Home Almanac: Enrollment, Homeowner Opt-In, and Why an Issue Did Not Send

Updated August 13, 2026

The Home Almanac gives a past client a page about their own home — its profile, a seasonal maintenance checklist, and an estimated equity position — plus a monthly (or quarterly) email that tells them what actually changed on it. It is the one thing in Ace that emails a client on a schedule, and every rule below exists because of that sentence.

Who can use it

Two things decide your allowance, and both are checked on every send:

Your seat covers your own book: a free seat enrolls 0 homes, a Regular seat 25, a Pro seat 100.
Ace Trove unlocks the account's whole book, with the allowance scaled by your Trove tier.

The per-home check always resolves against that home's owner's seat. One Pro teammate does not unlock sending for a free-seat agent's book.

Where to find it

Agents: Home Almanac in the Ace Companion — your own enrolled homes.
Admins: Book of Business → Home Almanac tab — account-wide, with Ace Trove.
Your client's page lives at /almanac/<id> and opens from the link in their email.

Enrolling a home

Pick a past client and enroll their home. Ace refuses lenders, vendors, recruiters, other agents, and DNC records with an honest message — the Almanac is for homeowners.
Confirm the address. A complete, mappable street address is what makes the page and the equity estimate possible. If you type a new address, Ace adds it to the Follow Up Boss contact — it never overwrites an address already there.
Ace seeds the home profile from public records in the background, and the homeowner can correct or fill in the rest on their own page.
One invite goes out. Enrollment sends exactly one transactional email telling the homeowner the page exists and where it is. That is the only automatic message enrollment produces.
The homeowner opts in — or doesn't. Nothing monthly happens until they press the subscribe button on their own page.

No login, ever. The link in the email is the access. There is no password, no claim flow, and no account for your client to create. If a link needs to be cut off, re-issuing the home's link revokes the old one.

This is deliberate and it is not a bug. You adding a past client is not that client agreeing to a monthly commercial email. So the monthly issue is gated on the homeowner's own opt-in, made from a button on their own page, and nothing in the product writes that consent on their behalf.

The practical consequence: after you enroll a batch of homes, expect them to sit in "have not opted in yet" until the invites land and people click. That is the system working.

Unsubscribing and re-subscribing

Every issue carries a one-click unsubscribe, including the header form mail apps act on without opening the message.
Unsubscribing pauses that home and records the opt-out across Ace, so the address is not mailed from another surface either.
They can turn it back on from the same page — the subscribe button returns once they've opted out.
You and your admin can pause a home too. If the homeowner unsubscribed, Ace reports that specifically rather than showing "paused," because resuming it on their behalf is exactly the thing you must not do.

Why an issue didn't send

Your almanac book shows a send-readiness summary — for example, "Of your 84 enrolled homes: 61 will send · 18 have no defensible equity estimate · 5 have not opted in." These are the buckets, in Ace's own words:

Bucket	What it means & what to do
Ready to send	Ready on the next run. Nothing to do.
Already got this month's issue	Sent already this cycle.
Have not opted in yet	The invite went out; they turn it on from their own page. Nudge them personally if you like — you cannot flip it for them.
Unsubscribed themselves	Only they can turn it back on.
Paused	Paused by you or your admin. Resume it when you're ready.
No defensible equity estimate	Ace could not derive a figure it can stand behind, so it will not send rather than model a number. Common in non-disclosure states where no purchase price is public and Ace has no closed transaction of your own for the property.
No complete, mappable address	Fix the street address on the home.
Not linked to a Follow Up Boss contact	Re-link the home to the person.
Waiting on your approval	Only if your account turned on first-issue review. Approve the preview.
Over this run's volume cap	New accounts ramp up gradually rather than blasting a whole book on day one. These roll to the next run.

"Will send" is a ceiling, not a promise. A few checks can only be made at send time and can only ever reduce the number — the recipient's relevance, a bounced or complained address, quiet hours, the daily cap, and the empty-change rule below. Ace names those unmodelled checks next to the count rather than pretending they don't exist. If your account is paused, in a dry run, or its send ramp has halted, the count is reported as zero — "12 will send" under a halted ramp would be a lie.

The empty-change rule

If nothing meaningful moved on a home this cycle, Ace sends nothing. A monthly email with no news is both dishonest and the fastest way to get marked as spam. A quiet month is a skipped month, not a filler email.

About the equity number

It is always labeled "(est.)" and carries a not-an-appraisal, not-a-CMA disclaimer that cannot be edited away.
It is derived from the purchase price and date on the county record, grown by the federal house-price index for that area — or, where no purchase price is public, from your own closed transaction on that property.
When neither is available, Ace does not model one. The home simply isn't eligible that cycle and you're told why.

Frequently asked questions

Can I subscribe a client myself to get them started?
No. The opt-in has to be theirs, from their own page. You can re-send nothing and force nothing — but a personal text pointing them at the link works fine.

Does the homeowner need to log in?
No. The link is the access.

Will Ace email a contact who is really a lender or another agent?
No. Those are refused at enrollment and re-checked at send time.

Is my client's information sold or enriched with purchased data?
No. The home profile comes from public records and from what the homeowner fills in themselves.

Why did a home stop after one issue?
Most often the homeowner unsubscribed, or nothing changed that month. Check the readiness buckets — the specific reason is always named.

Last updated: August 2026

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