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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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Business Builder Blog

Making Finances Simple. Changing Lives.

2/4/2016

Tax Time Is A Perfect Time To Turn Renters Into Buyers. Here’s How...


​We want to help you do more business. We’re in a unique position to do so because of our tax expertise. See below for a specific idea to use with your prospective clients.....

First, a TRID update!
We're having no problems with timelines under the TRID guidelines. In fact, just today we funded a loan that originated only 16 days ago. 30-day escrows are absolutely no problem for us. If you're writing longer contracts because of TRID, let us help!

On to our Tax-Time Idea...
Do you have a pipeline of prospects whom you’ve helped find places to rent over the years?

Would you like to help those renters achieve their dream of homeownership, while also earning yourself more income?

It’s no secret that there are tax benefits to owning a home. But most renters don’t know how owning versus renting will benefit them specifically. They’ve heard there’s a benefit, but don’t know how that equates to an improvement to their bottom line.

We previously showed you our standard “Rent vs. Own” form (which we still recommend using), detailing some of the disadvantages to renting and the advantages to owning.

But we’re now offering you a more unique solution: a custom “Rent vs Buy Tax Projection” from you.

Because our business includes preparing income tax returns, we’re well equipped to help you in a way others can’t.

HOW YOU CAN USE THIS:
  • Offer any of your leasing prospects the opportunity to receive a no cost, no obligation “rent vs. buy tax projection”, custom to their situation.
  • Feel free to use this offer flyer which we can customize for you.
  • Put us in contact with your prospect, and we’ll do the rest!
  • We won’t “hard sell” your prospects on any of our services, and we’ll give you all the credit!
  • Call Chad at 877-970-9400 to learn more about how we can implement this for you.

Click here to see the Offer Flyer (or click the image below)​​

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Contact us with any questions...we’re here to help your business!
​

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