Free two-page worksheet · No email required
Your sell-and-buy move worksheet
Compare selling first, buying first and coordinating closings. Map the cash, contingencies and possession dates before choosing a route.
Get your free worksheetA plan you can bring to the conversation.
A two-page worksheet to compare your move options and avoid a gap in your plan. No email required.
Step 1
My constraints
- Target move date and backup date
- Need sale proceeds for purchase?
- Maximum overlap budget and temporary housing option
Step 2
Compare sequences
- Sell first: temporary housing and storage cost
- Buy first: lender review and carrying costs
- Coordinate: contingencies and fallback if either side delays
Step 3
Cash and contracts
- Estimated net sale proceeds and assumptions
- Next purchase's upfront/closing funds
- Sale and purchase deadlines with responsible people
Step 4
Move logistics
- Possession terms for both homes
- Keys, insurance, utilities and movers
- Decision date for switching to the backup plan
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