Florida Homestead Check™ For Real Estate Professionals
Be your client's Homestead Hero! Help protect both buyers and sellers with a comprehensive property tax analysis. Identify harmful tax issues like low market value, high assessed value, and missed portability. Ensure that your client files for Homestead, Portability, and any of the dozens of exemptions they are eligible for.
There are important things to check before closing
Errors on the county tax rolls and oversights with your clients Homestead filing can cost them thousands of dollars in extra taxes each year. 80% of Florida homeowners are overpaying their property taxes! A property tax analysis will ensure that your clients get all of the tax savings available to them under the laws.
Did you know?
We find missed property tax savings of $2500/yr on average!
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Don't let you clients get hurt
It’s much more than just filing for Homestead and getting the Standard $50,000 exemption! Failing to identify issues like low market value, high assessed value, and forgetting to file for portability can cost your clients up to $10,000 a year in additional property taxes. If their market value on the tax rolls is lower than their sales price it's not a good thing if they are going to buy another home in Florida! If these problems are not fixed before closing your clients accrued savings can be wiped out permanently.
What can I do about it?
A Homestead Check™ is a property tax analysis that identifies savings for your client and walks them through the process to get them. It identifies issues like market and assessed value errors, unclaimed portability savings, whether your client is eligible for any of the 30+ exemptions, as well as if they filed Homestead correctly. Ensure that your client get's all of the property tax savings available to them under the Homestead laws.
How Low Market Value Errors Effect Portability Savings
The Numbers Speak For Themselves
Unfortunately, millions of Florida homeowners don’t file for exemptions for which they are eligible.
Percentage Overpaying Property Taxes
Percentage That Don't File For Portability
Percentage That Don't File For Homestead
Percentage That Don't Fix Valuation Errors
The Problems Costing Homeowners Thousands
Market Value Errors
Did you know that the Market Value on the tax rolls is usually way lower than it should be? This is a serious problem in Florida! It robs homeowners of valuable Portability that they can transfer to their next home in Florida. If your home’s market value is low you need to get it adjusted on the tax rolls BEFORE closing or valuable tax savings will be wiped out permanently!
Unclaimed Portability
Portability allows you to transfer Homestead Savings™ you have accumulated over time to your next home. This has a huge impact on your tax bill. Most people do not file for portability! That means that valuable portability savings are still sitting there waiting to be claimed. They can be claimed any time before you sell the current home by just filing one simple form!
Missed Exemptions
Sure there’s the $50,000 standard exemption, but there are dozens more. Did you know that moving parents or grandparents into a Granny Flat can save up to 20% of the property tax bill? Did you know that all senior citizens with income under about $30k get another $50,000 exemption? Did you know that some senior citizens are completely exempt from having to pay property taxes? There are over 30 exemptions that you could be eligible for.
Sample Property Tax Analysis Report
How A Property Tax Analysis Works
Step 1
Start A Check
Provide some basic information about the property your client is buying or selling. Select whether you want to pay immediately by credit card or after the closing.
Step 2
Get Initial Results
You and your client will receive a "Limited" analysis report via email. It will identify problems that need to be addressed before closing such as low market value.
Step 3
Client Portion
Your client is given the option to submit some additional information for a full report that will identify any available exemptions as well as missed portability savings.
Step 4
Get Final Results
Your report will outline any problems and how much they are costing your client in extra taxes. It will also provide step-by-step instructions for correcting any issues we find.
Get your clients property tax analysis for only $125
The Benefits For Real Estate Professionals
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Ensure that your clients file for Homestead correctly
Identify any property tax related issues before closing and you can save your clients thousands of dollars per year. A property tax analysis from Florida Homestead Check™ will make sure that they are educated on all of the savings available to them as well as how to get them.
Clients who see large tax savings are your best marketing tool
You will see for yourself the first time you find missed portability savings or a total tax exemption for one of your clients. When they realize you protected them from losing thousands of dollars per year they are sure to recommend their friends and family for their next home purchase or sale.
Get a $25 fee for service each time you use a Homestead Check™
Each time you initiate a Homestead Check™ for your client you will receive a RESPA compliant $25.00 fee for service. We track the Homestead Checks™ that you initiate each month and then transfer you the total each month. It's a great source of additional revenue while also helping your client save money.
Be held harmless of any potential legal liability
Mistakes with your client’s Homestead can have a massive impact on the amount of taxes they pay each year. By providing a Homestead Check, or using our proprietary hold harmless notification, you can absolve yourself of any potential liability in the future.
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Ensure that your clients file for Homestead correctly
Identify any property tax related issues before closing and you can save your clients thousands of dollars per year. A property tax analysis from Florida Homestead Check™ will make sure that they are educated on all of the savings available to them as well as how to get them.
Clients who see large tax savings are your best marketing tool
You will see for yourself the first time you find missed portability savings or a total tax exemption for one of your clients. When they realize you protected them from loosing thousands of dollars per year they are sure to recommend their friends and family for their next home purchase or sale.
Be held harmless of any potential legal liability
Mistakes with your client’s Homestead can have a massive impact on the amount of taxes they pay each year. By providing a Homestead Check™, or using our proprietary hold harmless notification, you can absolve yourself of any potential liability in the future.
Many people think that if they “file for Homestead” that they are covered and will get all of the savings that they should get. Unfortunately, this is for the most part not true
Need some help after getting your report?
Have questions about Homestead laws or your Property Tax Analysis results? The Homestead Counselors™ are standing by to answer any questions. Need help fixing a Homestead issue? Hire the Homestead Doctors™ to correct issues on your behalf for a fee.
Homestead Monitoring™
With a Homestead Monitoring™ subscription you will get a Property Tax Analysis every year at a discounted rate.
Homestead Counselors™
Need some help after getting your property tax analysis results? Call the Homestead Counselors™ for help.
Homestead Doctors™
Don't have time to fix your Homestead problem? Hire the Homestead Doctors™ to handle it for you for a fee.