FINANCIAL PREP

ASK YOURSELF

WHY AM I SELLING?

ANY FINANCIAL BENIFITS?

• Home is too small

• The neighborhood has changed

• New job, promotion or retirement

• Empty nest

• Change in relationship

• Death in the family

• See family more often or less

ANY FINANCIAL BENIFITS?

• Does the house need any repair?

• Can I defer maintenance?

• What will a new home offer me?

• Do I have enough equity?

• When is the best time to sell?

• Should I do a 1031 exchange?

CALCULATE YOUR EQUITY

TIME TO FIND OUT HOW MUCH YOU HOME IS WORTH

Your next step is to figure out your net equity, which is your total equity minus the expenses you expect to pay as you move through the selling process.

One is to simply hire a professional appraiser, who will examine all the data on recent nearby sales and factors in your home’s size, features, age, condition, location and other traits to provide an unbiased estimate.

Another way is to ask a real estate agent for a comparative market analysis (CMA), which is a detailed report on recently sold homes in your neighborhood.

FREE HOME EVALUATION

GET ORGANIZED

It’s a good idea to carefully evaluate your finances and how much leverage you have before you jump into listing your home. Some of this you may have on hand and the rest you can collect as you go through the process.

• Original sales contract for your house

• Property survey

• Certificate of occupancy

• Mortgage and financing documents

• Tax records: real estate, school, etc.

• A professional appraisal from home purchase

• Homeowners’ insurance documentation

• Home inspections report

• Receipts for improvements, upgrades, etc.

• Maintenance & repair records

• Manuals and warranty information

• HOA Documentation (if applicable)

• Builder contract (if applicable)

3-6 MONTHS BEFORE YOU LIST YOUR HOME

FINANCIAL PREP

ASK YOURSELF

WHY AM I SELLING?

ANY FINANCIAL BENIFITS?

ANY FINANCIAL BENIFITS?

ANY FINANCIAL BENIFITS?

ANY FINANCIAL BENIFITS?

ANY FINANCIAL BENIFITS?

CALCULATE YOUR EQUITY

TIME TO FIND OUT HOW MUCH YOU HOME IS WORTH

GET ORGANIZED

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3-6 MONTHS BEFORE YOU LIST YOUR HOME

FINANCIAL PREP

ASK YOURSELF

WHY AM I SELLING?

ANY FINANCIAL BENIFITS?

ANY FINANCIAL BENIFITS?

ANY FINANCIAL BENIFITS?

ANY FINANCIAL BENIFITS?

ANY FINANCIAL BENIFITS?

CALCULATE YOUR EQUITY

TIME TO FIND OUT HOW MUCH YOU HOME IS WORTH

GET ORGANIZED

Subscribe To Newsletter

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