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The Yamamoto Family
Hot · 91BuyReferral · Captured Jul 26, 6:56 PM · Last touch Aug 14, 11:21 PM
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We need to sell our current place and buy a bigger one, ideally without moving twice. Is that realistic?
Visitor · Jul 26, 6:56 PM
AI
It is, and it is the most common thing move-up buyers worry about. The trick is lining the two closings up. Do you know roughly what your current home is worth?
Assistant · Jul 26, 6:56 PM
Maybe 780? We owe about 340 on it.
Visitor · Jul 26, 6:58 PM
AI
That's a healthy amount of equity, which gives you real leverage on the buy side. What's the target for the new place?
Assistant · Jul 26, 6:58 PM
Around a million, four bedrooms, we need more space for the kids.
Visitor · Jul 26, 7:00 PM
AI
Workable. The usual approach is listing yours while we shop, then negotiating the timelines so they close together. Want Marisol to map out both sides with actual dates?
Assistant · Jul 26, 7:00 PM
That would be a huge relief. Yes.
Visitor · Jul 26, 7:02 PM
AI
She'll put the timeline together. What's the best number, and is there a date you'd like to be in the new place by?
Assistant · Jul 26, 7:02 PM
Lead details
Emailyamamoto.family@example.com
Phone+1 (760) 555-0164
Budget$1,050,000
Timelineclosed
FinancingPre-approved
LanguageEnglish
Schedule & tags
Follow upNot scheduled
closedmove-up
Notes & activity
Referred by the Delgados.
Aug 21, 11:21 PM
Both sides timed to the same week — the sale funds the purchase.
Aug 21, 11:21 PM