Stay in front of your clients — for years
For realtors, loan officers, and tax professionals. Offer HomeBasisLedger to your clients as a genuinely useful resource — one that keeps you top of mind every time they think about their home.
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.
How it works
- 1
Open your account
Add your photo, name, and business in a couple of minutes. Free to start, no card.
- 2
Share your link
Hand clients your personal sign-up link. They join in a tap, already tied to you.
- 3
Watch it work
See what your clients track from your dashboard, and stay top of mind as they log every improvement.
Your clients see you, not us
Your photo, name, and contact sit at the top of every client’s record — so the tool that keeps working for them keeps your name in front of them.
Your home record, set up by
Jane Agent
Cascade Realty · (555) 123-4567
A sample of what your clients see at the top of their record.
Partner plans
Start free with three clients. Move up when you want to sponsor Pro for more of them — or share it widely and let clients subscribe themselves.
Compare all features side by side
| FreeFree | Partner$11.95/mo | Partner+$24.95/mo | RecommendedPartner Pro$50/mo | Partner Team$75/mo | |
|---|---|---|---|---|---|
| Sponsored Pro seats | 3 | Self-pay | 100 | 250 | 1,000 |
| Your photo & contact on your clients' pages | |||||
| Client activity list | — | ||||
| Home Coach reminders for your clients | — | ||||
| Client importSoon | — | ||||
| Notification updatesSoon | — | ||||
| Branded web pageSoon | — | — | |||
| Referral growth toolsSoon | — | — |
Soon marks features we’re rolling out. Paid tiers include annual billing (about 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?
What do my clients actually get?
Can I change plans as I grow?
Is my clients' data private?
Do I need to be technical?
Open a partner account
Set up your details, get a link to hand your clients, and watch what they track. Free to start.