Getting Started with Chimney Home: How Auto-Enroll Works

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.

As part of your launch, you’ve already selected a minimum number of users to get started — this is your initial enrollment batch.

We'll take that number and proactively enroll those members into MyHomeTracker for you. You don’t need to worry about toggling things on or running a campaign just to get started. We have resources and promotional materials to help increase awareness and adoption but it is not required to enroll the initial batch of users.

Chimney is leveraging publicly available property data sources, we are not using credit data so we are not doing a soft pull of any kind.

For example:

If your plan includes 10,000 users, we’ll activate MyHomeTracker for 10,000 users automatically.

Once they’re enrolled, these users will see MyHomeTracker live inside your app or online banking — no setup required on their end or yours.

It’s the fastest way to show immediate value, drive engagement, and build momentum from day one.

To make this all happen, we just need a list of users you want us to enroll.

That’s it.

What to send us:

Once we receive your file, our team will do the rest. We’ll securely enroll those users and activate MyHomeTracker for them behind the scenes.

You don’t have to set anything up or manage an opt-in campaign — we’re taking care of it for you.

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 do the work to identify homeowners using our property intelligence. 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.

Whichever path works best for your team, we’ll guide you through it 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 simple and seamless for members.

Since MyHomeTracker will show up inside your digital banking app, we recommend a quick heads-up to members 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.