Professionals

Unlock Efficiency and Peace of Mind with SaveOr

​As a downsizing professional, your clients trust you to manage one of the most emotional and complex phases of their lives—deciding which of their treasured belongings to keep, pass on, or let go. SaveOr helps you streamline this process by offering an easy-to-use app that transforms how personal property is documented, shared, and organized.

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​In many cases, this can be a big challenge as many different family members have different desires and wishes for where the items in the house to be downsized will go. As you are short on time and want to finish your engagement quickly, many back-and-forth conversations with family members can hinder the process.   

Why SaveOr Is a Must-Have for Downsizing Professionals:​

1. Simplify Estate and Personal Inventory Management

   • With SaveOr, your clients can easily document their tangible personal property, ensuring everything is accounted for and organized. Whether it’s family heirlooms or everyday items, our platform helps you create a comprehensive digital catalog of belongings that can be shared with family members.

2. Avoid Conflicts and Strengthen Family Relationships

   • One of the biggest challenges in downsizing is navigating family members' conflicting wishes. SaveOr helps avoid these emotional pitfalls by offering a collaborative platform where clients can share access with family members so they can provide their interest in each item to determine the rightful recipient. This transparent process helps foster smoother transitions, preserving family harmony.

3. Save Time and Enhance Your Service Offering

   • By integrating SaveOr into your downsizing process, you significantly reduce the time spent manually documenting and organizing property. This allows you to focus on what matters most: delivering exceptional service to your clients. Plus, with SaveOr’s app-based documentation, your services stand out as more efficient and tech-savvy.

4. Boost Your Revenue with Value-Added Services

   • SaveOr offers a license-based model that adds value to your downsizing services and opens new income opportunities. Sell lifetime access to each user and earn a commission with every partnership sale. 

5. Reduce Friction During Estate Transitions

   • Downsizing can sometimes be overwhelming, especially as part of a larger estate transition. SaveOr helps you and your clients navigate this with ease by organizing items in a manner that aligns with estate planning. This eliminates confusion and reduces friction for everyone involved, from estate lawyers to family members.

6. Easily Offer Items to the Homebuyer​

   • Within SaveOr, you can invite the homebuyer into the estate after the children go through to see if the next resident wants the owner to leave things, with prices easily attached to the item.​

Key Features of SaveOr:

• Comprehensive Property Documentation: Create a detailed digital inventory with photos and descriptions.

• Allow your clients to independently decide what to do with the tangible personal property in their home using SaveOr.

• Have your clients use our software to save yourself time and effort by giving them the tools to work with their family to decide what to do 

• Collaborative Access: Share your client's inventory with their family, lawyers, or other key players to streamline decision-making.

• Seamless Estate Integration: Sync with estate planning processes to ensure that personal property distribution is handled smoothly in the future.

• Flexible Pricing Models: Offer your clients lifetime access or affordable annual subscriptions. 

• Easily export to a Printable PDF to have a well-formatted paper inventory of the home.

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Success Story

When a client came to us telling us they had a large home in Florida and needed to move back up north to be close to family, they wanted to just get rid of everything in the home as it seemed too big of a challenge to decide which items to bring, much less bring everything they wanted. Luckily at the request of their children, they decided to use SaveOr, which allowed all of their children and grandchildren to contribute their feedback and interest in the items within the house. The client quickly realized that the stuff they thought no one wanted (and was marked for trash) was desired by their grandchildren. Happily, the grandchildren came with Uhauls to take the treasures into their first apartments and homes. Before using SaveOr, the client never thought about including the grandchildren in the decision because of how much effort it was to get feedback from just their three children. This led to a much happier client and family as every member's voice and wishes were heard and considered, and a much more efficient downsizing as more items were kept with the family. 

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Empower Your Clients, Enhance Your Practice

By partnering with SaveOr, you elevate your professional services while offering clients a tangible solution that simplifies their downsizing journey. Let us help you manage the details, so you can focus on delivering the compassionate, personalized service your clients deserve.

Start Using SaveOr Today!

Join the growing network of downsizing professionals who trust SaveOr to enhance their services and increase client satisfaction. Contact us to learn more about our B2B partnership options and how SaveOr can be integrated into your client interactions.