Help your clients know what they own.
Give each client a year of Homvi with your name on it. They build a record of everything in their home, with values, and your info is in their app all year, one tap to connect.
The missing piece of the plan
Homes are full of things that rarely make it onto a balance sheet. Homvi gives clients a room-by-room record with values, useful for insurance reviews and estate planning.
Your name, all year
Between reviews, you're right there in their app, one tap from a call.
Private by design
You never see what's in their home or what it's worth. If they want to share their list, they can download a PDF and send it to you.
Your name, right where they'll see it.
- On their home screen. "Sponsored by" you, with your photo or logo.
- One tap away. Your card, with Call, Text and Email, for a question between reviews.
Three steps. Your client never sees a bill.
- 1
Join Homvi Pro
A short form with your name, company and contact details. Add a photo or logo whenever you like.
- 2
Send their year
Enter your client's name and email. We send it from you, or you copy the link and send it yourself.
- 3
They sign up
It's already paid for. They just create an account and start documenting their home right away.
One simple membership.
Financial Pro
- One client's year of Homvi Complete, every year
- Your own Homvi Complete, so you know what you're giving
- Your name and photo in your clients' app
- A simple list of who's signed up and whose year ends soon
- Sponsor more clients any time, US$30 each (a regular year is US$49.99)
- Renews yearly; turn renewal off any time
Good to know.
- When does my client's year start?
- As soon as they sign up, or 30 days after you send it, whichever comes first.
- Can I see my client's inventory?
- No. Their home, their items and their photos are private to them. You only see their sign-up status and dates.
- What happens when their year ends?
- Before it ends, we remind you. Renew them for another year, or let them continue on their own. Either way they keep everything they've documented.
- Can I sign up with my work email?
- Yes. You can add a personal email to the same account any time and sign in with either, which keeps your own home inventory with you if you change companies. Clients see whichever contact email you choose.
- Does this fit my firm's compliance rules?
- Firms set their own rules on what you can give clients. A client's year of Homvi Complete is worth US$49.99. If you're unsure, check with your compliance team.
- Not in financial services?
- See all of Homvi Pro. It also comes as Real Estate Pro, Insurance Pro and Moving Pro. And anyone can give a year of Homvi to someone they care about.
Be the one they call first.
Join in a minute. Your first client is included.
Get Financial Pro