Home Value Report Software

The home value report your borrowers actually want to open.

Milo is home value report software built for mortgage retention: send fully branded reports that add value to your clients every month, so clients never forget your brand and convert from passive readers to active loans.

Unparalleled accuracy

Stay top of mind

Drive leads on autopilot

$926,915 · primary

Equity unlocked$535K available

Opened 14 days in a rowTier 4 · engaged

⛰

Summit Funding

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40 Wishing Well Ln · Rexford, NY

$926,915

↑ 2.51% vs last month · Prepared by Nick Rutherford

Estimated Home Equity

Value $926,915 · Balance $391,579

$535,336

$926,915

$916,300

$892,000

$938,800

Unlock Equity →

Move-Up Calc

Search Homes

4 AVMs, 1 Source of Truth

Higher accuracy. Higher match rates.
More borrowers reached.

Most home value reports rely on a single value, but no AVM is accurate in all geographies for all property types. Milo runs four AVMs in parallel so you reach more clients with higher accuracy.

Otto
$926K

Quantarium
$916K

Cherre
$892K

Zillow
$938K

$918,500

Best Estimate

Every AVM has blind spots. Together, they don't.

No AVM is perfect for all property types in all markets, so single-AVM tools miss roughly 10% of a database outright. Then they filter again, suppressing anyone who hasn't opened an email in the last three months, which quietly removes about another 20%. That's how their open rates look so healthy: they stopped mailing the people who weren't opening. Milo's blended approach pulls from four industry-leading models simultaneously, weighted by confidence score, so every borrower in your database gets an accurate value that makes you seem like a pro.

98.5%

Match rate, before anyone is filtered out

+28%

More borrowers actually reached, after match and filtering

industry-leading AVMs for unmatched accuracy

BYO

Bring your own AVM if you have a preferred provider

What Sets Milo Apart

Most home value reports look the same.
Milo's was built to make money.

Other Home Value Tools

Generic, templated, and forgettable

Single AVM, then a filter. Roughly 90% matched, then anyone who hasn't opened in three months is suppressed. Close to a third of your database never gets a report.

Co-branded with the vendor. Your borrowers see the tech provider's logo, not yours (think Homebot).

Limited configurability. Pick a template, set a logo, hope it converts.

Behavioral data stays put. Engagement signals never reach your CRM or LOs.

0.1–0.3% lead conversion. Measurable, but barely.

Milo Home Value Reports

Engineered for retention & recapture

4 AVMs for higher match rates & accuracy – 98.5% match rate & advanced suppression rules

Fully white labeled – brand everything from your reports down to the alerts your LOs receive. No Milo anywhere.

Infinitely configurable. Choose from thousands of possible design combinations & settings to tailor Milo to fit your needs

Behavioral signals into your CRM. Every open, click, equity request, and high intent action in real time.

5–35x higher conversion rate than legacy home value tools – turn 1.5–3.5% of your clients into hot leads each month

Why They Open

Borrowers open Milo reports
because they're actually useful.

Milo helps you maintain a personal relationship with each client well after closing by adding value to their life every month, resulting in 3x more opens and a steady stream of hot opportunities.

Smart personalized content that educates your clients so they feel comfortable transacting

Sent from your LOs to maximize deliverability & minimize spam

High open & click rates ensure that your emails land in their inbox, not spam

Mobile-first design with over 80% of visits happening on phone

Inbox · Sarah Mitchell

Chase Bank

Your monthly statement is ready

9:41a

SF
Summit Funding · Nick R.
                opened
              
40 Wishing Well Ln is up $23,200 this month →
8:14a

Zillow Home Loans

Refinance offer, limited time

Yesterday

Rocket Mortgage

5 reasons to refinance today

Yesterday

Redfin

New listings in your saved search

2d ago

Designed Your Way

Build your proprietary customer retention system –
no developer required.

Choose from dozens of configuration settings and thousands of possible design combinations to create a system that feels like you built it in house.

