12301 Lake Underhill Rd. Suite 405
REFINANCE INFORMATION SHEET
Borrower: Last 4 of SS No.:
Phone No.: ____________________ Email Address:
Co-Borrower: Last 4 of SS No.:
Phone No.: _____________________Email Address:
Current Address:
Forwarding Address:
Marital Status: Single-(Man/Woman), Husband and Wife, Other _
Estimated Closing Date:
Is Property being refinanced your: Primary Residence
2nd Home/Investment
Please answer the following: Will you be “attending” closing? Yes No
Would you like us to perform a “mail away” closing? Yes No
Will you be using a Power of Attorney? Yes No
Please fill in HOA/Condo Association info: HOA/CONDO NAME:
HOA Master/Second Association (If applicable):
Management Company (if applicable):
Phone No.: