report.
Tier 1Home Value Report
Application Started
Clicked the start-application button from the payment-comparison section of the report.
Tier 1Home Value Report
Estimate My Homebuying Budget
Wants to see how much they can pre-qualify for on a new-home purchase.
Tier 1Home Search
Pre-Qualification Request
Requested a pre-qualification from the branded home-search experience.
Tier 2Home Value Report
Explore Selling Options
Engaged with the "put your equity to work" cards: exploring renovation, debt consolidation, or investment options.
Tier 1Home Value Report
Talk to My Loan Officer
Customer requested that a loan officer reach out.
Tier 1Home Value Report
Talk to My Loan Officer
Booked a loan review from the bottom-of-page advisor block.