Your Buy Before You Sell pipeline allows you to easily track the status of all of your Buy Before You Sell deals at a glance.
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The Buy Before You Sell lender portal allows you to see your client pipeline, all in one place.
Each transaction will have a stage listed and indicate whether there are any tasks for you to complete. The stages are as follows:
- Submit Client: Submit your client to get an Equity Unlock Estimation and start their approval process — no cost or commitment required.
- Pending Photos: Upload photos of the departing residence to evaluate the property’s condition.
- In Review: We will reach out to you within the next 24-48 hours to provide you with an approval decision.
- Conditionally Approved: Your client is conditionally approved. Your Lender Relationship Manager will reach out to discuss the details.
- Awaiting Client Signature: The agreement has been sent via email, and we’re awaiting the client’s signature.
- Awaiting Purchase Contract: Provide your client’s purchase contract as soon as they’re under contract on their new home.
- Loan Processing: Upload the necessary documentation and client information to process the equity unlock loan.
- Clear to Fund: We are ready to wire the funds for the Incoming Residence purchase.
- Sell the Departing Residence: We are working with your client’s agent to sell the departing residence for full market value.
- Completed: The departing residence has sold and your client has received any net proceeds from the sale.
- Inactive: The transaction is no longer active.
To see details of a given transaction, simply click on the client's name.