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Monthly home value email ​

Every month, Yapii can email each of your homeowner contacts an estimate of their home's value and recent sales nearby. It keeps you in touch with homeowners every month, and it's often the first sign that one of them is thinking about selling.

What the homeowner receives ​

The homeowner dashboard ​

The link opens a page about their home. The homeowner doesn't need an account. Opening it takes two short steps, and the page shows no dollar figure until they are done.

  1. Is this your home? shows the address on file with its bedrooms, bathrooms, square feet, year built and lot size. Confirm home goes on to the next step. Not mine? Add new lets them type their own address instead (see When the homeowner types a different address).
  2. Last step: confirm your details has their name, email and phone, and the full permission wording to be contacted, on the screen above a Continue button.

Pressing Continue is the claim (see below), and the dashboard opens with their numbers. Then the homeowner can:

  • see their estimated value, how it's changed, and nearby sales;
  • see their mortgage rate and how rates have moved. The rate card always shows a rate: if none is on record, it is estimated from the loan date or, failing that, the date the home last sold, and it says it is an estimate. A small chart sets their rate against rates since their loan began (or since the home last sold, or over the last 10 years);
  • use Your options: Sell my home, See what it could sell for, Refinance and Stay and track my value. The first two send you a request, Refinance opens a message box with a starter sentence, and the last just shows how the value has moved over the past year. Nothing is sent until the homeowner presses a button;
  • ask you a question, or ask for a full market analysis (a CMA). A short strip under the estimate, equity, rate and property details cards offers a question about that card, with your agent's first name on the button, and the equity strip offers Book my free review. Your copy of the request says which card it came from, for example "Asked from: Equity card". The strips and Your options appear only after the claim;
  • correct details about the home;
  • add their mortgage balance. Until they do, the equity card shows a button, Add your balance to see equity, in place of a guess. Yapii leaves out a figure it does not have: a home with no bedrooms, baths, year built or tax record on file shows none, the Tax Assessment card appears only when there is real tax data, and the Value History card appears only when there is a real value and adds its forecast only when there is growth to base it on. The Rising, Stable or Declining Market badge appears only once Yapii has at least two value readings for the home, and the change shown on the Value History card says "over 12 months" only when the earlier reading really is about a year old; otherwise it names the month it counts from;
  • set up value alerts, or share the report;
  • update their email preferences, or unsubscribe.

When a homeowner sends a message from the dashboard, it also lands in your Inbox as an email conversation under their name, marked From the homeowner dashboard. Nothing is sent to the homeowner when they write, and Claire doesn't start a conversation from it.

On the contact's page, that message also shows under Portal activity with a Reply button. Reply opens Reply to homeowner message. Choose SMS or Email (both show when you can send both). A text reply has the same From list as the text box on a contact's page, starting on Automatic (see Choosing the number you call or text from).

When the homeowner types a different address ​

If Not mine? Add new is used, Yapii does not swap the home on the contact. The homeowner's dashboard shows Your agent is confirming this address and no value until you decide. You see Address to confirm under Portal activity on the contact's page, with the old address and the one they typed. Confirm makes it their home and starts a fresh value history, and the old home keeps its own history. Not right keeps the home on file, and the dashboard tells the homeowner you did not confirm the new address.

When a homeowner claims their dashboard ​

A homeowner who claims their dashboard is usually open to hearing from you. The claim form includes a checkbox, ticked to start with, that reads "I agree to receive calls and texts from" your name "and Yapii about my home value and related real estate services", including calls and texts sent with automated technology or an AI-generated voice. It says consent is not a condition of any purchase and that they can reply STOP anytime. Under it, a small Click here link opens the full consent and terms in a new tab, so the form and what they typed stay put. If they leave the box ticked, that permission is recorded, and Claire starts a friendly conversation with them. You'll see it on the Claire page. Her messages only go out if Claire is turned on and your workspace isn't in Observe mode (see Meet Claire).

Who receives it ​

A contact receives the monthly email when:

  • they have an email address;
  • they have a complete home address: street, city, state and zip, and a home record in Yapii for that property;
  • they haven't opted out, unsubscribed or been suppressed;
  • they don't carry one of your excluded tags.

Each contact gets at most one home value email per month. A new contact first becomes due the business day after it is added, then on the same day each month after its first email. There is no fixed send time: due emails go out gradually through the day, and any that don't fit go out on a later day, oldest first.

Yapii also holds back contacts who:

  • are in a Do Not Contact pond;
  • are recorded as an agent (their lead type is Agent), because an agent isn't a homeowner lead. If an agent you know owns a home should get it, open their page and switch on Include in monthly home-value email in the Lead intent card;
  • have an email address that can't receive mail;
  • have failed 3 times in the last 24 hours. Yapii tries them again after that;
  • haven't opened or clicked any of your emails for a year. Dormant addresses are where spam complaints come from, and they put your sending reputation at risk. One open or click brings them back automatically.

When a first email waits ​

Some contacts are due but their email waits for a later day. Nothing is lost. The contact stays due and Yapii tries again on a later run, and every other email still goes out.

