Checklist: Conventional Cash-Out Refinance Guide
Print this page or keep it open while you talk with lenders. These questions relate to the guides on this site.
- Was the purchase arm’s-length?
- Can I document the source of funds?
- Do I have the settlement statement?
- What is the maximum loan?
- Is the property eligible?
Before any application
- Verify the lender and loan officer on NMLS Consumer Access.
- Ask for a Loan Estimate and compare it with at least one other.
- Never send documents or wire funds based only on an email request.