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

Trademark Mortgage

628 Stoneglen Drive
Keller, Texas 76248

Phone: 817-482-1200

NMLS: 32139

 

Powered by Southwest Funding, LP., NMLS 32139. Southwest Funding, LP is an equal housing lender. This is not a commitment to lend or extend credit. Programs, rates, terms and conditions are subject to change without notice. Terms and conditions apply. All rights reserved. Contact us for details.