Refinance Information Sheet | McDuffy Law Firm

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New Client Refinance Form

Please complete this questionnaire as completely and accurately as you can.

All information that you provide will be held in strict confidence.

Legal First Name

Legal Middle Name

Legal Last Name

Other Names Used in the Past

Street Address

County

Mailing Address if Different Than Above

Home Phone

Cell Phone

Work Phone

By providing my email address I authorize that the McDuffy Law Firm, PLLC may send me emails concerning my case.

Last 4 of Social Security Number

Marital Status *

Married

Unmarried

Divorced

Separated

Widowed

Spouse Full Legal Name

Last 4 of Social Security Number (Spouse)

Home Phone (Spouse)

Cell Phone (Spouse)

Work Phone (Spouse)

Email (Spouse)

Does the property have a mortgage or deed of trust? *

Yes (if yes complete loan information below).

Mortgage/bank contact information

Loan Number(s)

Do you authorize our office to obtain loan information from your lender including but not limited to a payoff statement?

Yes

Is the property governed by a Home Owners Association? *

Yes

Home Owners Association company name

Home Owners Association phone number

Home Owners Association email address

Home Owners Association fees

Do you authorize our office to obtain HOA information from a third party company if applicable. Additional fees may be associated with this

Yes

PLEASE ACKNOWLEDGE THE FOLLOWING IMPORTANT STATEMENTS & SIGN BELOW:

I have completed this form as fully and accurately as possible and have not knowingly provided any false statements.

I understand that the consultation fee is due at the end of the appointment unless other arrangements are made.

Your Signature

Date * required

Thank you for submitting the Refinance Information Sheet.

We will reach out to you soon once we have reviewed your information.

Contact Us Today To Schedule Your Appointment

Mills River Office

317 Banner Farm Rd. Suite A

Mills River, NC 28759

Brevard Office

23 S. Broad St. Suite 207

Brevard, NC 28712

office@mcduffylaw.com

Phone

828.674.4802

Hours
Monday - Friday
9am - 5pm

Thanks for submitting!

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