Refinance

OUR SERVICEs

Our services begin as a mortgage broker, shopping the market to find the best loan package for your specific needs and abilities. Where we differ is in the service and the relationship.

We are more than just a mortgage finance company; we're an investment tracking company. We offer top-notch service on your loan, then track both your satisfaction with the process and your investment. Many of our customers call for general financial advice regarding their real estate and finances. As part of our service, we contact you periodically if we feel some programs or actions will save you money.

Long after your loan has closed, University Investments continues to work with you, analyzing your loan, tracking the market, and notifying you if conditions are ripe for a refinance or new mortgage terms. We remain at your service as a reference when you have questions about your loan or the mortgage market in general.

University Investments has closed over $7 billion in mortgage loans since its inception in 1993. Contact us today to find out what we can do for you.

WHAT YOU WILL NEED TO PROVIDE

SALARIED OR HOURLY WAGED BORROWERS:

Two most recent pay-stubs
Two most recent years W-2
Two most recent bank statements
Driver license or passport
A current mortgage statement

SELF-EMPLOYED BORROWERS (if OWNERSHIP IS more than 25%)

Two most recent years personal tax returns and business tax returns (1120, 1120S, or 1065) if applicable
A year-to-date profits and loss statement and balance sheet
Two most recent personal bank statements
Driver license or passport
A current mortgage statement