LAURA MORITZ Classic Mortgage 845-783-7363 A properly documentated loan applicaiton makes your loan process go smoothly.
This checklist will help you gather your paperwork. (Please provide copies of all requested documents. Do not provide originals)
Call me with any questions... 845-783-7363
1. Complete and sign the residental loan application (Form 1003)
2. If you are salaried: Provide w-2's for the past 2 years and one month of paystubs. If you are self- employed, please call me to discuss your specific situation.
3. Most recent 2 months statements for all checking and savings accounts (ALL PAGES)
4. One statement for 401K/IRA or other investment accounts
5. Copy of photo ID
6. If you are renting ; 12 month cancelled rent check, copied front and back, or name address and
phone number for landlord
7. If you are purchasing a property; name and phone number for attorney
8. If you are self employed; name and contact information of CPA
9. If you are divorced, a copy of your divorce decree
10. If you are not a US citizen, copy of your green card front and back
11. Check payable to Classic Mortgage $395 application fee
12. If you have bankruptcy, discharge paperwork
13. For refinance; copy of current mortgage statement and copy of deed