Last updated: 2026-03-15
By Lisa Fleck, CDLP, MCPC — Helping families heal, grow, and thrive through Divorce Lending Consulting and Mortgage advising
Unlock a proven, step-by-step framework that helps real estate agents win more listings by presenting a clear Financial Transition Plan. This resource clarifies the path from price discussions to next-step decisions, delivering a compelling value proposition that clients can't ignore. Gain a structured, repeatable process to lead appointments with confidence, outperform competitors, and close more listings faster.
Published: 2026-03-15
Close more listing opportunities by presenting a decisive Financial Transition Plan that clearly guides clients to their next move.
Lisa Fleck, CDLP, MCPC — Helping families heal, grow, and thrive through Divorce Lending Consulting and Mortgage advising
Unlock a proven, step-by-step framework that helps real estate agents win more listings by presenting a clear Financial Transition Plan. This resource clarifies the path from price discussions to next-step decisions, delivering a compelling value proposition that clients can't ignore. Gain a structured, repeatable process to lead appointments with confidence, outperform competitors, and close more listings faster.
Created by Lisa Fleck, CDLP, MCPC, Helping families heal, grow, and thrive through Divorce Lending Consulting and Mortgage advising.
Real estate agents who routinely compete for listings in seller markets and want a repeatable, presenter-ready framework, Listing specialists who want to convert appointments into signed listings by demonstrating financial clarity, Brokerage teams looking to standardize high-conversion listing presentations across agents
Basic understanding of sales processes. Access to CRM tools. 1–2 hours per week.
Proven framework for listing wins. Clear financial transition plan for clients. Reusable presentation toolkit
$0.75.
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