Commercial Mortgage Financing Athens GA

Looking for Commercial Mortgage Financing in Athens? We have compiled a list of businesses and services around Athens that should help you with your search. We hope this page helps you find Commercial Mortgage Financing in Athens.

Mr. Jason Oliver Norton, CFP®
(706) 546-7802
315 Hawthorne Ln
Athens, GA
Firm
Wells Fargo Advisors, LLC

Data Provided By:
Mr. Louis Anthony Perno, CFP®
(706) 559-4120
315 Hawthorne Ln
Athens, GA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Kemp H. Gaskill, CFP®
(706) 354-5059
PO Box 1688
Athens, GA
Firm
First American Bank & Trust Co

Data Provided By:
Mr. Henry F.N. Holland Jr., CFP®
(706) 369-8888
1 Huntington Rd Ste 804
Athens, GA
Firm
Holland Financial Services Inc
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Healthcare Planning, Insurance Planning, Investment Planning
Key Considerations
Profession: Not Applicable

Data Provided By:
Mrs. Cynthia D Rosso, CFP®
(706) 353-2728
190 Hawthorne Park
Athens, GA
Firm
Vickery Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Planning for Couples, Retirement Income Management

Data Provided By:
Mr. Michael L. Burns, CFP®
(706) 548-1832
315 Hawthorne Ln
Athens, GA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Ms. Wanda Halski Neislar, CFP®
(706) 549-6799
1051 Holly Berry Ln
Athens, GA
Firm
Wanda Neislar, CPA,CFP LLC

Data Provided By:
Ms. C. Becton Ford, CFP®
(706) 559-4141
315 Hawthorne Ln
Athens, GA
Firm
Wells Fargo Advisors, LLC

Data Provided By:
Mr. Judson D. Mallard, CFP®
(706) 613-2474
855 Sunset Dr Ste 7
Athens, GA
Firm
Vision Financial Concepts
Areas of Specialization
Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Dustin W Rector, CFP®
(706) 353-8444
PO Box 8025
Athens, GA
Firm
LARRY BAUMWALD INSURANCE AGENCY, INC.
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, General Financial Planning

Data Provided By:
Data Provided By:

Documents to Prepare for Commercial Mortgage Financing

Banks and financial lenders require documentation to be submitted with commercial mortgage financing applications. As a general requirement, they ask for documents pertaining to the borrower's income and assets. Documentation requirements vary depending on the type of loan and its purpose.

Below is a checklist of common documentation requirements that you may use when preparing to get commercial mortgage financing . Not all may actually be required but you should at least have an idea of how to produce the documents should it be asked. The lender may request for original copies in order to validate your documents, but the originals will be returned after taking photocopies for their records.

Verification of Income Signed tax returns (1040's) or W2 forms - latest or past two filings Pay Stubs - the latest monthly pay stub (four stubs for weekly pay) Verification of Social Security and/or Pension benefits Rental Agreements or Leases (investment properties) Asset account statements (for past two months) where down payment is coming from (if purchasing) Verification of Assets Most recent bank statement (could be for 6, 12 or 24 month period) Stocks and/or Bonds dividends statements Gift letter (stating amount and date funds were transferred along with donor information) 401k statement (retirement savings) Loan Type Transaction Purchase Agreement contract Legal description of property (from site survey or existing title commitment) Copy of existing Site Survey Copy of recent property tax bills Hazard Insurance information sheet Verification of Mortgage / Land Contract / Rent Payment history for past 12 months Address of Investor or copy of payment coupon with address Home Improvement / Construction Plans and Specifications Construction Contract with licensed builder Copy of deed and survey for land owned Builder information Old appraisal info (if applicable) In addition some other miscellaneous documents may be required. For example,...

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