CasaInsight

For lenders

A reason to check in with past borrowers.

CasaInsight checks Sacramento-area permits daily on addresses you already financed, and photos those homeowners choose to share. A signal means a past client may be getting ready to sell. It is a reason to reach out, not a guarantee.

Start free, $0 for 30 daysSee pricing

$0 today, then $39.99/mo after your 30-day free trial unless you cancel. Card required to start.

CasaInsight

Sample · Past borrower

Kitchen remodel

412 Alder St, Sacramento, CA

Sample photo of a finished kitchen remodel: white cabinets, a marble island, hexagon tile, and a stainless range. Not a real client’s home.SampleHomeowner shared

Estimated value added

$41,600–$46,400

Finish level

Mid-range

Estimate = typical project cost for this finish level × the share usually recouped at sale. Not an appraisal. Sample data for illustration. Not a real client.

Who pays

Lenders use CasaInsight on a plan paid by their own mortgage company or by themselves. Seats are for people at the company that pays. To keep everyone clearly within federal RESPA rules, a lender can't pay for a real estate agent's seat.

How it works

  1. 1

    Import your past clients

    Upload a spreadsheet of people you have helped. It takes a couple of minutes and stays private to you.

  2. 2

    We watch permits and photos

    Permit filings in the Sacramento area are checked daily against those addresses. Photo signals happen only when a homeowner chooses to share.

  3. 3

    You get an email

    It names the project and the address, with an estimated value added, so you can decide whether to reach out.

$39.99 a month after the trial

$0 today, then $39.99/mo after your 30-day free trial unless you cancel. Card required to start.

Start free, $0 for 30 days

What does it cost?

$0 today, then $39.99/mo after your 30-day free trial unless you cancel. Card required to start.

Who pays for the seat?

You do, or your mortgage company does. Seats are for people at the company that pays. A lender can’t pay for a real estate agent’s seat.

Which places are covered?

Permit alerts are checked daily for Sacramento County, the City of Sacramento, Elk Grove, West Sacramento, Citrus Heights, and Yuba County (including Plumas Lake, Olivehurst, Linda, and Wheatland). More Northern California cities and counties coming soon. Photo signals work anywhere a client chooses to share photos.

Is a signal a loan offer?

No. It names a project and an address, with an estimated value added. It is a reason to reach out, not a credit decision and not a guarantee.

Start with the borrowers you already know.

$0 today, then $39.99/mo after your 30-day free trial unless you cancel. Card required to start.

Start free, $0 for 30 daysSee a sample alert