Accessing your Buy Before You Sell pipeline

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. 

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• Inactive: The transaction is no longer active.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.