Learn how to guide individuals, families and employers through relocation: area orientation, housing searches, timelines, budgets and settling in.
What you’ll learn
- Run a relocation needs assessment
- Prepare area orientation and neighborhood comparisons
- Coordinate housing searches, timelines and vendors
- Build relocation budgets and checklists
- Work with employers and corporate mobility programs
Lessons
Relocation Consultant Course — Lesson 1: The relocation industry
Relocation Consultant Course — Lesson 2: Needs assessment
Every move starts with what the household needs. You learn to assess housing, schools, commute, budget and timeline priorities. In this lesson Household interviews Must-haves vs. nice-to-haves Timeline and budget constraints Put it into practice Create a relocation intake questionnaire.
Relocation Consultant Course — Lesson 3: Area orientation
Newcomers need to understand a place quickly. This lesson covers neighborhood comparisons, area tours and local resources, using fair, factual information. In this lesson Neighborhood comparison guides Planning area tours Fair housing and steering rules Put it into practice Write a factual neighborhood comparison for two areas.
Relocation Consultant Course — Lesson 4: Housing search and rentals
Many movers rent first. You learn to coordinate home searches, temporary housing and rentals with licensed agents. In this lesson Temporary housing options Rent vs. buy for newcomers Working with licensed agents Put it into practice Build a temporary-housing resource list for your city.
Relocation Consultant Course — Lesson 5: Moving logistics and budgets
Moves involve many vendors and costs. This lesson covers move timelines, vendor selection and relocation budgets. In this lesson Move timelines Choosing movers and vendors Relocation budgets Put it into practice Create a 60-day move checklist.
Relocation Consultant Course — Lesson 6: Settling in and employer programs
The move isn't finished on moving day. Learn settling-in services and how to work with employers' mobility policies. In this lesson Settling-in services Employer relocation policies Reporting to corporate clients Put it into practice Draft a settling-in checklist for a family with children.