Residential Mortgage Advisor - Our second opinion can save you thousands

← All services

Life changes

$350 flat

Divorce, inheritance or a buyout. When life changes, your mortgage options change too. We help you find the best way forward.

Step 1: Pay

Secure checkout. You will get a receipt by email. After you pay, you come back to this page to upload your documents.

Not live yet
Pay $350

Step 2: Upload exactly these documents

Send what applies to you. Photos or scans are fine if every page is readable. PDF is best.

Required, for every situation

  • Your most recent mortgage statement
  • A short note describing what is changing and your timeline

Divorce or separation

  • The divorce decree or separation agreement (only the pages about the home, the mortgage and support payments)
  • Your most recent pay stub, for the person who plans to keep the home

Inheritance

  • The document showing what you inherit (will, trust or estate letter, only the pages about the property or funds)
  • The most recent property tax bill for the home, if a home is involved

Buyout of a co-owner or partner

  • The buyout agreement or draft terms
  • Any appraisal or value estimate you have
  • Your most recent pay stub
Upload not live yet
Upload your documents

Before you upload

  • Cover your full Social Security number and full bank account numbers. We do not need them.
  • Only upload the section for your situation. If more than one applies, include each.
  • Your files go to a private, protected folder. Only we can open them.

Step 3: Get our advice

We review what you sent and give you a clear, written summary of what we see and what you can do about it.

Questions first? Message us on WhatsApp.