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Planning Guide for Refinancing
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Lender Refinance and Order Form
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What to Bring to Closing
Lender Refinance and Order Form
Name:
Company:
Address:
Phone/Fax:
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E-mail:
Borrower (s):
Social Sec. #(s):
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Phone #:
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Property Addr:
Legal Descr:
Type of Loan:
..Select Loan Type..
Refinance
Home Equity
Current Lien Holder:
Loan Number:
Phone #:
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Commitment Needed by: (Date)
New Loan Amount: $
Expected Closing Date:
Existing Survey?
Yes
No
(If a survey exists, and no improvements have been made since the survey date, please fax it to us for approval.)
Homeowners Insurance:
Company
Phone #:
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Agent:
Termite Required?
Yes
No
HOA?
Company:
Phone #:
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Contact Person: