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Get the free refinance pre-closing package checklist and cover sheet - PHFA

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March 2022PRECLOSING PACKAGE CHECKLIST AND COVER SHEETPHFA Form 51Directions: This Checklist is to be submitted on top of the Pre-closing Package. It is important that the documents are scanned in
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How to fill out refinance pre-closing package checklist

01
Review the refinance pre-closing package checklist to ensure you have all necessary documents.
02
Gather all required documents such as pay stubs, bank statements, credit reports, and tax returns.
03
Verify the accuracy of all information on the documents and make any necessary corrections.
04
Organize the documents according to the checklist criteria and label them appropriately.
05
Double check that all documents are included in the package before submitting it for review.

Who needs refinance pre-closing package checklist?

01
Individuals who are refinancing their mortgage loan
02
Lenders or financial institutions processing the refinance application
03
Escrow officers or closing agents involved in the refinance process
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Refinance pre-closing package checklist is a document that outlines all the necessary steps and documents needed before finalizing a refinancing agreement.
The lender, borrower, and any other parties involved in the refinance process are required to file the pre-closing package checklist.
The checklist should be completed by going through each item on the list and providing the requested information or documentation.
The purpose of the checklist is to ensure that all necessary steps and documents are completed before finalizing the refinance agreement.
The checklist may include items such as proof of income, debt statements, property appraisal reports, and any other relevant financial documents.
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