Demonstration / Not for client use — fictional data only

Jack & Jill Williams

DHB-1042Keep HomeFeasibility ReviewOpened 2026-09-22
  1. Intake
  2. Coordination
  3. Professional Findings
  4. 4
    Feasibility Review
  5. 5
    Report Delivery

Intake summary

Property
123 Hilltop Lane, Austin, TX (fictional)
County
Travis
Mortgage balance
$286,000
Retaining party income
$118,000
Objective
Jill wishes to retain the marital home and refinance into her sole name.

Coordination requests

Title Search
Laura Kim · Lone Star Title (Demo) · due 2026-10-02

Clear vesting in both spouses. One open HOA lien ($1,240).

Submitted
Independent CMA #1
Sofia Alvarez · Keystone Realty (Demo) · due 2026-10-04

$512,000 — Six comparable sales within 0.8 mi.

Submitted
Independent CMA #2
James Whitfield · Whitfield Homes (Demo) · due 2026-10-04

$498,500 — Adjusted for dated kitchen and roof age.

Submitted
Mortgage Feasibility
Marcus Reed · Summit Mortgage (Demo) · due 2026-10-06

Feasible at est. 43% DTI with support income; buyout up to ~$105k.

Submitted

Feasibility review notes

  • Confirm HOA lien release status.
  • Assumes spousal support of $1,800/mo is included in qualifying income.