Next Gen Reports vs. Legacy Reports: What’s New, What’s Better and Why It Matters

Stop Wasting Time Recreating Reports—Build Templates That Work for You
Invest 30 minutes customizing 2-3 templates for your main client types or farm areas. Then, use them over and over. This saves hours weekly and keeps your messaging sharp and consistent.

Use the Dynamic Link as a Conversation Starter, Not Just a Report
Don’t just email a link and forget it. Follow up a few days later referencing fresh market changes in that report. It’s a low-effort way to keep clients engaged and your name top of mind.

Brand Every Report, But Keep the Message Real
Clients don’t want a brochure. They want you. Make sure your branding feels authentic and your message addresses what they care about, such as local market shifts or timing their move.

Leverage Mobile to Win on the Spot
If you’re out in the field and a client asks for market info, send a tailored report right then and there. Instant delivery = instant credibility.

Make Custom Pages Your Secret Weapon
Instead of generic extras, add just one or two pages that address your client’s situation specifically. For sellers, maybe a quick “How to Prepare Your Home to Sell Fast.” For buyers, a neighborhood lifestyle guide.

Don’t Just Share—Create a Routine Around Reports
Use Next Gen Reports as part of your own email or text drip campaign. With fresh data every 48 hours, they’re ideal for monthly check-ins that keep you top of mind… and turn passive contacts into active clients.

Combine With Lead Capture Smartly
Your report is the opening, not the entire funnel. Pair that link with a quick invite to chat, a market update webinar or a buyer’s list sign-up on a separate, simple form.