Last updated: 2026-03-15

Purchase vs Refi: Quick Checklist for Your Scenario

By Leigh Mariano Sistek — Senior Account Executive at Certified Title Corporation

Unlock a practical, scenario-specific checklist that clarifies the key steps and timelines involved when choosing between buying and refinancing. It highlights critical items to review—timelines, payoffs, title work, inspections, lender coordination—and helps you compare outcomes, reduce surprises, and move faster toward a confident decision.

Published: 2026-03-15

Primary Outcome

Make an informed, faster decision on whether to purchase or refinance by using a concise, actionable checklist that highlights all critical steps and timelines.

Who This Is For

What You'll Learn

Prerequisites

About the Creator

Leigh Mariano Sistek — Senior Account Executive at Certified Title Corporation

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FAQ

What is "Purchase vs Refi: Quick Checklist for Your Scenario"?

Unlock a practical, scenario-specific checklist that clarifies the key steps and timelines involved when choosing between buying and refinancing. It highlights critical items to review—timelines, payoffs, title work, inspections, lender coordination—and helps you compare outcomes, reduce surprises, and move faster toward a confident decision.

Who created this playbook?

Created by Leigh Mariano Sistek, Senior Account Executive at Certified Title Corporation.

Who is this playbook for?

- Homebuyers evaluating whether to buy now versus refinance to optimize financing., - Real estate agents guiding clients through closing complexities for purchases and refinances., - Mortgage professionals sharing a quick, actionable checklist with clients to prevent closing surprises.

What are the prerequisites?

Interest in education & coaching. No prior experience required. 1–2 hours per week.

What's included?

scenario-focused guidance. timeline-aware steps. reduces closing surprises

How much does it cost?

$0.08.

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