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

Stockton Main Office

Majestic Mortgage Services, Inc.
3520 Brookside Rd,
Stockton, California 95219
Phone: 209-473-3947
Fax: 209-473-2298
NMLS: 1154031 CA BRE (License #01944454)

San Diego Branch Office

Majestic Mortgage Services, Inc.
2828 University Ave., Suite 102
San Diego, CA 92104
Phone: 619-352-4410
Fax: 619-352-4401
NMLS: 1407609 CA BRE (License #01944454)

Elk Grove Branch Office

Majestic Mortgage Services, Inc.
2230 Longport Ct., Suite 110
Elk Grove, CA 95758
Phone: 916-236-4600
Fax: 916-236-4601
NMLS: 1154035 CA BRE (License #01944454)