Equity extraction
Estimate net proceeds, payoff balances, repair costs, credits, closing costs, and how much can safely fund the next purchase.
Move-Up Buyer Strategy
Sell your current home and buy the next one with a real plan.
Otis helps homeowners turn equity into a transition strategy, not a stressful guessing game.
Bridge loan options
Compare bridge loans, HELOCs, recast options, sale contingencies, and rent-back terms with lender guidance.
Sale and purchase timing
Coordinate prep, photography, launch date, offer review, replacement search, escrow timelines, and possession needs.
Move-up planning checklist
Get a realistic home value range before choosing a replacement-home budget.
Decide which improvements are worth doing before listing.
Confirm whether buying first, selling first, or using a contingency makes sense.
Prepare negotiation terms for rent-back, possession, credits, and closing dates.