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

Frontline Financial, LLC

2180 S 1300 E, Suite 590
Salt Lake City, Utah 84106

Phone: 801-532-2553

Fax: 801-532-1495

NMLS: 132166

FrontLine Financial

Licensed by the Virginia State Corporation Commission MC-2577

Verify Frontline Financial LLC (NMLS# 132166 CA, FL, UT, VA) with the Nationwide Mortgage Licensing System & Registry Consumer Access.

*total finance charges may be higher over the life of the loan