Start using this Workflow
Refinance Checklist
Financial Documentation
Gather recent pay stubs
Compile last two years of tax returns
Obtain recent bank statements
Credit Information
Check current credit score
Review credit report for errors
Pay down outstanding debts
Property Appraisal
Schedule an appraisal with a certified appraiser
Prepare property for appraisal inspection
Review the appraisal report for accuracy
Current Mortgage Details
Obtain a copy of your current mortgage statement
Review current mortgage terms and conditions
Calculate remaining balance on the mortgage
Loan Options and Selection
Research different refinancing options
Compare interest rates from various lenders
Select the best refinancing offer
