Refinance Checklist

When you refinance, certain documents and information will help the process move forward more quickly. Below are listed some of the more common documents needed to refinance. The more information you have on-hand, the faster your refinancing will go.

 

You are likely to need Employment Information

  • Most recent month’s pay stubs (originals)
  • W-2 forms—past 2 years’ (copies)
  • Income tax return information, especially if self-employed—past 2 years’ (copies)

Assets & Obligations Information

  • Checking, savings, or stock accounts; 401K information; etc. (copies)
  • Current credit score and reports
  • Debt data such as credit card or current mortgage information

Insurance Information

  • Homeowners insurance (copy, especially of the declarations page)
  • Proof of title insurance
 
 

Additional Refinance Information

Home Refinance

Main Office (Sidney)

733 Fair Rd.
Sidney, Ohio 45365

Lebanon Branch

901 N Broadway
Lebanon, Ohio 45036

Mason Branch

7577 Central Parke Blvd Suite 314
Mason, Ohio 45040


Phone: 800-736-8485
Fax: 937-497-9020
Email: Trose@westernohiomortgage.com
NMLS: 9601
We are licensed in the following states: Ohio: MB-801814.000, Indiana: 15536, Florida: MLD154, Kentucky: MB72955; 

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