Refinancing

Kindly complete your online profile here (it takes less than 8 minutes) and once finished, your next step is to upload your documents to your secure online portal.

Kindly provide the most recent copies of your:

• Valid Government ID
• Pay Stubs for the last 30 days, if applicable
• W-2’s and/or 1099’s for the last two years
• IRS Tax Returns for the last two years, all pages & schedules please
  • If Self Employed, kindly include your Business IRS Tax Returns
• Bank & Retirement account statements for the last 60 days
  • All pages please, even if they are intentionally left blank
  • Kindly note large or uncharacteristic deposits will likely need to be sourced

Please provide the most recent copies of the items below for all properties owned in your personal name:

• Mortgage Statement(s)
• Homeowners Insurance Declarations Page(s)
• Property Tax Statement(s)
• Survey (for subject properties only)
• HOA Statement(s), if applicable
• Lease Agreements, if applicable