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KMR · Equity Reports
Client Reports
Total Clients
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📅 Monthly reports are due today
Click "Send All Reports" to email this month's report to all clients.
No clients yet
Click "+ Add Client" to get started.
Report History
All reports sent or generated, newest first
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Milestone Timeline
Every milestone ever sent to this client
No history yet
History is saved automatically when you click Get Link.
Settings
Global report defaults
Appreciation Rate
Default annual home value appreciation for all clients unless overridden.
3%
Footer Logo Size
Adjust the size of your logo in the client report footer.
100%
Report Title
The large title shown at the top of every report.
Report Sub-Title
Shown below the title. Leave blank to use the client's property address.
Your Contact Details
Shown in the report footer.
Footer CTA
The call-to-action section on the left side of the report footer.
Footer Disclaimer
Small print at the very bottom of every report.
Report Sections
Toggle which sections are visible on the client report.
Principal Paid This Month
Equity Added This Month
Interest Paid To Date
Payment Details
Mortgage Snapshot
Progress Bars
Equity Growth Chart
Monthly Email Template
Used when sending reports. Use {{firstName}} and {{reportLink}} as placeholders.
Monthly Report Scheduler
Control when and how monthly reports are sent to clients.
Day 1–28 each month when reports are due
Enable monthly reminder
Auto-send on scheduled day
Reminder only: On the scheduled day, you'll see a banner in the dashboard prompting you to send reports manually. Auto-send: Reports are automatically emailed to all clients with active links on the scheduled day.
Global Link Control
Disable all client report links at once.
All client links are active
Milestone Settings
Configure thresholds, toggles, and email templates for milestone notifications
Global toggles control milestone notifications for all clients at once.
Use per-client overrides in each client's Edit modal to make exceptions for individual clients.
Email templates support: {{firstName}}{{milestoneTitle}}{{milestoneHeadline}}{{milestoneDetail}}{{reportLink}}
Home Equity Milestones
Fires when total home equity crosses these dollar thresholds.
Comma-separated dollar amounts. E.g.: 25000,50000,100000,200000,300000,500000
Mortgage Paid Off % Milestones
Fires when the percentage of original mortgage paid off crosses these thresholds.
Comma-separated percentages. E.g.: 10,25,50,75
Home Value Crossed Milestones
Fires when the estimated home value crosses these dollar thresholds.
Comma-separated dollar amounts. E.g.: 300000,400000,500000,750000,1000000
Home Anniversary Milestones
Fires on every anniversary of the possession date, at the configured interval.
1 = every year, 2 = every 2 years, etc.
Mortgage Renewal Reminder
Sends a reminder when the mortgage term is this many months away from maturity.
E.g.: 6 fires when 6 months remain before term maturity.
⚡ Accelerated payments pay off your mortgage faster than the stated amortization.
Payment Override (Optional)
⚠ Custom Override Active
The amortization schedule shown in the report will use this amount if provided.
Overrides (Optional)
Milestone Overrides (Optional)
"Default" uses the global Milestone Settings. Override per-client here.
Home Equity
Mortgage Paid Off %
Home Value Crossed
Anniversary
Renewal Reminder
Milestones Already Sent
Report Link Generated
This is your client's permanent report link. It never expires — share it once and they can bookmark it.
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Send Test Milestone Email
Preview how this milestone notification looks before it fires live
Milestone Preview
See exactly how milestone banners appear to your clients
How it works: This banner appears at the very top of the client report automatically in the month a milestone is crossed for the first time. The referral nudge at the bottom only appears on milestone months — not in every regular report.
Mortgage Events
Rate changes and prepayments for this client
Add New Event
Leave blank to keep original amortization schedule