Best case scenario, you refi all teed up at closing, then pull the trigger when it's time.

My question is this -- does a refinance trigger a tax assessment by the town?

My question is this -- does a refinance trigger a tax assessment by the town?

Mentioning anything to a lender in terms of using it as an investment can trigger them to be leery of the loan and require a larger down payment.

It was more of my trigger point to really get this thing started.

Erin,I have communicated with them in the past and was close to pulling the trigger but decided not to. 

I’m still finding my way and would obviously like to pull the trigger when a low cost tide is at my back.

The "due on sale" clause does not get triggered in this case because the lender is aware and approves of the transfer."

Ask your mortgage company if it triggers the Due on Sale Clause.

The lender isn't necessarily going to let one property out of the package and if they did, if could either trigger a prepayment penalty or something similar because you're changing the package.