Give your move-up buyer clients a strategic framework for leveraging equity, timing decisions, and coordinating two transactions—positioning you as the advisor who makes complex moves simple.
"Should I sell first or buy first?" This toolkit gives clients a clear framework to make that decision with confidence—ending the paralysis that keeps listings off the market.
Most sellers underestimate their equity position. The calculator shows them exactly what they can leverage—often revealing they can afford more house than they thought.
Dual-transaction coordination worksheets keep both deals on track. Clients know exactly what needs to happen when—reducing stress and missed deadlines.
Everything move-up buyers need to strategize, calculate, and execute their next move with clarity.
Covers equity calculation, sell-first vs. buy-first strategies, bridge financing options, contingent offer planning, and Triangle market timing insights.
Calculates current home value, mortgage payoff, selling costs, net proceeds, new home budget, and purchase power. Shows exactly what equity unlocks.
Identifies what's not working in current home, prioritizes must-haves for next property, scores Triangle neighborhoods, and compares upgrade options.
Transparent scoring system across 10 factors—financial readiness, market conditions, lifestyle needs. Recommends best strategy with Triangle market context.
Tracks milestones for both sale and purchase simultaneously. Includes contingent offer planning, bridge financing prep, and coordination checklists.
Pre-move, moving day, and post-move checklists. Vendor tracker for movers, storage, utilities, contractors. Transition timeline with 60+ action items.
Pre-written emails for discussing strategy with lenders, explaining options to clients, following up on listings, and coordinating dual closings.
Proven workflows for using this toolkit in listing appointments, buyer consultations, and strategy sessions—including scripts for tough conversations.
Download the complete Move-Up Buyer Resource Kit instantly. No credit card required—just strategic tools that help you win more listings and close more transactions.
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