As Community Representatives, you serve as trusted advisors guiding future members through one of life's most exciting transitions. The Early Access Membership program is a valuable tool that allows homebuyers to begin experiencing the Trilogy lifestyle before their home closes.
This educational guide will equip you with the knowledge to confidently present this opportunity, answer questions, and help prospective members make informed decisions that align with their goals and timeline.
What Is Early Access Membership?
Immediate Access
Homebuyers under contract can start enjoying Club amenities, events, classes, fitness facilities, and pools before closing on their home.
Bridge Period
The program bridges the gap between contract signing and home closing, allowing future residents to integrate into the community early.
Full Experience
Early Access Members receive complete access to all services and amenities available to current residents, creating a seamless transition.
Program Eligibility & Requirements
01
Under Contract
The prospective member must have a signed purchase agreement for a home in a participating Trilogy community.
02
Pre-Closing Status
The membership is available only to those who have not yet closed on their home purchase.
03
Complete Documentation
Members must complete standard Membership Enrollment forms plus a Prospective Member Addendum outlining Early Access parameters.
04
Active Contract
The membership remains valid as long as the purchase contract is active and in good standing.
Financial Structure Explained
Club Dues
In most cases, Early Access Members pay regular monthly Club dues just like current members during the Early Access period.
Initiation Fee
The Initiation Fee requirement is typically delayed until home closing, reducing upfront financial burden for buyers.
Important Exception
At Trilogy Lake Norman, the $800 Initiation Fee is non-refundable as it's collected for Freedom Boat Club partnership.
Participating Communities
Current Communities
Encanterra
Trilogy Lake Norman
Trilogy at The Polo Club
Trilogy at Verde River
Trilogy at Lake Frederick
Trilogy Sunstone
Trilogy Valor
Coming Soon
Trilogy Bickford
Verterra
Ridgecrest
Nevina
ThreeOaks Wellness Social Clubs
Addressing Common Questions
What if the closing date changes?
Reassure prospects that if their closing date moves or the contract falls through, they have no obligation to the Initiation Fee. Any dues paid are not refunded but stop immediately upon notification of status change.
Is membership required before move-in?
Emphasize that Early Access is completely optional. It's designed for those eager to start enjoying the lifestyle early, but there's no requirement to join before closing.
What documentation is needed?
Explain that members complete standard Membership Enrollment forms plus a Prospective Member Addendum that clarifies the temporary Early Access status and transition to full membership at closing.
Benefits for Future Members
Build Connections Early
Future members can start forming friendships and building their social network before moving in, making the transition smoother and more enjoyable.
Explore the Lifestyle
Experience firsthand what makes Trilogy special through classes, events, and amenities, confirming their decision and building excitement.
Feel at Home Sooner
By the time they move in, Early Access Members already feel like part of the community, reducing the typical adjustment period.
Your Trusted Advisor Approach
Listen First
Understand each buyer's timeline, excitement level, and concerns before presenting Early Access as an option.
Educate Thoroughly
Provide clear, complete information about benefits, costs, and requirements so prospects can make informed decisions.
Set Expectations
Be transparent about the temporary nature of Early Access and the transition to full membership at closing.
Personalize the Conversation
Connect Early Access benefits to their specific interests—whether fitness, social activities, or exploring the area.
Follow Up
Check in with Early Access Members to ensure they're enjoying the experience and address any questions promptly.
Celebrate Their Journey
Recognize that this is an exciting time and position Early Access as a way to maximize their anticipation and enjoyment.
Resources & Next Steps
Online Resources
Direct prospects to mytrilogylife.com/earlyaccessmembership for detailed community-specific information and program updates.
Club Concierge
Connect prospects with the Club Concierge team for personalized assistance with enrollment and questions about amenities.
Your Support
As their trusted advisor, you're always available to provide guidance, answer questions, and ensure a smooth Early Access experience.
Remember: The Early Access program is available at select Clubs and is subject to change. Always verify current availability and terms for your specific community.