For realtors, loan officers & tax professionals

Stay in front ofyour clients.For years.

Give clients a tool they actually keep using — a lasting record of what they put into their home — with your name, photo and colours on it. You stay relevant after closing, and continue to add value.

  • Your own branded page to share
  • Sponsor free Pro accounts for clients
  • See what your clients are tracking
  • A weekly digest of what happened

Free to start, no card required.

Your own page

homebasisledger.com/p/jane-agent

Jane Agent

Cascade Realty

Track Your Home Improvements.

Complimentary Pro Account from Jane Agent

Your name, photo and colours on a page you can text or link from a signature. Choose the style, headline and opening lines — we host it.

Why partners use it

A gift that keeps working

Not a fridge magnet. A tool your clients actually open for years — one that quietly builds the records their tax professional will ask for when they sell.

Your name, front and center

Every time a client logs an improvement, you're the professional who set them up. You stay in front of them long after closing, without another cold email.

You look like the pro who thinks ahead

Handing a client a tax-smart tool at closing is the kind of thoughtful touch that earns the referral three years later.

Built for the people at the closing table

Realtors

Give every buyer a closing gift that keeps working — your name on the tool they open each time they improve the home you sold them.

Loan officers

Stay with your borrowers between deals. When they're ready to refinance or buy again, you're the name already on their screen.

Tax professionals

Your clients reach sale time with the improvement records you'd otherwise have to chase — documented, dated, and ready for the return.

Included from free

Your own page, at your own address

Not a profile buried in someone else’s directory — a real page you can text a client, link from your signature, or print on a card. Build it in the designer and watch it change as you type.

  • Three page styles — Classic, Light, or Bold
  • Your own brand colour, carried through the page
  • Your headline and opening lines, in your words
  • Your photo, logo and contact — top of page, bottom, or off
  • Your own web address, yours to change

Pick a colour and the whole page follows it.

homebasisledger.com/p/your-name

Jane Agent

Cascade Realty · (555) 123-4567

Track Your Home Improvements.

Keep a record of what you put into your home, so the money you spend is documented at tax time when you sell.

Complimentary Pro Account from Jane Agent

How it works

  1. 1

    Open your account

    Add your photo, name, and business in a couple of minutes. Free to start, no card.

  2. 2

    Share your link

    Hand clients your personal sign-up link, or send them your branded page. They join in a tap, already tied to you.

  3. 3

    Watch it work

    See what your clients track from your dashboard, and stay top of mind as they log every improvement.

Partner plans

Start free and try the partner tools. Move up when you want to sponsor Pro for your clients — or share it widely and let them subscribe themselves.

Free

Free

one-year trial

3 self-pay clients

Get started

Partner

$12.50/mo

billed monthly

Unlimited self-pay clients

Get started

Partner+

$25/mo

or $250/yr

100 Pro seats

Get started
Recommended

Partner Pro

$50/mo

or $500/yr

250 Pro seats

Get started

Partner Team

$75/mo

or $750/yr

1,000 Pro seats

Get started
Compare all features side by side
FreeFreePartner$12.50/moPartner+$25/moRecommendedPartner Pro$50/moPartner Team$75/mo
Sponsored Pro seats3 self-payUnlimited self-pay1002501,000
Your photo & contact on your clients' pages
Client activity list
Home Coach reminders for your clients
Client import
Branded web page

Partner+, Partner Pro and Partner Team can be billed annually — two months free. Changing plans is hands-on for now — start a partner account and we’ll get you on the right plan.

Questions partners ask

What does it cost my clients?
Your call. On the Free and Partner plans you share the app and clients subscribe to Pro themselves. On the sponsoring tiers (Partner+ and up) you buy Pro seats, so it’s free to the clients you cover — you decide how many.
What do my clients actually get?
A private, lasting record of their home’s improvements, with Home Coach reminders so it stays complete. Free covers one home; Pro adds receipt storage, more properties, and a one-click export for their tax professional.
Do I really get my own page?
Yes — a real page at your own address, with your name, photo, colours and words on it. Set it up in the designer, see it change as you edit, and share the link however you like. It comes with the sponsoring plans (Partner+ and up).
Can I change plans as I grow?
Anytime — move up or down as your book changes. For now we set the change up for you; self-serve checkout is on the way.
Is my clients' data private?
Yes. Every account is walled off at the database level. You see only the clients you sponsor, and only what they choose to track — never their login or their documents. How we keep it safe.
Do I need to be technical?
Not at all. Set up your details, share a link, and you’re done. If you get stuck, we help.

Open a partner account

Set up your details, build your page, and hand clients a link. Free to start, no card required.