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Marketing Pulse

New-home sales jumped 6.4% — builder incentives are this week's buyer story

With the 30-year at a 90-day high of 7.22%, the listings still moving are the ones with a builder paying down the payment, and that is a conversation you can lead.

Saturday, September 26, 2026 30Y 7.22%15Y 6.60%5/1 ARM 6.85%

The marketing opening this weekend is new construction. Census put August new-home sales at a 684,000 annual pace, up 6.4% from July's revised 643,000, while HousingWire reports an Audience Town analysis of 201,000 builder sales across 25 markets in which every market sold below asking. Builders are using incentives to move inventory at a time when resale buyers are stalling, and a buyer comparing a new build against a resale home needs someone to put both on the same payment basis. That is an LO job, not a builder-sales-office job. The calendar gives you two more beats to pre-write for: August PCE on Wednesday, September 30, and the September jobs report on Friday, October 2.

Be straight about rates. Bankrate's 30-year is 7.22% this morning, the top of its 90-day range (6.47%–7.22%) and 49 basis points above a month ago, even though bonds bounced Friday. On a $400,000 loan that is about $2,721 a month in principal and interest, versus about $2,589 at last month's 6.73%. The segment to talk to is active purchase shoppers, especially anyone looking at new construction: a builder credit applied to a rate buydown or closing costs can matter more to their monthly number than a week of market movement. FHA and VA buyers have a second angle — Bankrate's FHA and VA 30-year are both 6.93%, below the conventional rate.

The tactical move this week is a builder-incentive explainer you can send to buyers and share with the new-construction agents in your market. Keep it to one idea: an incentive has a dollar value, and the buyer should know what that value does to their payment before they compare homes. Offer to run the numbers on any builder offer they are holding. If you run ads with a payment figure, pair it with the full terms (see the best practice below).

Do this today

ask two new-construction agents or builder sales reps you know what incentive they are offering on standing inventory this month, then run the payment impact on one example home and send it back to them as a shareable one-pager with your contact on it.

Borrower segments to act on today

Active FHA and VA purchases to confirm lock plans before PCE

Bankrate's FHA and VA 30-year both sit at 6.93%, the top of their ranges since mid-August, and August PCE lands September 30. Unlocked government purchase files carry the most payment sensitivity into that print.

active loans · purchases · fha/va
Past clients under 6.5% for a keep-your-rate equity check-in

Borrowers who closed two or more years ago below 6.5% will not refinance at 7.22%, but some want renovation or debt-consolidation money. A second-lien or home-equity conversation keeps their first-mortgage rate intact and keeps you in the relationship.

closed loans · ≥24mo since close · rate ≤6.50%

Today’s content angles

Email

What is that builder incentive worth on your monthly payment?

Short post or email: 'Looking at new homes? A lot of builders are offering incentives right now — money toward closing costs or toward a lower rate. Before you compare a new build to a resale home, ask me to turn that incentive into a monthly payment. On a $400K loan, today's standard 30-year runs about $2,721 a month. Send me the builder's offer and I'll show you what it changes on your actual payment, same day.'

Tactics worth stealing

A payment in an ad brings its full terms with it

Under Regulation Z's advertising rule, stating a monthly payment amount is a trigger term: the ad must also disclose the down payment, the terms of repayment, and the APR. When you post a sample payment, include those terms with it or describe the payment as an illustration you will run on request.

12 CFR 1026.24(d), Regulation Z (CFPB)