American Title Associates Agency, Inc.

Refinance Checklist

If you are refinancing:

  • As soon as we receive an ok to schedule from your lender, we will contact you to schedule a closing time.
  • You will need to bring photo proof of identity for everyone signing documents. This could be your state drivers license. Some lenders require 2 forms of ID. A second ID could be a work or school photo ID or your social security card.
  • You will need proof of homeowners’ insurance. The declaration page showing amount home is insured for, and a copy of paid receipt.
  • If you need to bring money to the closing table, any amount over $1,000 needs to be in the form of certified funds (a certified cashiers check, bank check or bank wire payable to American Title Associates Agency – (we will supply wiring instructions). American Title Associates Agency will also accept up to $2,000. from a debit card. It must be a pin debit, not credit card. The exact amount you will need to bring to closing may not be available until a few hours prior to closing. American Title Associates Agency will contact you as soon as an exact figure is available.

The information on the website is for informational use only and is not intended to constitute legal advice.