Create client accounts
Add a homeowner with their name and email. They get a welcome message with sign-in details, and you can resend it whenever it goes missing.
For real estate professionals
Stay in your past clients’ lives without chasing them
Most agents lose touch within eighteen months of closing. Give your clients a tool they actually open — their own equity dashboard — and you are still there when they are ready to move.
The retention problem
Your best source of business is the client you already closed
And the reason they drift is simple: after closing, you have nothing genuinely useful to send them. A market update is not useful. Their own equity is.
The usual approach
- A monthly market newsletter nobody opens.
- A pop-by gift once a year, if you remember.
- A CRM full of contacts you have not spoken to since closing.
- No idea which clients are approaching a decision.
- A platform that owns the relationship and the data.
With a client portal
- Clients log in to check their own equity, on their own schedule.
- An annual review gives you a natural, welcome reason to call.
- Branded PDF reports you can send in seconds.
- A document vault that makes their next transaction easier — and yours.
- Everything hosted on your own site, under your own brand.
The realtor portal
Manage every client account from one screen
A dashboard with your name on it
Your clients see a branded homeowner dashboard, not a third-party product with your logo bolted on the side.
Annual equity reviews
A dated yearly checkpoint for each client is a genuine reason to reach out — and a conversation that starts with good news.
Branded PDF reports
Generate a professional Home Financial Snapshot report with your branding and send it in a single click.
A vault that helps the next deal
When a client keeps their closing documents and policies organised, their next transaction moves faster — and you look like the reason.
Your data stays yours
Client records live in your own site’s database. No third-party platform sits between you and your relationships.
Getting started
You could be live this week
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1
Get your realtor account
Get in touch and we set up your portal access, then walk you through it. No long onboarding.
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2
Invite your past clients
Start with the twenty people most likely to move in the next two years. Their accounts are free, forever.
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3
Review once a year
Send each client their annual equity review on the anniversary of their closing. It is the easiest call you will make all year.
Questions
From agents and brokers
How is this different from Homebot or myhomeIQ?
Those products email your clients a report from their platform. The Penny Planter gives your clients a genuine account on a site you control — a dashboard, a document vault, a net worth tracker — and the data lives in your own database rather than a third party’s. Clients come back because the tools are useful, not because an email arrived.
Do my clients have to pay anything?
No. Every homeowner tool is free for them, permanently — the calculator, dashboard, net worth tracker, document vault and annual review. There is no card on file and nothing expires.
How do clients get set up?
From the realtor portal you create a homeowner account with their name and email. They receive a welcome email with sign-in details, and you can resend it at any time if it gets lost.
Can I see my clients’ financial details?
You can see the accounts you created and manage them, but the portal is designed around account administration rather than surveillance of personal finances. Be straightforward with clients about what you can see — trust is the whole point of the tool.
What happens if a client changes agent?
Their account and data belong to them and stay with the site. You can remove a homeowner from your managed list without deleting their records.