Dashboard Overview

Welcome, Matthew

WelCOME, MATTHEW

Your home, equity, and rewards at a glance

Your home, equity, and potential savings at a glance

Your home, equity, and


potential savings at a glance

Next Available Benefit

Last Updated: June 15, 2026

Refresh Available

Last Updated: June 15, 2026

Refresh Available

Seasonal maintenance reminder: schedule your spring HVAC filter check and unlock a home-care reward credit.

Schedule

Home Value

Home Value

Home Equity

Home Equity

Home Value

$485,400

$485,400

$110,000

$110,000

$485,400

Updated from local comps and market movement

Home Equity Center

Home Equity Center

My Fico Score

Score Potential

My Vantage Score

Score Potential

789

+15

711

+15

Credit Center

Home Value

$485,400

Updated from local comps and market movement

Home Value

Annual HOI

Potential Savings

Potential Savings

Property Taxes

$485,400

$2,150

$2,150

$150/ Year

$400/ year

Updated from local comps and market movement

Homeownership Savings

Rewards Balance

$420

Ready to redeem

Conv. Rates

US 10 YR Treasury

Gov. Rates

6.250% - 6.999%

5.4999% - 6.499%

4.484%

My Mortgage Scenarios

Estimated Equity

My Fico Score

Score Potential

My Vantage Score

Score Potential

$146,250

711

789

+15

+15

+6.4% year over year

Credit Center

Rewards Center

Rewards Center

Turn homeowner activity into real value

Your credits, available rewards, and recent redemptions stay organized here — not scattered across the dashboard.

$420 earned · $80 to next credit

$420 earned · $80 to next credit

Redeem Rewards

Unlock Rewards

Rewards Balance

$420

$420

Available Rewards

12 unlocked perks

Redemption History

$180 used this year

$180 used this year

Property Taxes

Potential Savings

Potential Savings

Annual HOI

$5,962

$2,150

$400/ year

$150/ year

Homeownership Savings

Gov. Rates

US 10 YR Treasury

Conv. Rates

5.499% - 6.499%

6.250% - 6.999%

4.484%

My Mortgage Scenarios

Quick Actions

Available Opportunities

quotes ready

Shop My Insurance

Compare competitive insurance options and identify potential savings.

View Quotes

Discover Options

Mortgage Review

Explore refinance, purchase, and equity opportunities based on your profile.

Review Options

Next steps ready

Boost My Credit

Receive personalized recommendations that may help improve your scores.

View Plan

Instant rewards

Unlock Diamond

Access home care rewards, inspections, vendor discounts, and priority support.

Explore Diamond

Membership Benefits

Gold

Core homeowner tools, rewards credits, home value tracking, mortgage scenarios, and seasonal checklists.

Diamond

Dedicated advisor, vendor discounts, home care rewards, seasonal maintenance reminders, and priority support.

Platinum

Wealth and equity planning, business owner mortgage strategy, advisor calls, CPA network, and attorney access.

Quick Actions

Quotes Ready

Shop My Insurance

Compare competitive insurance options and identify potential savings.

View Quotes

Next steps ready

Boost My Credit

Receive personalized recommendations that may help improve your scores.

View Plan

Instant rewards

Unlock Diamond

Access home care rewards, inspections, vendor discounts, and priority support.

Explore Diamond

Discover Options

Mortgage Review

Explore refinance, purchase, and equity opportunities based on your profile.

Review Options