Where is your current home in the selling process?

Not Listed Yet

Already under contract

Listed, but not under contract

I can carry both homes for a period

How would you describe the equity in your current home?

More than 40% equity

Less than 20% or unsure

About 20-40% equity

Owned free and clear

What is the clearest strength in your financial profile?

Strong documented monthly income

Large liquid reserves, irregular income

Retirement or investment assets

A mix, I need help evaluating

What matters most in your next move?

Unlock a down payment

Coordinate closing dates

Make a stronger offer

Move before showing my home

A STRONG FIRST CONVERSATION

Retirement or Asset Depletion

Convert eligible retirement or investment assets into qualifying income instead of relying on a paycheck.

✓ Built for buyers whose assets are stronger than their reported income.

✓ No need to liquidate accounts to qualify.

✓ Works alongside Social Security, pensions, or investment income.

ALSO WORTH REVIEWING

Low Down Payment on the New Home

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