Theme Group: Real Estate

Mortgage and Refinance Reality

  • Understand refinance/buyout constraints and how to plan for them.
  • Objective: Build a lender-ready “mortgage readiness” file list and options map.
  • Prework: Bring: income info, credit score range, mortgage terms
  • Takeaway: Mortgage readiness checklist + options map

Description

When one spouse plans to remain in the family home, refinancing the mortgage is often required. This sprint explains the financial and lending requirements associated with refinancing during divorce. Participants learn how income, credit history, and debt levels influence mortgage eligibility.

The session focuses on helping participants assemble the information needed to evaluate refinancing feasibility. Participants review the types of documentation lenders typically require and the financial factors that determine loan approval. By the end of the sprint, participants will have a clearer understanding of the steps required to prepare for mortgage refinancing and housing buyout decisions.

$520

Duration: 50 minutes

Delivery Format

  • Studio: In-Person
  • Cloud: Online

What’s Included

  • Live session with expert
  • Practical framework or worksheet
  • Opportunity for participant questions
  • Might be part of a package

Last Updated: March 11, 2026