  • A first email to an address that tends to bounce. The very first monthly email to a contact you have never emailed is the riskiest one. For a kind of mailbox that bounces more often, such as an old internet provider address, it goes out only from an established, healthy sending domain that has room left in that day's small share for these emails. A new sending domain that is still warming up does not carry them. Contacts waiting for this are put at the back of the line, so the rest of your due contacts keep sending. A contact held for this is looked at again about a day later, not on the next hourly run.
  • Outlook, Hotmail, Live and MSN inboxes. Only a few home value emails a day go to these inboxes, so the rest wait for a later day. The limit tightens on its own after a spam complaint and relaxes after clean days.
  • A provider that has been bouncing. If too many first emails to one email provider bounced, first home value emails to that provider are paused for a while. Emails to contacts you have already reached still go out.
  • An address the free address check rejects. Yapii checks the address before sending. If it looks like it cannot receive mail, such as a domain that no longer exists, the contact is held until that check result expires, then checked again. The check can be wrong for a short time, for example during a brief network problem, which is why the hold is not permanent. If you fix the address on the contact, the hold clears.
  • An address whose check keeps timing out. Some mail servers answer more slowly than the address check waits. If the check for one address times out three times in a day, the contact is held until the next day instead of being asked about all day. The email is never sent without a check.

When there are more due contacts than a day has room for, people who arrived in the last two weeks go first, newest first, then everyone else in the order they became due.

None of this holds an email you send yourself, or any other email.

Turning it on and off ​

Owners and admins

Open Settings, then Email & Sending, and find the Monthly home-value email card. Switch it on or off for the whole workspace. Preview email shows you what homeowners receive, on screen. Nothing is emailed.

Who receives it ​

The same card has a Who receives it section. It can only narrow the email. Nothing in it sends to anyone the email would not already reach, and it never overrides an opt-out, a suppression or a missing address.

  • Contacts. All eligible contacts is the default, and it includes contacts you sync or add later. Specific contacts only sends only to the contacts you pick, and the line under the buttons says how many of the picked contacts will receive it, such as "12 of 15 selected contacts". Owners and admins choose between the two. Anyone can open Manage recipients and pick among the contacts they are allowed to see.
  • Members. One switch per member turns the email off for the contacts that member owns. New members start on. Owners and admins see every member. Anyone else sees one row, Receive the email for my contacts, and can stop the email for their own contacts only.

If the workspace switch above is off, nothing sends, and the card says your choices are kept for when it is turned back on. The Home Value Email card on the Dashboard shows the same status line and a Manage recipients button, so you do not have to open Settings.

To stop it for one contact, open the contact and switch it off in their Seller Intelligence card.

Every import is enrolled. Each import screen carries a tick, Send the monthly home value email to the homeowners in this file, and it starts on. It is there so you can hold an import back, not so you can switch something new on: untick it and that file is imported without being enrolled. See Importing contacts.

More details ​

  • Dashboard links expire after 90 days, for security. The next monthly email brings a fresh link. Unsubscribe links never expire.
  • Setting up your own sending domain helps these emails reach inboxes and shows your brand (see Your sending domain).
  • Where the value comes from. Yapii combines several property data sources. If none has a confident value for a home, Yapii shows no number rather than a made-up one.

When the email opens on the contact page ​

Yapii keeps a copy of each home value email it sends, with its subject and its message. On the contact's page, click the email in Recent Activity and it opens to what that homeowner was sent, to whom, and how it went: sent, opened or bounced. Emails sent before Yapii started keeping copies open to the sending record only. Only people who are allowed to see the contact can open it.

How many homeowners opened the dashboard ​

The Home Value Email card on your Dashboard shows Opened their dashboard: how many of the emails sent had their link opened, with the page loading in a real browser. It is an upper bound, not a count of people. Mail security scanners load the page too, and some of them look like a person, so Yapii cannot tell every one apart. A visit is only counted after the page has stayed open for one second, so a quick bounce from an automated link check does not count.

Press the info button next to the number for the breakdown. It sits inside that panel, not under the tiles:

  • likely people are visits confirmed by a tap, click, keypress or a completed claim;
  • mail scanners are recognized scanners. They are counted on their own and left out of the main number;
  • not yet known are page loads with no tap or click, where Yapii can't say either way. They are in the main number;
  • of those look like people (no tap) is the part of that group that came from a Gmail, Yahoo or iCloud mailbox in a real browser, where no scanner runs the page. They probably are people, but nothing on the page proves it, so they are not in the likely-people line;
  • saw the Claire question is step 2 of the claim, where the consent box is;
  • claimed, with the share of the likely people who arrived;
  • opted in and declined, which are out of the people who saw the Claire question, never out of everyone who opened a page.

The Opened number beside it works the same way for the email itself: privacy proxies and security scanners open mail on their own, so the main number removes the automatic opens Yapii can recognize, and the panel shows all the recorded opens beneath it.

Troubleshooting ​

A homeowner says the link doesn't work. It has probably expired. The next monthly email has a new one.

A contact didn't get this month's email. The Monthly home-value email card in Settings lists Contacts due now who are not being sent, with a count for each reason: a missing address, no home record yet, an excluded tag, your CRM marking them do not contact, unsubscribed or bounced, a Do Not Contact pond, an opt-out, being on your workspace's do-not-email list, an address that can't receive mail, repeated send failures, and contacts who haven't opened anything in a long time. Start there.

"Due now" means their next send date has arrived or passed, so the list is a running backlog, not this month's. It counts only your workspace, and only contacts you can see.

The card also shows when sending is on hold, for example while your branding is incomplete or until you have a verified sending domain.

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