Client Insights: Resources

How much cash or equity do they have?

Resources refer to the financial and other assets a client has available to support the transaction.

Some examples:

  • Down payment and mortgage options for buyers
  • Budget for repairs or staging for sellers
  • Equity available on current home
  • Professional services like inspectors, appraisers, or contractors

What a Realtor Should Know:

Understanding a client’s resources allows a Realtor to provide realistic advice on what is feasible for them. For example, knowing a buyer’s budget helps filter appropriate properties, while a seller’s resources might influence how aggressively they can market their home or handle repairs.

↗️ Client Insights Index

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us