Florida Homestead Check™ For Real Estate Professionals
A Homestead Check™ will identify any errors with your client's taxable value, the amount of portability savings they have available, if they forgot to file for portability from a previous home, whether Homestead is active on their property, and if they qualify for any of the dozens of exemptions. Their report will calculate exactly how much money any issues are costing them each year and walk them through the steps needed to fix them.
Florida Homestead Check For REPs
The Benefits of a Florida Homestead Check™
With Florida Homestead Check™ you no longer need to spend time during your closing trying to explain the Homestead laws to your client. Let us handle it with our detailed report that analyses your client's unique property tax situation, identifies opportunities for tax reductions, and provides the instructions and forms needed to file correctly.
Every Homestead Check™ Report includes everything your client will need to know about the Homestead Laws and instructions on how, what, where, and when to file for Homestead
Lower Property Taxes
Find opportunities to save your clients on their property taxes by identifying Homestead related issues like low market value, high assessed value, missed portability, and missed exemptions
Your client will have access to our expert Homestead Counselors™ to ask any property tax related questions as well the Homestead Doctors™ if they want us to fix a problem for them.
Start a Property Tax Analysis
Enter some basic information about the property that your client is buying or selling and their email address. Our advanced algorithms will analyse their property tax situation using our proprietary databases and the county tax rolls to identify issues and opportunities for property tax savings. A "limited" report will be sent to you and your client via email.
Your Client Completes Part 2
When your client receives their limited report they will be asked to enter some additional information to complete part 2. The questions in part 2 will allow us to identify missed portability from former Homestead properties. Using your client's information from part 2 we will also identify any special exemptions that they are eligible for.
Receive Homestead Check™ Report
You and your client will get the Homestead Check™ Report. It will identify any errors with their homes taxable value, the amount of portability savings they have available, if they forgot to file for portability from a previous home, whether Homestead is active on the tax rolls, and if they qualify for one or more of the dozens of exemptions. It will also provide step by step instructions on how to file for Homestead and fix any issues identified.
We Provide Support For Your Client
Your client's Homestead Check™ includes a 30-minute one-on-one consultation with one of our Florida property tax specialists. They will walk them through their report and help them understand any issues identified and the process for fixing them. If you customer has any questions they can simply call SUN-TAX-SAVE and follow the prompts to get started.
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
What Does a Homestead Check™ Look For?
Low Market Value
When the market value of your home on the tax rolls is significantly less than what your home is worth. If not corrected this will rob you of portability you can transfer to your next home.
High Assessed Value
When the assessed value of your property on the county tax rolls is higher than the true market value of your home. This will result in your property being taxed at a higher rate than it should be.
Did you know that all senior citizens with an income under about $30k get another $50,000 exemption? There are dozens of additional property tax exemptions that you could be eligible for.
Calculates how much you have accumulated in Portability savings since filing for Homestead. Portability savings are capped at $500,000 and reduce the taxable value of your next home in Flordia.
Have you owned more than one home in Florida? If the answer is "yes" then you have probably accumulated portability savings that are just sitting around waiting to be claimed by filing a simple form.
It's always a good idea to make sure that the $50,000 standard Homestead exemption is active on the county's property records. We search the current county records to make sure your Homestead is active.
Answers To Frequently Asked Questions
Ready To Get Started?
Just provide us with some basic information about the home your client is buying or selling. Your client will recieve an limited report and a link to complete part 2 within minutes. After completing part 2 your client will get their comprehensive report as well as a 30 minute one-on-one property tax consultation with one of our Florida tax specialists who will walk them through their property tax situation and help advise them on how to fix any issues identified.
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.
With a Homestead Monitoring™ subscription you will get a Property Tax Analysis every year at a discounted rate.
Need some help after getting your report? Call the Homestead Counselors™ for help from a property tax specialist.
Don't have time to fix your Homestead problems? Hire the Homestead Doctors™ to fix it on your behalf.