One 55+ Client. Potentially Two Transactions.

Your 60-something clients won't list until they've found the next place, and won't buy until they've sold. On Thursday, November 19 (6–7 p.m. PT / 7–8 p.m. MT, on Zoom), I'm hosting a free masterclass on how homeowners 55+ can use a reverse or payment-optional mortgage to buy the next home first, or move and keep the current one for a while.

For you: offers without a subject-to-sale clause, sellers who aren't negotiating against a closing date, and equity-rich retirees back in the market even without employment income. Attendees get the free Home Equity Planner Workbook.

Reserve a free seat: https://lnk.bio/mfriedmanfin
Want a done-for-you invite for your 55+ clients? Send me an email and I will provide an email kit to send to your clients.

Why these matter: Government of Canada bond yields are the main input lenders use to price fixed mortgages, so fixed rates tend to track them over time.

There are thousands of unique combinations of loan types, terms, and lender programs; a buyer’s exact rate is customized to their specific situation. The daily Rate Ranges give you a reliable baseline, but we always run the actual scenario to give your clients an honest, precise, personalized quote.

The Upsizer Smart Move Campaign

A ready-to-run client campaign for move-up buyers: a five-email sequence plus supporting pieces that walk a homeowner through the move-up decision — the idea, the math, a client story, and a soft introduction to mortgage planning. Built for you to deploy to your own database, end to end.