Cadence Control

Choose when and how your reports get sent so your system works on your terms.

Design Studio

Customize designs, logos, colors, themes, subdomain, footer compliance text. Unbridled control over almost every element.

Modular Layouts

Show, hide, and reorder sections of your report layout and pick from nearly 100 variants to create thousands of custom combinations.

Custom Calls to Action

Create up to two custom ad spaces in each report to pitch new products, discounts, partners, cross-sells, or anything else to grow your business.

Advanced Filtering & Sending

Choose from a variety of customer filtering rules to ensure you're always giving good news. Send from your CRM or our system.

Fully Integrated Into Your CRM

Reports, engagement data and intent alerts flow straight into Total Expert, Salesforce, Encompass and the rest, so your loan officers work opportunities where they already work.

Design Studio

Build your unique experience
in our Design Studio.

Milo takes white labeling to a whole different level. You customize every ounce of the report: layout, navigation, typography, which sections appear, what order they run in, and which variant of each one your borrowers see. Thousands of possible design combinations, and no Milo branding anywhere a borrower will look.

app.yourbrand.com / report builder

Start from a template, then set your brand colors, background, theme, typography and how the report navigates.

sections to show, hide or reorder

Up to 6

layout variants per section

starting templates, then make it yours

Milo logos anywhere your borrower looks

Pitch it as your proprietary system, because that's what it looks like. Your borrowers, your recruits and your competitors see your brand and nothing else. We do have to put our name in the disclaimers for legal reasons, and that is the only place it ever appears.

FAQ

Common questions about Milo home value reports.

How is Milo's home value report different from Homebot or MyHomeIQ?

Four big things: (1) Milo uses 4 AVMs to hit a 98.5% match rate vs ~70% for Homebot and HomeIQ, (2) Milo goes beyond slapping a logo in the top left corner. Your Milo instance is fully white-labeled and custom-designed so you can flex it as your "proprietary retention system", (3) Milo's home value reports track more than 40 intent signals and convert at 5–35x the rate of competitors, and (4) Milo sends behavioral data and underlying AVM data directly into your CRM, so your LOs act on opportunities in real time.

Can I bring my own AVM provider?

Yes. Milo allows you to use your own AVM (and even updated servicing loan balances) via API. If you have a preferred provider: CoreLogic, House Canary, or an internal model. Milo can use it alongside our models or use it instead of our models. This can be a great way for large lenders and servicers to get discounted pricing.

Are the reports truly white-labeled, or co-branded with Milo?

Milo's home value reports, loan officer alerts, and weekly roundup emails are all 100% white labeled. We want it to feel like a seamless extension of your brand so you can market it to recruits and customers as your in-house customer retention system. Choose up to 3 colors, design your report, and configure your settings exactly as you would if you built it in house. You won't see Milo anywhere except where legally required.

How can I be sure that Milo will really work?

Since day 1, we've put our money where our mouth is. Milo is the only enterprise home value report provider who doesn't require a contract. Start as small as you want with transparent pay-as-you-go pricing to ensure you're making the right decision. Once you're ready to commit, we'll help you lock in some big discounts. Our typical customer sees a 697% ROI, and we're happy to give references.

What data flows back into my CRM?

There are 3 types of data that can be pushed back to your CRM to help improve customer engagement and retention: (1) Underlying report data including home value, equity, updated LTV, rate savings, report URL, and much more. (2) Email interactions including deliveries, opens and clicks. (3) Every engagement signal including calculator usage, home searches, property visits, CTA clicks, messages, cash-out refi and pre-approval requests, and much more. All engagements are tiered so you know exactly how to prioritize them. See our API & Integrations page for full details.

The home value report your borrowers actually want to open.

Every AVM has blind spots. Together, they don't.

Engineer the perfect post-close experience.Live in minutes. Branded forever.

Engineer the perfect post-close experience.
Live in minutes. Branded forever.