For agents, brokers & lending partners

The client you already closed is your best pipeline.

Most past clients drift away in the quiet years between transactions. JULYOwner keeps you in their corner — a branded home hub they actually use, with your name on every screen and an instant signal the moment they start selling, start shopping, or come up for a mortgage renewal.

~1 in 4

sellers list with the agent who helped them buy — the rest simply lost touch (NAR research)

95%

of your database won't move this year. The 5% who will? They tell you first when you're already in their hub.

10+ yrs

average gap between moves. Fridge magnets don't survive that. A useful product does.

Monthly

value updates keep clients opening your emails long after closing day

Stay present, stay first-call

Give real value, not drip spam

Every client gets a private hub for their own home — value, equity, maintenance, documents — branded to you. It's a closing gift that keeps working.

Know when they're ready

The moment a homeowner activates a selling plan or opens Buying HQ, you get an email — and they appear at the top of your Signals as a live one, not a prediction.

Turn one deal into three

Owners who use their hub refer more, list sooner with you, and bring you their refinance and rental questions too.

One hub. Every chapter.

Whoever holds the hub holds the relationship.

A home changes hands every decade or so — but it changes chapters constantly. Your client's hub follows them through all of it, and every chapter routes back to you.

While they own

Maintenance plans, a documented home inventory, real JULY Value estimates refreshed monthly, and a print-ready Annual Home Report with your name on it.

When they sell

Seller mode: a pricing lab with live market data, a BC-accurate net-proceeds calculator, and a prep roadmap — all inside your branded hub, with you alerted on day one.

When they buy next

Buying HQ turns their equity into purchasing power and pulls their JULY Search watched homes and tours into the plan — with you as the listed advisor.

And again

The sale closes, the hub moves to the new chapter, and the relationship compounds — referrals, renewals, and the next transaction all start where you already are.

Working for you around the clock

Not promises — shipped and running today.

JULY Value estimates

Real AVM numbers with confidence grades, auto-refreshed — never a stale value in front of a client.

Renewal Radar

Every stored mortgage's renewal on your Signals page a year out. Their lender calls at 4–6 months. You call first.

AI document scans

Inspections, strata packages, and disclosures read by AI — findings graduate straight into the home's inventory.

Live market data

Active counts, median ask, and $/sqft from JULY Search, right inside their pricing lab.

Relationship timeline

Every hub's full story — leads, visits, milestones — one click deep in your portal.

Annual Home Report

A print-ready year-in-review prepared in your name. The closing gift that keeps arriving.

Weekly signal digest

Monday morning: every lead, activation, and upcoming renewal in your book. Quiet weeks send nothing.

Valuation lead capture

A public what's-it-worth page that lands in your inbox with an instant JULY Value estimate attached.

Simple plans

Start free. Upgrade when the pipeline proves itself.

Standard

Free

For every JULY advisor and partner

  • Up to 500 client hubs
  • Your branding on every hub and email
  • Contacts, invites & landing page
  • Curated service-provider list
  • Monthly value emails to your clients
Get started
MOST POPULAR

Professional

$49/mo

or $399/yr — two months free

  • Everything in Standard, plus:
  • 1,000 client hubs
  • Active seller & buyer signals, the moment they start
  • Renewal Radar on every stored mortgage
  • Relationship timelines & propensity signals
  • Weekly signal digest + priority support
Start Professional

Create 100 active hubs and your first Professional year is on us.

Be the advisor they never lose touch with.

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