video1.0<iframe src="https://www.loom.com/embed/b61af49fb193460ab6539be09fe47714" frameborder="0" width="1982" height="1486" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14861982Loomhttps://www.loom.com14861982https://cdn.loom.com/sessions/thumbnails/b61af49fb193460ab6539be09fe47714-7ec4cd76e86044df.gif400.937This Loom explains how to set up and send equity reports in BrokerPlus, including customization and delivery settings. In Marketing, users can review engagement stats and opportunities pulled from the database, then edit the master report template by turning sections on or off and rearranging content. The Loom covers settings like sending notifications, BCC on recurring reports, sending only when home value has increased, and stopping reports before maturity, which defaults to six months. When adding clients, users may need to update property values and mortgage data, and then choose a one-time report or recurring schedule (monthly, quarterly, semi-annually, or annually) or pause/remove clients.