One financial wellness program. Three ways to use it inside your company.
Give it to your own team. Offer it to the prospects who haven't bought yet. Keep it working for the buyers who already closed. Same program, same conversation, zero cost to your team's benefit.
audiences it works for: your team, your prospects, and your past buyers
cost to your company for your team's benefit, with no budget line to approve
person to call, from a buyer's first tour to their tenth year in the home
Use 1: Your Own Team
Your people are employees first
Sales counselors, onsite managers, construction and warranty teams, and corporate staff all make the same financial decisions your buyers do. The employer program we run for any company works for a builder's own payroll too.
There is a second benefit. A sales team that has been through a Financial Fitness Checkup understands exactly what a buyer gets from the program, and talks about it because they believe in it, not because it was in a script.
- Workshops and webinars we run and staff, at a division meeting or virtual
- Financial Fitness Checkups on each person's own schedule
- Participation reporting you can bring to leadership
All your team does: say yes, forward one announcement, and give us a date. We handle scheduling, materials, delivery, and follow-up.
Use 2: Your Prospects
Give every buyer who isn't ready a reason to stay with you
Most prospects don't buy on the first visit, and most of the ones who leave are never contacted again. The Financial Fitness Checkup gives your sales team something useful to offer instead of another follow-up email.
Leads who toured once
Offer a no-pressure checkup and homebuyer readiness education. It keeps your community in the conversation while they get ready.
Buyers who went quiet
A pre-qualified buyer who stops responding is not gone for good. A personal outreach from a real person gives them an easy way back.
Buyers who couldn't qualify yet
Instead of "work on your credit and call us back," they get a specific plan, a timeline, and someone who checks in until they are ready.
Use 3: Your Past Buyers
The relationship should not end at closing
Every buyer who closes enters the program automatically. They get the annual Financial Fitness Checkup, the family resources, and equity monitoring that tells them when something meaningful changes.
Three years later, when they are thinking about a move-up, a refinance, or telling a friend about their home, your name is still the one they remember, and they have a team to call.
- Raising Little Millionaires, The Parent Plan, and the homeowner eBook for every closed buyer
- MyHomeIQ equity monitoring that keeps them connected to their home's value
- An annual checkup that keeps your company part of their financial life
How It Fits
One program across the whole buyer journey
Lead and prospect
Registered leads and pre-qualified buyers are offered a checkup and readiness education, and followed up with until they are ready.
Contract to close
Buyers get clear communication and a team that knows their file. If something wobbles, there is a path forward before it becomes a cancellation.
Closing day
Every buyer is welcomed into the program with the homeowner eBook and their first annual checkup on the calendar.
Years after
Annual checkups and equity monitoring keep the relationship alive and flag when a move-up or refinance makes sense.
Where your team fits in: introduce us to your sales team, tell us which communities to start with, and forward the announcement. We run the workshops, the outreach, and the follow-up, and report back what we find.
FAQ
Questions builders ask first
Does this replace our current lender?
No. The program sits alongside your existing lender relationships. Where a buyer needs a loan, they choose their lender. Nothing in the program requires it.
What does it cost us?
There is no fee to your company for the program. We walk your compliance team through exactly how it works before anything launches.
Can we start with one community?
Yes. Most builders begin with a single community or division, see how buyers respond, and expand from there.
Will our sales team be asked to do more work?
No. We give them a simple way to offer the checkup and handle the follow-up ourselves. Their job stays selling homes.
Is anyone going to be pressured?
No. Prospects and buyers opt in to a checkup when they want one. If a conversation doesn't lead anywhere, that is a normal outcome.
Get Started
Book a builder walkthrough
A 20-minute look at how the program would work for your team, your prospects, and your past buyers.
Looking for the employer program?
If you want the financial wellness benefit for your own staff only, the employer page covers exactly what employees receive.
What happens next
We reply with two or three times, send a one-page overview ahead of the call, and keep it to 20 minutes.