Monthly conversations with the leaders building homeownership education: real strategies, real numbers, and one thing to do before next month. Free, on Zoom, once a month.
October: Kristin Messerli and Dave Savage
The new NextGen report, taken apart by the people who made it
The new NextGen report, taken apart by the people who made it.
Nearly 1,000 Gen Z and millennial adults told us how money feels, and the buyers with the best habits carry the same worry and the same suspicion as everyone else. 63% of regular savers still worry about their finances. 54% worry a mortgage professional might take advantage of them, and the share is the same among people who budget and save.
Kristin Messerli conducted How You're Built to Buy, presented by National MI and FirstHome IQ. On this session she takes it apart with Dave Savage, chapter by chapter, with the numbers on screen.
You'll leave with the three findings that change a first conversation, the seven practices the report points to, and what to say when a buyer goes quiet.
Register for the Mastermind →The three findings that change a first conversation, and the number behind each
Why 37% put off the call, and the first step small enough to take
What to do with the 57% who won't ask the basic question
How to show your assumptions so a recommendation can be checked instead of believed
The slide deck and both one-page handouts, yours to use with your team
Who this is for: loan officers and real estate agents. Come with one buyer in mind who went quiet.
Kristin Messerli is Executive Director of FirstHome IQ and conducted How You're Built to Buy. She has led the NextGen Homebuyer research series since 2020, surveying more than 10,000 millennial and Gen Z adults, and speaks on the findings on stages across the industry.
Dave Savage is Chairman of the FirstHome IQ board and Chief Growth Officer of TrustEngine, the company behind Mortgage Coach, which he founded. He co-hosts every Impact Mastermind.
Every Mastermind is recorded. Replays live with the rest of the professional education library.
Watch past sessions on teach.firsthomeiq.com →One hour with Kristin Messerli and Dave Savage on How You're Built to Buy. Leave with what to say differently this week.