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Refinance Title Checklist
Borrower: Items Needed for Refinance Closing Closing Date, Time and Location preferences: |
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| Borrower’s Address & Zip: |
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Home Phone: |
E-Mail: |
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Work: |
Fax: |
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SS# Borrower 1: |
SS# Borrower 2: |
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| What is Borrower’s Marital Status?
Single or
Married |
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| Mortgage Loan/Creditor Payoff Information: IMPORTANT (Please fill in or send a copy of most recent statement) |
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| Lender's Name & Address: |
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Lender Phone: |
Type of Acct. & Acct. #: |
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| Lender's Name & Address: |
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Lender Phone: |
Type of Acct. & Acct. #: |
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| Copy of Current Homeowner’s/Flood Insurance Policy (Showing coverage amounts, Agent’s Name, Phone, Fax) |
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| Copy of Current Owner’s Title Policy (Needed in order to give reissue credit on new Lender’s Policy) |
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| Copy of Current Survey |
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| Is there a Homeowner’s Association?
Yes or
No |
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Assoc. Name: |
Assoc. Phone: |
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| Assoc. Fax: |
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| Mortgage Broker’s Name & Address: |
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Mortgage Broker’s Phone: |
Mortgage Broker Fax: |
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| ATTN: LENDER and/or MORTGAGE BROKER: | ||
| ITG to order Mortgage Clause change for Homeowner’s/Flood Ins.?
Yes or No |
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| Mortgage Clause & Address for Homeowner’s and/or Flood Insurance |
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| Mortgage Clause & Address for Title Insurance Commitment: |
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| ITG to order Survey if Borrower cannot find a copy of their existing survey or if structural changes have been made to the property? Yes or No |
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Loan #: |
Loan Amt: |
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