Purchase vs Refi: Quick Checklist for Your Scenario

Summary

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.

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

• - 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 You'll Learn

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

Metadata

Category

Education & Coaching

Creator

Leigh Mariano Sistek

Creator Title

Senior Account Executive at Certified Title Corporation

Tags

Curriculum Design, Coaching Offers, Content Delivery

Published

2026-03-15

Last Updated

2026-03-15

Citation

"Purchase vs Refi: Quick Checklist for Your Scenario" by Leigh Mariano Sistek, PlaybookHub — https://playbooks.rohansingh.io/playbook/purchase-vs-refi-checklist

Canonical URL