Refinancing Application Checklist

Use our Refinancing Application Checklist to monitor your progress and status in your financing journey.


Our checklist can help you gather important information that may be required for the refinance application

* More information may be required based on the specific individual situation

Glossary of terms

  • Type of financing (Fixed or Adjustable, Conforming or Conforming Jumbo)
  • Term of financing (30, 20, or 15-year term)

  • Property address
  • Financing purpose (Owner occupied, Second home, Investment property)
  • Year property was built

  • Photo ID
  • Social Security Card

  • Employment history for the past two years
  • Most recent pay stubs, reflecting 30 days of YTD earnings
  • W-2 forms for the past two (2) years
  • Tax returns for the past two (2) years
  • If self-employed (personal as well as business returns): complete with all schedules for most recent two (2) years

  • Financial/Bank Statements, reflecting 60 days (all accounts & all pages)
    • Include most recent statements for investment accounts and stock
    • Include most recent 401(K) statements (terms and conditions)
  • Auto loan statements

Apply with an Account Executive