Documentation
For Home Equity Refinance Loans
 
  • One Paystub for each salaried borrower or most recent tax return for self-employed borrower.
  • Copy of your most recent mortgage statement or name, phone number & loan number for the loan. If you have a 2nd lien, we will need the same info for the 2nd lien loan.
  • Declaration page for your homeowner's insurance policy. The page with your coverages, cost and agents name & phone number.
  • Copy of your Title Policy, if available.
  • Copy of your Property Tax Receipts. We may be able to get this online.
  • Most recent Survey of property. The survey can usually be re-used if no changes have been made to the property since the survey was completed.

This is a general list of the documents required for most home equity loans. Other documents may be required for your loan. A cover letter will be included in your loan package that will provide a more specific list of documents required from you.

 

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