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
 
 

Additional Refinance Information

Home Refinance

Sage Financial Services

Phone: 650-618-3622 | Fax: 650-618-3698 | 750 Menlo Ave, Suite 360, Menlo Park, California 94025

Flagstar Bank© Sage Financial Services is a Brand of Opes Advisors, A Division of Flagstar Bank | Member FDIC | Equal Housing Lender   Equal Housing Lender
Opes Advisors Privacy Policy