How to Start Your Finance/Refinance Process?
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Required Documentation:

You may be asked to supply your mortgage specialist with a selection of the documents listed below.

» Last 2 Years W-2's from all employers
» Paystubs from last 30 days (must include YTD totals)
» Social Security Awards Letter or 1009G (pension income)
» Bank Statements on all accounts for the most recent 2 months
» Statements of Other Asset Accounts
» 401(k) Statement
» Bankruptcy Discharge and All Schedules
» Copy of filed Divorce Decree
» Copies of leases on all rental properties owned
» Last 2 years Tax Returns signed & dated
» Mortgage Company or Landlord's name, address, phone #, Acct #
» HUD Settlement Statement from the sale of a previous home
» Letter of explanation regarding any issue that needs to be detailed
» Proof of any paid or disputed credit items

For Self Employed Borrowers:

» Year To Date Profit & Loss
» Copy of Business License, DBA or Articles of Incorporation
» Length of Operation Letter from CPA

For a Purchase:

» Purchase Contract signed by all parties
» Insurance Agent's name and phone number
» Statements on all revolving and monthly installments
» Realtor's name and phone number

For a Refinance:

» Mortgage coupon book or monthly statement
» Property Tax Statement/Assessor's Bill
» Homeowners Insurance Agent's Name and Phone Number
» Statements on all revolving and monthly installments
» Location of your abstract or most recent title company used

 


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Personal Financial Calculator's information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.