Workflow Templates: Refinance Checklist

Gather recent pay stubs

Compile last two years of tax returns

Obtain recent bank statements

Check current credit score

Review credit report for errors

Pay down outstanding debts

Schedule an appraisal with a certified appraiser

Prepare property for appraisal inspection

Review the appraisal report for accuracy

Obtain a copy of your current mortgage statement

Review current mortgage terms and conditions

Calculate remaining balance on the mortgage

Research different refinancing options

Compare interest rates from various lenders

Select the best refinancing offer

Refinance Checklist