Refinance Checklist

 

• Last Two Years W-2
• Two Most Recent Pay Stubs in Last 30 Days
• Last Three Months Bank Statement
• Appraisal Fee in the Form of Money Order, Certified Funds or Cash Payable to Appraiser
• Copy of Deed
• Copy of Prior Title Insurance Policy
• Copy of Current Homeowner's Insurance Policy
• Copy of Current Flood Insurance Policy when Applicable
   

 For Self Employed Borrowers

• Same as above, except Income Documents which should be as
  follows:
  

• Last Two Year Complete Tax Returns including Schedule A, B, C, E, 1120, 1120S when applicable.
  
  
• Year to Date Financial Statement
  
  
• Year to Date P&L (Profit & Loss)