Launching Chimney Home should feel easy, because it is. We designed the onboarding process to be as simple and hands-off as possible for your team.

Once you're set-up, your members will log into digital banking, and MyHomeTracker will be there—personalized, real-time insights into their home value, equity, and more.

Auto Enroll enables Chimney Home clients to automatically enroll users by securely submitting a list of known or potential homeowners. Once enrolled, these users instantly gain access to their personalized home dashboard—accessible through their mobile app or online banking.

No discovery phase. No user action required. Depending on available data, clients typically enroll anywhere from 15% to 100% of their homeowner base. Even partial enrollment drives meaningful early engagement.

To get started, simply provide a CSV file with the following fields for each user:

Tip: Involve your Data, IT, or Marketing teams early to ensure the list is accurate and complete.

If any records are missing a valid home address, we’ll skip and flag them for your team.

We’ve designed the rollout to be smooth and low-lift for your team. Here’s what to expect:

What does the experience look like for auto-enrolled users?
Once enrolled, users will see their MyHomeTracker dashboard right inside their digital banking platform—no additional logins or steps required. It just appears, fully personalized.

Does Chimney need to run a soft credit pull?
No. MyHomeTracker only uses publicly available property data. It’s fully compliant and doesn’t require credit checks or sensitive PII.

Is this an opt-in or opt-out process?
Auto Enroll is default-on. Members are enrolled automatically but can opt out at any time.

What data does Chimney store?
Only the data required to deliver the MyHomeTracker experience—limited to what’s in your file and relevant property data.

What happens if a record is incomplete or missing data?
We skip any records missing a property address and will flag those entries for your review.

Can we preview what members will see?
Absolutely. Our team can provide a live demo or example screenshots upon request.

Choose the secure method that works best for your team:

Want more details?
We've created a PDF step-by-step guide with FAQs, security options, and rollout tips to simplify your job.

👉 Download the Auto-Enroll PDF: Seamless Homeowner Activation for MyHomeTracker

We know every institution handles data differently, so we offer two flexible options to help you decide which members to include in your first batch:

If you already have access to credit data or another method to identify known homeowners, you can send us a list of those members directly. This gives you full control over who gets enrolled.

If you’re unsure who to include, you can simply send us a list of your full member base, and we’ll use our property intelligence to identify homeowners. We’ll cross-reference the data and select the right number of users for your initial enrollment batch.

No guesswork needed — we’ve got it handled.

We'll guide you through whatever path works best for your team and make the process seamless.

After that first group is up and running, any other user not on the initial list can opt-in to enroll in MyHomeTracker. This creates a clean path to continued growth and engagement over time, especially when paired with ongoing promotion.

And, of course, we’ve made the opt-in process seamless and straightforward for members.

Step 1: Home Banking Tile

Before enrolling, account holders will see a tile on their account page within their banking app. This tile introduces them to Chimney Home and its benefits, such as tracking home value, equity, and offers.

Step 2: Owner Name

The second step is to verify the owner's name. This ensures that the system is tracking the correct property and matches the account holder’s financial profile.

Step 3: Address Confirmation

The third step is to verify the address of the property they own. This ensures that the system tracks the correct property and matches the account holder’s financial profile.

Step 4: Owner Verification

Chimney Home verifies the homeowner’s name against public property records using an advanced matching algorithm. This step confirms that the account holder is the rightful property owner, ensuring accuracy and a personalized experience.

Note that the data Chimney presents is publicly available and not sensitive PII. While it's highly unlikely, homeowners may have access to their dashboard using a different name or after they sell their property.

What constitutes an enrolled user?

Opt-Out Option:

Since MyHomeTracker will appear inside your digital banking app, we recommend giving members a quick heads-up so they know what’s new and how to use it.

Here’s a simple example you can use in an email, banner, or in-app message:

“We’re giving you a smarter way to track your home’s value, equity, and market trends — right inside online banking. MyHomeTracker is live and ready for you.”

We’ll also provide templates, examples, and guidance to help make this easy.

We’ve helped many clients launch Chimney Home successfully, and what we’ve learned is simple:

The faster members see the value, the faster they see results.

That’s why we designed this auto-enrollment process to be fast, flexible, and fully managed by our team, so your launch doesn’t get stuck waiting for adoption.

You’ll be live, your members will be engaged, and your team won’t be bogged down in logistics.

We’re standing by to enroll your users and activate your experience.

Your next (and only) step?

Send us your user list with the four required fields, and we’ll take it from there.

Need help pulling the file? Want us to review a sample? We’ve got your back.