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You can access the Playbook below and check your email for more details about the Workshop.
5 steps, ~5 minutes per step
Conversations to Deals:
Power of Equity Playbook
Homeowners have near-record equity, but don’t always realize its potential. Many are unsure whether to stay, sell, or leverage it—that’s where you come in. Use this playbook to start high-impact conversations that close more deals.
Jump To: Calendar | Talking Points | Additional Resources
Day 1
Warm-Up Email
Send this email to introduce the power of equity and appreciation
Social Post
Share this graphic about equity gains
Day 2
Follow-Up Calls
Make calls with these talking points to everyone who opened/clicked into your email
Texts & DMs
Send this message via text or social DM to those who didn’t engage with your email
Day 5
Social Post
Share this graphic about price appreciation
Day 7
Action Email
Send this email with a strong Equity Assessment call-to-action
Follow-Up Calls
Make calls with these talking points to everyone who got your email
Day 10
Texts & DMs
Send this follow-up message via text or social DM
Be Conversational
Here are 3 talking points to use as you’re speaking with your clients this week.
57%
Nationally, home values have grown by an average of 57% over the past five years. But most people don’t realize how much this impacts their equity.
300k
The average homeowner has over $300,000 in equity right now. Do downsizers have a goal to move closer to family or free up cash for their retirement?
Equity
Real numbers help your clients make informed decisions, rather than pause their plans based on assumptions. Offer Professional Equity Assessment Reports to show homeowners what they’re truly working with.
Additional Resources
Here are some related KCM assets you can use in your conversations.
Professional Equity Assessment Report: This interactive tool helps you run the real numbers for your clients, so they can see their equity and the value of their home. It provides a high-quality report to export and share.