Refinance Checklist


For Salaried or Hourly Borrowers

  • Last two years W-2’s
  • One Most Recent Pay Stub within past 30 Days
  • Last Two Months Bank Statement
  • Copy of a recent tax bill
  • Copy of a recent mortgage bill
  • Copy of home owners insurance coverage page
  • Signed and dated application and disclosures that we sent to you.

For Self Employed Borrowers

  • Same as above, except income documents which as follows ;
  • Last two year complete tax
    returns (signed) including all pages and schedules
  • Year to Date P&L (Profit & Loss)

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