When Your Client Is Ready to Move, But Financing Isn't

Black and white photo of an older couple smiling and looking at each other on a beach at sunset, with the ocean in the background, and a few other people sitting or standing nearby.

The Common Scenario You See

Your client needs to move, but:

  • They're on fixed retirement income (doesn't qualify for traditional mortgages)

  • They have substantial home equity (but can't access it the conventional way)

  • They need to secure housing before selling (can't risk being homeless between properties)

  • Family is pressuring them to "just sell and figure it out" (adding stress to an already emotional decision)

You help families navigate some of life's biggest transitions. Often, the right move is clear: downsize, relocate closer to family, transition to a community with more support.

But then financing becomes the roadblock.

How We Help Your Clients (And You)

We specialize in bridge financing for homeowners 55+ who have equity but don't fit traditional lending boxes.

This means:

    • They can purchase their next home before selling, OR move in to the CCRC they’ve had their eye on.

    • No income qualification stress

    • Time to transition emotionally and physically

    • Control over their timeline

    • Solutions for clients who were previously "stuck"

    • Smoother family dynamics (less panic, more planning)

    • Your clients successfully make transitions instead of staying in unsuitable situations

    • Referral options that respect your relationship with the family

We Don't Compete…

We Complement

We're not care advisors. We're financing specialists. You remain the trusted guide for their overall transition. We simply remove the financial roadblock so your good advice can actually be implemented.

Want More Information?

Let's talk. Call me direct at 925-381-8190 or email me at Todd@BuyBeforeSell.com

Let’s help your clients Turn The Page to a new and exciting chapter in their lives.