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In this training, we’ll walk through Home Monitor, your new way to stay connected with clients by delivering real-time home value insights, equity updates, and local market intelligence — all wrapped in a user-friendly experience.

Most homeowners have no idea how much equity they’ve built — or when it’s the right time to act. Most mortgage follow-ups go ignored. Home Monitor changes that.

Every client sees real-time updates on their home value.

Plus market trends in their zip code,like days on market,

or recent sale prices in comprable homes and neighborhoods

The Equity Tracking feature is one of the best triggers for refinancing or a HELOC conversation.

Keep your clients engaged when they're looking to get cash-out or lower their monthly payments.

The purchase calculator will engage them as they explore options, whether they're considering upsizing, downsizing, or purchasing a new home.

They can explore their neighborhood, or other neighborhoods, compare values nearby, and get helpful points of interest — positioning you as the go-to advisor.

This isn’t just about information — it's staying top of mind.

It’s about positioning yourself as the trusted advisor. triggering real opportunities.

You're not just another lender. You're a lender that delivers real value

Your dashboard shows you exactly who’s active, how often they’re engaging, and what they’re looking at. You’ll see names, recent activity, and even the screens they last viewed—so you always know who’s actively engage.

This isn’t just another tool. It’s built to give you insight before your clients start searching on other platforms. That means you can connect sooner, stay top of mind, and earn their business before anyone else does.

Now that you're familiar with how Home Monitor will make you their trusted advisor. Here's how to get started.

To get started, navigate to www . tabrasa . io and click the link for T1 Login

Enter your username and password. Your username is your email address.

If you don't know your password, don't worry, just click the reset password link and you'll receive an email to update your password.

Once logged in, click the Home Monitor link.

Click the Enable Home Monitor button to activate Home Monitor and start managing your campaign's contacts.

A pop-up will appear with details on how the campaign works and where to view your results. Click "Enable" again to confirm. Once activated, the campaign will run daily, automatically including any new contacts added the previous day. Monthly reports will begin one month after each contact's first report is generated.

The Manage Contacts tab in Home Monitor allows you to add, remove, or update client information for your campaign.

Contacts are grouped into five categories:

Add Contacts...

Pending Verification...

Active Contacts...

Failed Matches...

and, Needs Info.

The Add Contacts tab includes contacts that can be enrolled in the Home Monitor campaign. These contacts already have verified address matches.

Use filters like Name,

Source, where your leads originated,

Status - What Stage the opportunity is in. Lead, In Process, Closed, Adverse. Most often, your choice will be Closed Loans.

State - This allows you to limit or pinpoint specific states to target in this campaign.

You can also use the Tags filter to further refine your list based on custom labels, if needed.

In summary, in the Add Contacts tab, you can use filters to refine your contact list and target the right audience for your campaign. The most commonly used filter is Closed in the Status filter, which allows you to focus specifically on your closed loans. This allows you to remain engaged with your clients after your transaction completes and establishes you as their trusted advisor.

Once you have filtered your contacts, you can select the top most box next to name to select all of your contacts in the filter.

Or select individual contacts manually.

You can also use the New button to manually add a new contact.

After selecting contacts, click Add to Home Monitor.

Click Yes to confirm and enroll the selected contacts.

Pending Verification. This tab shows selected contacts that are currently being revalidated. They typically move to Active Contacts within 15 - 20 minutes. For larger datasets, the time to move out of pending could take up to an hour. If verification fails, they will move to Failed Matches.

Active Contacts. These are the contacts currently enrolled in your Home Monitor campaign.

Click the view icon to see exactly what your client sees in their portal.

In the Active Contacts view, you can also filter your contacts,

view email activity,

see their date added, and more.

We’ll cover how to remove contacts later—after we take a look at the dashboard.

Failed Matches.These contacts couldn’t be matched to addresses in the A-V-M data.

In failed matches, you can click the verified info button and update their address.

Here you'll have a chance to update and verify the new address. [pause] If it’s verified, you’ll be prompted to add them to the campaign.”

Needs Info. Contacts in this tab have missing or incomplete address details.

To fix these: Click Verify Address

Select Search by street address Enter a full or partial address, example 123 Main St.

