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

Steven Eplan

NMLS: 59513

Perri Funding

300 Bedford Ave, Suite 201
Bellmore, New York 11710
Phone: 516-409-1000
Fax: 516-409-2100
NMLS: 60526
Email: info@perrifunding.com

Registered Mortgage Broker 
N.Y.S. Dept of Financial Services
NMLS Serial # 60526
Loans arranged through third party providers.

Consumer Access website: http://www.nmlsconsumeraccess.org/
This material is not from HUD or FHA and has not been approved by HUD or a government agency.

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