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Frequently asked questions

What income verification documentation do I need to provide for a refinance?

Just like with your original mortgage, you’ll need to provide some documentation to verify your income for a refinance. This will typically include:

  • 2 years of personal tax returns
  • 2 years of business tax returns (if you own more than 25% of a business)
  • 2 years of W-2s or 1099s
  • 2 months of bank statements
  • Proof of any alimony or child support payments

If you’re refinancing with Better Mortgage, you’ll have the option to link your bank accounts and upload your documents digitally.

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