Relocation Consultant Course

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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 2: Needs assessment

Author: Coach Drew

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

Author: Coach Drew

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.

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