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What type of documentation do I need for a refinance?

Standard documentation collected for a refinance transaction includes:

  • Income Info
  • Pay stubs covering the most recent 30 days
  • W-2s for the last two years
  • Asset information
  • Bank Statements
  • Investment statements (retirement, stocks, etc)
  • Current loan information
  • Most recent mortgage statement
  • Homeowners insurance declarations page
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