A seller asks what their home is worth and gets a real report. You get a lead who has already told you their address.
The home value question is the best lead magnet in the business because the person asking has told you the one thing you needed to know. Beverly runs it end to end: the request, the report, the delivery, and the conversation that follows.
- They ask. Through a Beverly hosted page, a form of yours, or a piece of marketing you ran.
- Beverly builds the report. A range rather than a single number, built from comparable sales, presented as something a homeowner will actually read. For a cash offer enquiry it also models what an investor and an instant buyer would likely pay.
- Beverly checks where to send it. The report does not fire off on a timer. Beverly asks the lead to confirm the address to send it to, and only sends once they answer. A lead who went quiet and writes back later, even days later and about something else, is asked that question again in Beverly's reply, at most once every few days. You can also send it yourself at any point.
- The texts start. Beverly texts about the report, answers what they ask, and works towards a conversation about listing.
The first textYour team chooses the first text a new home value request gets, in Settings, under Leads, then Reports, or by telling Beverly in the chat (use the new home value first text, or switch back to the classic first text); the person who runs your team makes the change, and Beverly asks for a yes first. Classic is every team's choice until it picks otherwise: it thanks them for the request and asks what upgrades or special features to factor in before the numbers are run, which is the text teams have been sending. New is in testing with our own team. With an invented name and street, it reads: Hi Rosa, this is Beverly, Dana's assistant. We received your home value request. Homes like yours around Oak Hollow Dr sold between $440,000 and $675,000 this fall. What's the one thing you'd change about the house before you listed it? The low and high are the typical values of the lower third and the upper third of homes across the zip code, from a public home value index that is updated monthly and built from sales, rounded to the nearest $5,000. They never describe the street itself, and the text names the street without the house number. Every team's leads get the same numbers from the same public source, whatever MLS access the team has; MLS data is used only when you run a CMA yourself. New goes only when the zip code has recent figures: where it has none, or the new text cannot be put together, the lead gets the classic text instead. A lead who has already written to you in Spanish or Vietnamese gets the new text in that language. When a lead answers the new text, Beverly's reply says one short line about their answer and then asks whether the email you have for them is the best one to send the report to, or asks for an email when there is none on file. A yes or a new address sends the report there; a no means no report, and the conversation carries on. A lead who does not answer either text is asked the same email question the next day.
It goes out as you, or not at allIf you have not connected a sending address, Beverly does not fall back to sending from somewhere generic. The email is held and the report link is handed to you instead, so you can send it yourself.
The cash offer questionnaireA seller who asks for a cash offer fills in a short questionnaire: the address, the home, when they want to move, its condition and anything worth knowing, plus four optional taps from the questions you ask before an appointment (what is left on the loan, the main reason for selling, where they are headed next, and whether everyone who decides can be there). Their screen shows no number. It says you will walk them through their real numbers after a quick 15-minute look at the home, and it offers a walkthrough and a photo upload. The ranges are still worked out, and they are on the lead record for you, marked as never shown to the seller. The taps land with your appointment questionnaire's answers, so that questionnaire does not ask them again. Right above the send button is an unticked box agreeing that your team and Beverly may text them about the request, in your team's name. The send button stays greyed out until the box is ticked, and the questionnaire is refused without it even if someone gets around the page. The exact words they read, the language, the time and the page are saved with the lead. The page, the box included, opens in English, Spanish or Vietnamese, following the reader's phone.
Beverly's text and email after the questionnaireWithin a minute of the questionnaire and at any hour, Beverly sends one email in your home value email's colours and signature, with what they told you, what happens next, the walkthrough link and, without photos, the photo link. Beverly texts them at the same moment, also at any hour, one version when photos came in and one when they did not, asking which of two windows suits a 15-minute walkthrough. If no photos and no reply come in 24 hours, one gentle text offers either, inside your usual texting hours. A number on your do-not-contact list gets no text. The generic texts stop for that seller, and Beverly's replies know what they told you, with the numbers marked as never to be said and taken back out of a reply in code if one slips in. The texts and the email are written in English, Spanish and Vietnamese. On a team that approves first texts, a brand new seller gets that team's usual first text instead.
Your home value pageThe same questionnaire, asking what the home could sell for instead of for a cash offer, on its own link that you turn on in Settings, under Reports, next to your cash offer link: the same few taps and the same box for texts, with no cash wording and no number on the page. When it is sent, the person becomes a home value lead, or is added to the record you already have for their phone rather than made twice, and the home value report goes to the email they typed without Beverly asking whether it is the right one; if your reports are not automatic, it waits for your numbers instead. Beverly's first text for a home value request goes out at once, at any hour, and someone already on your board gets the report's own text instead; the page cannot be sent without the box for texts ticked. The comment keyword VALUE sends this page, and CASH sends the cash offer page.
DisclosuresThe disclosures your state requires are attached to the report, and the report carries a plain statement that it is not an appraisal. Texas has been reviewed by an attorney. Everywhere else is our own research, which is why the wording is yours to override.
Where the numbers come fromThe value range is built from comparable sales data and from what you enter. Figures from the big listing portals appear as context, not as a source we integrate with, and the report says so.