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Buy Now. Sell Later. financing with The Herbert Team

Signature Solution

Your Next Home. A Plan for the One You Own.

Ready for your next home, but still need to sell? Compare Planet Home Lending’s Purchase EDGE and Purchase EDGE Guarantee with me so we can build a move around your budget and timeline.

Buy Now. Sell Later.: What You Need to Know

Buying and selling at the same time creates a lot of moving parts. Planet offers two different ways to coordinate those transactions through Planet Management Group (PMG), a Planet subsidiary. One involves selling your current home to PMG before your next closing; the other provides a backup buyer while you market the home. I’ll help you compare the costs, expected proceeds, and obligations before you choose.

Who This Is For

  • Homeowners planning a move who need a coordinated purchase and sale
  • Buyers who want to evaluate an offer without a home-sale contingency
  • Families comparing a direct sale with listing their current home
  • Texas homeowners in eligible metropolitan areas
  • California homeowners exploring Purchase EDGE Guarantee, subject to location and program approval

How It Works

Two Paths From Your Current Home to Your Next One

Purchase EDGE: Sell to PMG Before Your Next Closing

Consider this option when coordinating a direct sale and reducing the work of listing your home are priorities. It is not available in California.

  1. Review the offer and costs. Confirm eligibility, the agreed purchase price, inspection, and sale terms. You pay the inspection cost; the program fee is 2% of your home’s sale price. We’ll review other applicable costs and expected proceeds too.
  2. Sell your current home to PMG. Planet’s published schedule allows PMG to purchase up to seven days before you close on your next home. Review mortgage payoffs and when any proceeds will be available with the closing team.
  3. Close on your next home and move. Coordinate possession and moving dates in the written agreements. PMG handles listing your former home after buying it, so you are not responsible for finding its next buyer.
  4. Review the resale accounting. If the resale produces extra profit, Planet states that you receive 75% of that extra profit after fees and costs. Confirm the calculation and payment terms in your agreement.

Purchase EDGE Guarantee: Market Your Home With a Backup Buyer

Consider this option when you want to buy first and pursue a sale with your own agent, supported by an agreed backup purchase.

  1. Arrange the guarantee before committing. Review property and mortgage eligibility, the valuation, and the written backup purchase terms. PMG pays for the inspection. Confirm your financing and cash needs before writing an offer without a home-sale contingency.
  2. Close on the new home, then list promptly. Your current home must be listed within 10 business days of your new home’s closing. Coordinate that deadline and your marketing plan with your chosen agent.
  3. Market the home during the sale window. If you sell it, you keep the extra profit and pay the $3,500 program fee when it sells. Selling costs, mortgage payoffs, and ongoing property expenses still affect your net proceeds.
  4. Use the backup purchase if needed. If the home remains unsold 180 days after your new closing, PMG purchases under the program agreement. Planet states a price of 75% of estimated value and waives the $3,500 fee if PMG buys. Review the conditions and expected proceeds in advance.

Compare Your Options

A Direct Sale or a Backup Buyer?

Planet Home Lending program comparison — reviewed September 15, 2026. Subject to written agreements and approval.
Detail Purchase EDGE Purchase EDGE Guarantee
PMG purchase timing Up to 7 days before your next closing If unsold 180 days after your next closing
Listing responsibility PMG handles the listing List within 10 business days after your next closing
Inspection paid by Homeowner PMG
Program fee 2% of the home’s sale price $3,500 when your current home sells; waived if PMG buys
Resale upside 75% of extra profit after fees and costs 100% of extra profit if you sell

How It Works

Your Buy Now. Sell Later. Roadmap

No mystery steps, no waiting a week to hear back. Here is exactly how the process runs from first call to closing table.

  1. 1

    Review your scenario

    Send me your current address, approximate mortgage balance, target purchase, and timeline. We’ll check property, location, and financing eligibility.

  2. 2

    Compare the written terms

    Review the valuation, purchase terms, fees, closing costs, and estimated proceeds for the available option. Ask questions before signing.

  3. 3

    Coordinate the purchase and move

    Your selected program determines when your current home changes hands. We’ll coordinate that schedule with your agent and new mortgage approval.

  4. 4

    Follow the sale requirements

    For the Guarantee option, your listing deadline and backup purchase terms matter. Keep the agreed milestones in view with your agent.

Key Benefits

Why Borrowers Choose This Program

Make an offer without waiting for a sale

Purchase EDGE Guarantee supports an offer without a home-sale contingency through a backup buyer. That can give a seller more certainty about your sale timeline, although your financing still needs approval and the seller decides which offer to accept.

Reduce the disruption of moving

Coordinating your sale and purchase can help avoid an interim rental, storage, and a second move. We’ll confirm closing and possession dates so you know when you can leave one home and enter the next.

Choose convenience or market exposure

With Purchase EDGE, PMG purchases your home and handles its listing, reducing the need to prepare for showings while living there. With Guarantee, you and your chosen agent market the home, with a defined backup purchase if it remains unsold.

Keep an opportunity for additional proceeds

If you sell through the Guarantee option, you retain the extra profit, subject to your transaction costs. Purchase EDGE provides 75% of extra resale profit after fees and costs. We’ll compare estimated net proceeds, not just the headline sale price.

Eligibility

Check the Property and Loan First

Eligible metropolitan areas only. Both options exclude AK, D.C., HI, MA, NY, Puerto Rico, and the U.S. Virgin Islands; Purchase EDGE also excludes CA. Rural properties and condos are ineligible.

Excluded financing includes Bond, USDA, Renovation, Jumbo, Non-QM, Down Payment Assistance, and Manufactured Housing programs. Additional exclusions may apply.

Terms may change or end without notice; stated expiration: December 31, 2026. Third-party delays remain possible. Planet recommends attorney review of agreements.

Read Planet’s program details and disclosures. Let’s confirm your eligibility and complete costs before you make a commitment.

At a Glance

The Numbers, Plainly

Guidelines shown are general and current as of publication. Program availability varies by state, property, and borrower eligibility, and all loans are subject to full underwriting approval.

Program options
Purchase EDGE / Purchase EDGE Guarantee
Texas
Eligible metropolitan areas; approval required
California
Guarantee option only; eligible areas and approval required
Credit and equity
Individual review; no minimum published on the corporate page
Program expiration
December 31, 2026, unless changed or terminated earlier

Myths & Misconceptions

Things People Believe That Cost Them Money

A backup buyer means I receive full market value.

Read the backup purchase price carefully. It can materially change your proceeds compared with a sale to a buyer on the open market.

An offer without a sale contingency is guaranteed to win.

The seller still decides which offer to accept. Price, financing, inspections, and closing terms all matter.

The program fee is my entire cost.

Review the complete transaction estimate, including applicable inspections, closing and selling costs, and ongoing home expenses.

Client Experience

“The best mortgage experience we have ever had.”

Move-Up Buyer

Georgetown, TX

Testimonials reflect individual experiences. Results vary and are not a guarantee of future outcomes.

Not sure this is your program?

That is what the free strategy call is for. Twenty minutes, no obligation, and you leave knowing which financing path actually fits your situation.

Book a Free Strategy Call

Questions

Buy Now. Sell Later. FAQs

Let’s Solve Your Mortgage Situation.

Apply online in about 12 minutes, or grab a free 20-minute strategy call. Either way, you’ll leave knowing more than you do right now.

Or just call me directly — (760) 715-3434