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HOW TO GET STARTED

Looking to refinance your loan term, take cash-out, or reduce your interest rate? Lock in a great rate in four easy steps!


Have a complicated scenario you want to review with us?

Schedule a free consultation below and we can chat in more detail!
 

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REQUEST A QUOTE

Submit a refinance request for us to obtain a quote for you

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FREE CONSULTATION

We will schedule a free consultation to find out which program or rate option may be best for you based on your need

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SUBMIT DOCUMENTS

We will send a document list request for you to submit items for qualification review

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LOCK RATE & BEGIN LOAN

We will review your documents within 24-48 hours and lock in the rate for you begin the loan process

4

DOCUMENT LIST 

Mortgage statement, property tax bill, insurance policy, HOA statement (all properties owned, if applicable)
Two months' most recent asset statements (checking, savings, investment, retirement)
Two years' most recent W2s & federal tax returns
One month's most recent paystubs
Copy of driver ID(s)

LEARN MORE ABOUT THE REFINANCE PROCESS

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