Refinance Readiness & Lender Confidence Review

Start the Complimentary Screen

Opening Copy

The refinance may be viable. The file may not be ready.

Decision Intelligence screens one property at a time to identify lender-confidence risks before they become lower proceeds, tougher terms, delays, or cash-in requirements.

What the Screen Determines

Ready

The file appears clean enough to proceed.

Pressured

The file may work, but lender math is tight.

Exposed

The file has risks the lender is likely to challenge.

Fixable

The file may improve if issues are addressed before submission.

Worth deeper review

The decision is too important for a surface-level screen.

What We Review

  • Property snapshot
  • Loan maturity and current debt position
  • NOI and DSCR pressure
  • Insurance and property tax movement
  • Rent roll and operating statement alignment
  • Capex, reserves, and deferred maintenance
  • Documentation gaps
  • Tax, basis, entity, and CPA coordination items

What the Owner Receives

  • Initial readiness status
  • Pressure-point summary
  • Likely lender friction points
  • Decision options
  • Recommended next action

Review Options

Start Free. Upgrade Only If the File Warrants It.

Begin with a Complimentary Refinance Readiness Screen for one property.

If the file appears pressured, exposed, fixable, or worth deeper review, the next step may be the Advanced Refinance Diagnostic – a paid review built to clarify lender risk, cash-flow impact, documentation gaps, and the best sequence before submission.

Complimentary Screen

$0 initial file-readiness review.

Advanced Diagnostic

Paid option, recommended only when deeper review is justified.

Start the Complimentary Screen
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