Helping in times of transition with expertise and grace.
At the Bridge to Portland Group, we work hand-in-hand with retirement communities, estate planners, accountants, 1031 qualified intermediaries, fiduciaries, and probate attorneys to assist clients who are downsizing or transitioning to their next phase in life. Our goal is to make this process as easy and stress-free as possible, understanding that these clients may be navigating this journey for the first time in many years, often amidst health challenges, emotional stress, or financial uncertainties. Our process is tailored to each client’s unique situation and real estate needs.
Our step-by-step process is comprehensive and considerate:
1. Initial In-Person Consultation:
We begin with a thorough consultation involving the homeowner and/or their family members. This discussion centers around financial goals and needs, establishing a timeline, identifying other decision-makers, and aligning on home preparation needs. We also provide insights into the impact that current market conditions could have on the process.
2. Professional Network Connection:
When ready, we connect the client(s) with a network of essential professionals. This could be anyone from estate sale companies, haulers, and movers to financial planners, estate attorneys, CPAs, and retirement communities.
3. Home Preparation Coordination:
We coordinate and schedule a team to ready the house for sale. This step focuses on cleaning, painting, landscaping, staging, and other necessary prep work to showcase the home at its best.
4. Marketing Package Creation:
We develop a comprehensive marketing package for the home with professional photos, detailed home descriptions, social media promotion, flyers, and hosting open houses to attract potential buyers.
5. Negotiation of Terms:
Our experts negotiate terms that best serve the current homeowner’s interests.
6. Closing Coordination:
We ensure a smooth closing process by coordinating signing appointments and handling all necessary paperwork.
7. Ongoing Post-Closing Support:
Our commitment extends beyond the sale. We provide ongoing support post-closing to address any additional needs or concerns.
With the Bridge to Portland Group, your clients can trust that they’re in capable hands as we navigate this significant transition with empathy, expertise, and exceptional service.
Assisting sellers in the downsizing process can be a valuable service, especially as people often find it challenging to navigate the emotional and logistical aspects of moving to a smaller space.
GET IN TOUCH
Schedule a time to connect.
We'd love to meet with you to learn more about your clients and their needs and see if we can assist you in any way.
(503) 897-7899
hello@bridgetoportland.com
VISIT OUR BLOG
The Bridge to Portland Group Blog is full of insights inspirational stories and current listings.
Our blog shares stories about the important life stages and decisions we get to help our clients through. It’s just as personal for us as it is for our clients and we are proud to share in the journey.
