Refinance Check List

Refinance Information:

  • Property address:
  • Purchase date: (month & year)
  • Purchase price:
  • Estimated value:
  • 1st mortgage balance:
  • Rate:
  • Payment:
  • 1st mortgage type & term: (ex: 30 year fixed, 15 year fixed, 5 year ARM, etc.)
  • Do you have a 2nd mortgage or equity line of credit? If yes, what is the balance?
  • Homeowner’s insurance annual premium:
  • Are your taxes and insurance escrowed?
  • Has the house been listed for sale in the last 6 months?