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Your Monthly Home Wealth Digest

FULLY UNDERSTAND YOUR WEALTH THROUGH REAL ESTATE AND ALL OF THE PERSONALIZED OPTIONS YOU HAVE. AND EVEN BETTER, WATCH AS IT CHANGES EACH MONTH!

Our Top Tips For You:


The digest is made up of different modules that help you understand what you can and should be doing with your wealth. Let’s explore them!

  • Tune Your Value

    • We recommend tuning your home value every 6 months. This allows our team to complete a comparative market analysis to deliver you the most accurate home value estimation and optimize your wealth digest. Don’t rely on Zillow and Redfin algorithms that are not accurate, ensure accuracy by having us do the work for you.

  • Principal Payments

    • See how much you’ve paid towards principal and interest, and how much you could save by increasing monthly payments.

  • Home Insurance

    • Get reminded to check in with your home insurance before it renews and make sure you’re not overpaying.

  • Mortgage Insurance

    • Find out if you might be able to refinance or eliminate your mortgage insurance all together!

  • Refinancing & Principal Vs. Interest

    • Understand how interest can add up over time and compare refinance options to make smarter wealth-building decisions.

  • Purchasing Power

    • See what you can afford with the equity in your home, such as buying a second home as an investment property or trading up to a bigger home.

  • Equity Explorer

    • Learn even more about how you can leverage and protect your equity in various ways, such as paying down student loans, making home improvements, and eliminating credit card debt.

  • Short-Term Rental

    • Check out how well your home could perform as a short-term rental such as how much income you could generate and how much time you can shave off of your loan payments.

When you're navigating the complex and ever-changing landscape of real estate finance, it can be difficult to fully grasp your wealth. Not only does that become increasingly true with every purchase or sale - but also as we live through a time when values change by greater amounts than they used to. But now there's an app for that: With Homebot we are excited about helping all our clients better track and build up equity too!


This monthly digest will become your new favorite report to read each month because it’s uniquely tailored to you and changes over time. You'll get information on savings possibilities, if it makes sense to pay your home down faster, or renting out a room in the house through AirBNB. If this sounds like something that would be of interest for you then I recommend signing up with them today!

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If you already own a home, your monthly subscription to this service will be covered by us so that you can focus on what matters; stewarding your investment wisely.

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