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Refinance Documents We Will Need To Gather

Each program for refinancing will require the gathering of some documents from you. There are slight variations depending on your individual circumstances but below is a list of basic items we need to gather from most borrowers.

 


 

  • Copy of your last two pay stubs as applicable.
     
  • Copy of your last two years Federal Tax Returns (all pages) and any K-1s listed on your Schedule E. ~ if you own 25% or more of any Corporation, LLC, Partnership etc. we will need copies of the last two years Federal Tax Returns for those entities too.
     
  • Copy of your last two years W2s to match the tax returns.
     
  • Proof of any other income you will be using to qualify.
     
  • Copy of your last two months bank and asset statements.
     
  • Copy of your driver’s license.
     
  • Home phone number
     
  • Cell phone number and e-mail address for each borrower.
     
  • Copy of your mortgage payment coupon along with a copy of your homeowner’s insurance declaration page (the page that shows your annual premium along with your summary of coverages).
     
  • Signed copy of our Credit Authorization for so we can obtain your credit report.
 

To learn more call us at 818-952-2726 or contact us by clicking here.