Case Studies
Case Study: Wealth Over Time
The data is clear, real estate is the largest liability but it’s not necessarily the largest asset class in your clients’ portfolios.
Case Study: After Debt Consolidation - Launch Your Client’s Reinvestment Strategy
Recovering money through debt consolidation is great — but what you guide your clients to do next makes all the difference.
Case Study: Paying Cash vs Financing a Home
When clients think about paying cash for a home, for them, it feels like a smart move - but the numbers often tell a different story.
Energy Efficient Home Credit
Eligible U.S. homeowners and builders can claim the Energy Efficient Home Credit on their annual taxes. Learn about the program details in this article.
How Delayed Financing & Investment Deductions Help Luxury Home Cash Buyers
Homeowners can deduct mortgage interest up to the maximum each year on their taxes, but cash buyers can take advantage of these tax savings if they act quickly.
Case Study: Should these MD buyers bid over the asking price?
One strategy to write a winning offer is to bid over the asking price. How much should you bid without paying too much? We have strategies to find out.
Case Study: Strategy to Mitigate an Appraisal Gap
There is always a chance that an appraisal comes in under your offer amount, but luckily we have a strategy to manage the gap.
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