Select the correct match from the list (example, 123 West Main Street, Logan, Ohio)

Click Add to Home Monitor This will move the contact into the Home Monitor Campaign.

Here’s a quick recap on managing your contacts:When you're adding contacts to the campaign, the most common filter is 'Closed Loans.''.

Select that filter, and add them to the campaign.

''Needs Info' can feel like a long list, but it’s easy to chip away at over time.

You can also filter and remove clients from the campaign right here in Active Contacts.We’ll go over that step after we explore how to review your opportunities.

Now that you know how to add and remove contacts from your campaign, let’s take a look at your dashboard. This is your go-to spot for real-time insights—showing you who’s engaging and when—so you can follow up with the right people at the right time.

Let's get started. Click the dashboard tab.

At the top of your dashboard, you’ll see per-page summaries that show how your clients are interacting with each section of the portal.

DIrectly beneath the page view summary you'll find the Activity Trends. This view can be updated to display the activity from the last 7 days, 30 days, 90 days or 180 days to help you see peak days and pages viewd.

Now let’s look at three key insights from your dashboard: Most Recent Viewers, Most Active, and Contact-Level Stats. Each one gives you a unique view into client behavior and engagement.

The 'Most Recent' insight shows you which clients were active most recently—including the date of their last event and the page they viewed.This gives you a clear signal of who’s currently engaged, so you can follow up while you’re still top of mind.

The 'Most Active' insight highlights your most engaged clients.You’ll see an engagement level—High, Medium, or Low—plus their total activity and the page they view most often.This helps you quickly spot who’s consistently interacting and where they are interacting, so you know where to focus your attention.

The 'Contact-Level Stats' insight gives you a detailed breakdown of individual engagement.

Contacts are listed by activity level,

with data like total email opens,

number of logins,

and how often each page has been viewed.

It’s a powerful way to understand who’s most interested—and what they’re engaging with.

Now that you know where to find engagement insights, let’s walk through how to use them to follow up, research your clients, and take meaningful action.

Each insight includes a preview into your client’s portal. This lets you see exactly what they see—so you can follow up with context and confidence.

Click on any client’s name to view their full transaction history.

You’ll see public records like who they bought from, mortgages, lines of credit, and more.This gives you a strong understanding of their financial background, with detailed info for each transaction.

The transaction history view also lets you leave notes,

access their CRM contact record in a new window

or send a direct email.Just click their email address, and a new message window will pop up—with a link to their portal included.

If you’ve spoken to the client, you can add a tag directly under their name.This tag can represent the outcome of the conversation—like a disposition—and can later be used to filter andremove them from your campaign if needed. These tags also appear in your CRM, where you can filter your views by tag to keep yourpipeline organized and actionable.

If the client sees an incorrect mortgage or AVM value in their portal, they can update it themselves with just a few clicks.

And as a loan officer, you can also make those updates directly from the transaction history view using the update button.

You’ve just seen how to use your dashboard insights to understand client engagement, review financial history, and take meaningful follow-up actions.Now that you’ve added notes and tags, let’s head back to your Active Contacts.Here, you can filter by tag to find clients with a specific outcome—and remove them from your campaign if needed.

Back in Active Contacts, use the filter to find clients with the tag you added.Then, simply check them individually or on the topmost level to select all.

Then click the remove from Campaign button to remove them. It’s a quick way to keep your outreach focused on the right people—based on real conversations and engagement.

You’ve now seen how Home Monitor keeps you connected—helping you stay top of mind with real-time insights, client-level detail, and the ability to take action with confidence.From adding contacts to reviewing engagement and filtering based on outcomes, you now have the tools to make every follow-up count.

You’re not just another lender sending updates—you’re a trusted advisor delivering meaningful insights, tailored to each client. With Home Monitor, you're part of their journey—not just at the closing table, but every step beyond it.

Ready to put Home Monitor to work? Log in, review your dashboard, and check in with your clients.The tools are here. The insights are ready.Now it’s your move.

If you have any questions along the way, reach out to your trainer or system administrator.You can also contact Tabrasa Support anytime via the chatbot in the lower corner of your screen or at [email protected].

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