Equity and Bridge-Financing Journey

Sell Before You Buy

A dedicated homeowner qualification path for clients who want to unlock home equity, buy their next home, and let the system route the file to lending, agent, and leadership without manual forwarding.

Current-home and next-home qualification in one submission

Automatic lender, agent, client, and CEO notifications

Opportunity, tags, and CRM timeline created automatically

Client journey continues inside FlexDrive Connect immediately

Qualification form

Full name

Phone

SMS updates

Current property address

Estimated home value

Mortgage balance

Desired purchase area

Desired purchase price

Maximum budget

Annual household income

Liquid assets

Funds available for down payment

Credit score

Timeframe

Reason for moving

Property condition

Occupancy

Financing status

Current lender

Employment

Can you carry the current mortgage until it sells?

Additional notes

Qualification snapshot

🟠 Additional Information Needed

A few key qualification details are still missing before this path can be scored.