Understand the financial buyer roadmap 🗺 to help clients buy a house with these key questions...

First, ask if they're planning to pay cash or finance the purchase. If it's cash, you just need an account statement. If they're financing, inquire about their down payment budget and if they've spoken to anyone about financing. To determine if they have a home to sell, offer a free home equity review instead of asking directly. 👀

Discuss if they plan to buy or sell first, considering their preferences and options. 🏡

For those needing cash from the sale, suggest a home equity line of credit or bridge loans. If they need to sell first, explore leaseback agreements or temporary housing. ✅

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