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Refinancing
Along with a completed loan application, some additional documentation will be needed so that your loan
application can be processed as quickly as possible. Please fax the suggested information using our
pre-prepared fax cover sheet below. If sending by mail, please send to: 6829 Elm Street, Suite 240, McLean, VA 22101.
If you are salaried:
- Copy of your most recent pay stub
- Copies of your W2's for the past 2 years
- Complete bank statements from each of your asset accounts for the past 2 months
- Name and phone number of your settlement agent. We will be happy to recommend a settlement agent if you prefer.
- Name and phone number of your homeowner’s insurance agent
- Copy of your owner's title insurance policy (if available)
If you are self-employed:
You are considered self-employed if you own 25% or more of your company or if 25% or more of your income is derived from commissions.
- Complete copies of your personal federal tax returns for the past 2 years
- Copy of your most recent pay stub (if applicable)
- Copies of your W2's for the past 2 years (if applicable)
- Complete bank statements from each of your asset accounts for the past 2 months
- Name and phone number of your settlement agent. We will be happy to recommend a settlement agent if you prefer.
- Name and phone number of your homeowner’s insurance agent
- Copy of your owner's title insurance policy (if available)
Certain loan programs may require additional documentation for self-employed borrowers. Cheryl's staff will contact you to discuss any
additional documentation, if necessary.
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An employee of Potomac Mortgage Group, LLC
Potomac Mortgage Group, LLC is licensed by the Virginia State Corporation Commission under license number MC-5403
6824 Elm Street, 3rd Floor McLean, VA 22101
PH: 703-217-7500 or 877-4-Cheryl | Fax: 703.565.2055
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info@4cheryl.com
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