Loan/Refinance Checklist
Loan/Refinance Application Checklist
Preparation makes the loan application process smooth and efficient. The following items will be needed when you meet with a Greenville Federal Credit Union lending representative.
- Completed Application
- Copies of three months’ worth of current bank statements for all accounts (full, all pages, and must show financial institution and owner names on statements)
- Copy of most recent value of retirement funds and any stocks, bonds, mutual funds, or IRAs
- Copy of most recent paystub not more than 30 days old (four if paid weekly), or, if self-employed two years full, signed tax returns Individual credit report fee (approximately $40 - ask about current fees)
- Purchase Agreement (if applicable)
- Your Email Address
- Your Best Contact Phone Number
- (If Refinance) Copy of Recorded Deed (If Refinance) Copy of Homeowner’s Insurance Policy
- (If Refinance) Copy of Legal Survey (if you have)
- (If Refinance) All mortgage information, including lender address, phone number, loan number, original and current balance
Pre-Approval or Pre-Qualification Letter
Mortgage Application
Calculate Your Payment
Current Rates
Application Checklist
Equal Housing Lender
Questions?
For general questions about mortgage, refinance or home equity loans call our contact center or email mortgages@greenvillefcu.com.