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Marketing Pulse Jul 31

Buyer leverage is the story nobody in your market is telling

Higher rates thinned the purchase field to 322,739 pending sales, which means the buyers still shopping have negotiating room — and every competitor is publishing rate content instead.

Friday, July 31, 2026 30Y 6.78%15Y 6.11%5/1 ARM 6.37%

Everyone in your feed spent this week writing about the Fed. Meanwhile National Mortgage Professional put seasonally adjusted pending home sales at 322,739 for the four weeks ending July 26, with the explicit read that thinner competition is handing the remaining buyers more leverage — lower asking prices, fewer bidding wars, contingencies that actually survive. That is a genuinely good story for a purchase borrower and almost nobody is telling it, because rate content is easier to produce. The asymmetry is your opening. A buyer who has been sitting out since spring does not want another explainer on the 10-year; they want to know whether the market got easier to buy in, and this week the honest answer is yes on everything except the rate itself.

Be careful with one trap this week. The MBA's Purchase Applications Payment Index showed the median purchase applicant's payment falling $7 in June, and that number is going to get picked up as "affordability is improving." It is June data, measured before rates rose twenty-three basis points over the past month. If a borrower brings you that headline, the useful response is not to argue with it — it is to run their actual number. At 6.76% a $400,000 loan runs about $2,597 a month, roughly $61 more than the same loan a month ago, and today's print sits in the top tenth of the 90-day range. Both things are true: the payment math got worse and the negotiating position got better. LOs who can hold both ideas in one conversation win the file.

The tactical move is a two-number post rather than a rate post. Take a real listing in your market that has had a price cut, run the payment at today's rate against the payment at the original asking price six weeks ago, and show the net. In a lot of markets the price concession is now larger than the rate damage, which is a concrete, checkable claim that a rate-chart post can never make. It also gives your agent partners something to share, because it makes their listing look like an opportunity instead of a markdown. Pull the price-cut data from your MLS rather than a national statistic — the national 40% price-cut figure is real but a local example converts.

Do this today

pick one price-reduced listing in your farm area, build the side-by-side payment comparison at the old price versus the new price at today's rate, and send it to the listing agent before you post it publicly.

Borrower segments to act on today

Spring purchase pre-approvals that never came back

These borrowers walked when competition was heaviest and have not seen a market where price cuts outnumber bidding wars. The rate is worse than their spring quote but the negotiating position is materially better, and that trade is worth a call.

active loans · purchases
Notes above 7.25% from the last three years

At 6.76% the break-even only clears at 7.25% and up — roughly $132 a month on a $400,000 balance. Anything under that threshold does not cover origination costs inside a defensible payback, so this is the only refi list worth working right now.

closed loans · ≤36mo since close · rate ≥7.25%

Today’s content angles

Short-form video

Price cut versus rate move — the two-number listing post

Face to camera over a listing photo: 'This house dropped $22,000 last month. Yes, rates are a little higher than spring — but run both numbers together and the payment on this place is lower today than it was at the old price. That trade is happening all over our market right now and almost nobody is doing the math. Send me an address and I will run it for you.'

Tactics worth stealing

Lead with the local listing, not the national statistic

National figures like the 40% price-cut share establish credibility but do not drive replies — a named street in the viewer's own market does. Structure the post as specific example first, national context second, and keep the statistic to a single sentence of support.

HubSpot State of Marketing — localized content engagement findings