Demonstration / Not for client use — fictional data only

Thomas & Claire Bennett

DHB-1044Keep HomeCoordinationOpened 2026-10-09
  1. Intake
  2. 2
    Coordination
  3. 3
    Professional Findings
  4. 4
    Feasibility Review
  5. 5
    Report Delivery

Intake summary

Property
9 Willow Bend Ct, Georgetown, TX (fictional)
County
Williamson
Mortgage balance
$341,000
Retaining party income
$96,000
Objective
Thomas seeks to retain home; feasibility uncertain.

Coordination requests

Title Search
Laura Kim · Lone Star Title (Demo) · due 2026-10-19
Assigned
Independent CMA #1
James Whitfield · Whitfield Homes (Demo) · due 2026-10-20
Assigned
Independent CMA #2
Priya Nair · Bluebonnet Realty (Demo) · due 2026-10-20
Assigned
Mortgage Feasibility
Marcus Reed · Summit Mortgage (Demo) · due 2026-10-21
In Progress

Feasibility review notes

No reviewer notes yet.