Real Estate Planning Tool

Erowyn Relocation Helper

Give your client a guided relocation profile and receive three strong area options based on their lifestyle, housing needs, budget, commute, location preferences, and personal priorities.

How it works

The Relocation Helper is already connected to Erowyn’s secure email, client quiz, analysis, and results-delivery workflow.

1

Start the helper

Select the Relocation Helper and complete the existing purchase or membership-use process.

2

Receive the secure link

Erowyn automatically emails the secure Relocation Helper link. There is no token to type or questionnaire link to create manually.

3

Get the Top 3 Area Match

After the client completes the relocation profile, the finished Top 3 Area Match is prepared and emailed to the real estate agent.

What the Relocation Helper organizes

The client answers the detailed questions through the secure Erowyn link. The agent does not need to manually organize the responses.

Lifestyle priorities

Community preferences, pace of life, outdoor interests, local conveniences, neighborhood feel, and everyday lifestyle needs.

Housing and budget

Housing preferences, price considerations, property needs, location flexibility, and important home-search priorities.

Location and commute

Target region, work location, preferred commute, access needs, family priorities, and area-specific considerations.

What the agent receives

The completed results are designed to help the agent begin a stronger, more focused relocation conversation with the client.

A recommended best-fit town or area
Two strong alternate area options
Clear reasons each area may fit the client
Organized lifestyle, housing, and location priorities
Useful information for the next client conversation

Help your client narrow the search.

Start a Relocation Helper and give your client a structured way to compare three strong area options before the home search moves forward.

Use Relocation Helper →
The secure client questionnaire link will be delivered through the existing Erowyn email workflow.