Use this letter to open up a conversation with your contacts about the equity they have in their home. Helping them understand their equity position may lead to conversations about upgrading or even cashing out and downsizing, depending on circumstances.
Providing a current CMA is a good way to get in contact with clients in the 5 – 7 year range of home ownership since they may be thinking about moving soon anyway.
Recommended subject lines are included in case you decide to use this as an email message.
Included in the downloadable .zip file is:
- A PDF file with instructions on how to use the letter (and the full copy of the letter)
- Original Word .doc file
- Original plain text .txt file