California Campaign · Tier 1 · Core

Move-Up Seller

The move-up equation, on one page.

Equity-first landing pages with a valuation widget, plus a concierge sell-and-buy AI sequence that answers the real question: 'Can we actually afford the next house?'

Included with membership

Who this reaches

The homeowner signal behind it.

Homeowners with 5+ years of equity who need more room for a growing family.

Everyone on the list is a real household in your market, reached in plain language. We describe the situation, never a person's private business.

How we help you run it

Done for you, under your name.

Step 1

Sourced and DNC-scrubbed

We build the list for your market from public and permissioned signals, then scrub it against Do Not Call and suppression rules before a single message goes out.

Step 2

Multichannel outreach through your CRM

Text, email, voicemail, and optional print run on a cadence inside your own CRM — under your name, with your license ID on first-contact material.

Step 3

Handoff when they engage

The moment someone replies or books, the sequence pauses and the conversation lands in your inbox with the full history attached. You take it from there.

The angle

What the message says.

Every word is reviewed before it ships. The offer is information and licensed real estate services — nothing more is promised.

A short, respectful introduction that offers useful information about the move-up seller situation and an easy way to talk with a licensed local agent — with no pressure and a clear way to opt out.

  • · Identifies you by name, brokerage, and license ID on first contact
  • · Equal Housing on every piece
  • · Clear opt-out in every message
Why it works in California

Built for this market.

California equity levels, property-tax rules, and a two-language market change how this conversation goes. Scripting, timing, and disclosures are written for California households — not adapted from a national template.

FAQ

Questions agents ask first.

Does it handle the sell-then-buy timing?+
Yes — templated bridge, HELOC, and contingent-offer explainers, all editable.
Can I plug in my preferred lender?+
Yes. Lender co-branding is a one-click swap in the funnel builder.

Run Move-Up Seller in your market.

Tell us where you work. We'll set the campaign up in your account and confirm your launch window.

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Campaign availability varies by market, data availability, and applicable California compliance requirements. Examples shown are illustrative.