The Refinance May Be Viable. The File May Not Be Ready.
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
What We Review
What the Owner Receives
What the Complimentary Screen Does Not Include
The Complimentary Screen is an initial file-readiness review. It is not a loan quote, appraisal, tax opinion, underwriting approval, or full refinance model. Its purpose is to identify whether the file appears clean, pressured, exposed, fixable, or worth deeper review before the owner spends time, money, or advisor energy in the wrong sequence.
Start With a Complimentary Screen. Go Deeper Only When the Facts Warrant It.
Complimentary Initial Screen. Diagnostic Only When the Facts Support 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.