Refinance Checklist

When you refinance, certain documents and information will help the process move forward more quickly. Below are listed some of the more common documents needed to refinance. The more information you have on-hand, the faster your refinancing will go.

 

You are likely to need Employment Information

  • Most recent month’s pay stubs (originals)
  • W-2 forms—past 2 years’ (copies)
  • Income tax return information, especially if self-employed—past 2 years’ (copies)

Assets & Obligations Information

  • Checking, savings, or stock accounts; 401K information; etc. (copies)
  • Current credit score and reports
  • Debt data such as credit card or current mortgage information

Insurance Information

  • Homeowners insurance (copy, especially of the declarations page)
  • Proof of title insurance

 

Homebridge Financial Services, Inc. NMLS: 6521

Rey Gallegos

7220 S Cimarron Road, Suite 100
Las Vegas, Nevada 89113
Phone: 702-808-8328
Branch Phone: 702-763-5828
Branch NMLS: 1180531

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© 2016 Homebridge Financial Services (NMLS ID #6521) at 194 Wood Avenue South, 9th Floor Iselin, NJ 08830. All rights reserved. For all licenses, visit http://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/6521
 

In accordance with Section 326 of the USA PATRIOT Act of 2001, Homebridge Financial Services, Inc. is required to obtain a copy of the documents used in identifying our new account customers. This notice is being provided to you for adequate notice given under this act. 
Homebridge Financial Services, Inc. is not responsible for the third party’s privacy policies and/or content.