Real Estate Refinance
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Refinance as a Lender
Refinance as a Borrower
PRICE
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Refinance
What is the address of the property to be refinanced?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of closing (date on which you will purchase the property)
-
Month
-
Day
Year
Date
Do you have plans to be away on or near closing?
Yes
No
If you plan on being away on or near closing, please provide details
Is there anything unusual about the property or of specific concern to you?
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Clients
How many people will be lending money for the refinance?
If more than four, please contact Josh Rosenberg Law
Client 1 - Person who is Refinancing
Name
First Name
Last Name
Birthday
-
Month
-
Day
Year
Date
Phone number - home
-
Area Code
Phone Number
Phone number - cell
-
Area Code
Phone Number
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Corporate name - if you are lending under a corporation
Client 2 - Person who is Refinancing
Name
First Name
Last Name
Birthday
-
Month
-
Day
Year
Date
Phone number - home
-
Area Code
Phone Number
Phone number - cell
-
Area Code
Phone Number
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Nigeria
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Paraguay
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Pitcairn Islands
Poland
Portugal
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Russia
Rwanda
Saint Barthelemy
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eSwatini
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Yemen
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Other
Country
Corporate name - if you are lending under a corporation
Client 3 - Person who is Refinancing
Name
First Name
Last Name
Date
-
Month
-
Day
Year
Date
Phone number - home
-
Area Code
Phone Number
Phone number - cell
-
Area Code
Phone Number
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
example@example.com
Corporate name - if you are lending under a corporation
Client 4 - Person who is Refinancing
Name
First Name
Last Name
Date
-
Month
-
Day
Year
Date
Phone number - home
-
Area Code
Phone Number
Phone number - cell
-
Area Code
Phone Number
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Corporate name - if you are lending under a corporation
Amount of mortgage
Name
Amount of money contributed
Name
Amount of money contributed
Name
Amount of money contributed
Name
Amount of money contributed
Value of properly to be refinanced
Is this value confirmed by an appraisal?
Yes
No
Mortgage Rank
First
Second
Third
Fourth
Term of the mortgage
Lenders fee (if any)
Interest Rate
Frequency of payments
Eg: monthly, quarterly, semi-annually, annually
Type of payment
Interest only
Interest and principal
How many years is the amortization period?
Brokers name
Broker's phone number
Please list any guarantors
Please list any additional relevant information about the mortgage
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Documents for Purchase
Please attach your commitment letter
Browse Files
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of
Please attach your void cheque (If you do not feel comfortable with this, I can obtain this when we meet in person
Browse Files
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of
Client 1 - please attach a copy of your photo ID (front and back, I cannot accept health cards) (If you do not feel comfortable with this, I can obtain this when we meet in person).
Browse Files
Cancel
of
Client 1 - please attach a copy of your secondary ID (front and back, I cannot accept health cards. Does not have to be photo.) (If you do not feel comfortable with this, I can obtain this when we meet in person).
Browse Files
Cancel
of
Client 1 - Articles of Incorporation (if client 1 is a corporation)
Browse Files
Cancel
of
Client 2 - please attach a copy of your photo ID (front and back, I cannot accept health cards) (If you do not feel comfortable with this, I can obtain this when we meet in person).
Browse Files
Cancel
of
Client 2 - please attach a copy of your secondary ID (front and back, I cannot accept Health cards. Does not have to be photo.) (If you do not feel comfortable with this, I can obtain this when we meet in person).
Browse Files
Cancel
of
Client 2 - Articles of Incorporation (if client 2 is a corporation)
Browse Files
Cancel
of
Client 3 - please attach a copy of your photo ID (front and back, I cannot accept health cards) (If you do not feel comfortable with this, I can obtain this when we meet in person).
Browse Files
Cancel
of
Client 3 - please attach a copy of your secondary ID (front and back, I cannot accept health cards. Does not have to be Photo.) (If you do not feel comfortable with this, I can obtain this when we meet in person).
Browse Files
Cancel
of
Client 3 - Articles of Incorporation (if client 3 is a corporation)
Browse Files
Cancel
of
Client 4 - please attach a copy of your photo ID (front and back, I cannot accept health cards) (If you do not feel comfortable with this, I can obtain this when we meet in person).
Browse Files
Cancel
of
Client 4 - please attach a copy of your secondary ID (front and back, I cannot accept health cards. Does not have to be photo.) (If you do not feel comfortable with this, I can obtain this when we meet in person).
Browse Files
Cancel
of
Client 4 - Articles of Incorporation (if client 4 is a corporation)
Browse Files
Cancel
of
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