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

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OneTrust Home Loans | NMLS# 46375 | Phone: 801-747-1244 | Fax: 801-606-2858 | MLB-4515
10713 South Jordan Gateway Suite 120, South Jordan, Utah, 84095  
OneTrust Home Loans is a trade name of the legal entity, CalCon Mutual Mortgage LLC, a Delaware LLC (NMLS #46375). The OneTrust name has been registered in most states where CalCon operates, and in those states where it is not registered, CalCon operates as CalCon except for South Carolina where CalCon operates under the registered trade name of either OneTrust Home Loans or the Tabor Mortgage Group.
Licensed by the Department of Business Oversight Under the California Residential Mortgage Lending Act