Educate your clients who are exploring their purchase options
By adding a custom Sell & Pocket the Cash video, you can explain what scenarios and circumstances might make sense for clients to cash in on their hard earned equity. Reinforce your role as their go-to expert for questions about their options.
In this article, you’ll find:
An example script for your Sell & Pocket the Cash video.
A preview of how your video will appear inside the Home Digest
An example video from our very own Homebot Pro!
For step-by-step instructions on how to embed this Sell & Pocket the Cash video (and other videos) into your client’s Homebot experience, click HERE.
Preview of embedded Sell & Pocket the Cash video
When a homeowner begins exploring their purchase potential, your custom video will appear in the Purchasing Power module of the Home Digest.
Example script
"Hi, I’m [Your Name], your loan officer at [company name]. I want to take a moment to talk about a strategy that some homeowners consider: selling their home and accessing the cash they’ve built in equity.
Selling your home can make sense in a few different situations. Maybe you’re ready to upgrade to a home that better fits your lifestyle, downsize to simplify your life, or move to a different area for work, family, or retirement. It can also be a way to unlock the money you’ve invested in your home over the years and use it to fund your next goals. Whether that’s buying a new home, investing, or even covering major life expenses.
The key is understanding your home’s value, the current market conditions, and how selling fits into your overall financial plan. Your Home Digest makes it easy to track your home’s value and see what your options might look like.
If you’re curious about whether selling could be the right move for you, I’d love to walk through the numbers and explore your options together so you can make the choice that’s best for your goals.
You can click on the pink chat bubbles throughout the report to send me a direct message, or use my contact information at the top to email or call me. I’d be happy to hear from you!"
Other ideas: What options should they consider for reinvesting their cash? Explain the risks and tax considerations to help them see the whole picture. Discuss your thoughts on selling and cashing out in today’s market.
Example video
Check out Homebot Pro, Grant Horvath, in the example video below: